What is DataSnipper?
DataSnipper is an automated verification platform engineered specifically for audit, tax, and financial control professionals. Operating directly within Microsoft Excel, the software addresses the widening gap between expanding document volumes and finite team capacity. By deploying software agents to handle high-volume data testing scenarios, organizations can automate routine extractions, cross-referencing, and verification tasks. Human professionals remain in the loop to review output, validate complex findings, and make final decisions, ensuring both operational efficiency and rigorous verification standards across audit workflows.
The platform accommodates a broad spectrum of audit and financial procedures across public accounting firms, corporate financial control, banking, insurance, government auditing, and advisory services. Users can instruct software agents to execute end-to-end procedures such as royalty evaluations, revenue verification, and detail tests. By replacing manual data entry with automated extraction, teams reduce human error, accelerate walkthrough documentation, simplify tax inspections, and streamline complex financial statement procedures without leaving their spreadsheet environment.
At its core, DataSnipper works by establishing direct visual links between sample data in Excel workpapers and underlying supporting evidence. The platform incorporates text recognition and optical character recognition technology capable of processing documents spanning primary world languages from English through Korean, as well as handwritten scripts. Users can import unstructured files, such as scanned PDFs, invoices, payment receipts, and contracts, directly into Excel. Selecting an extracted data point highlights the exact text, date, or number in the original source document, establishing full traceability for internal reviews and external audit compliance.
For managing client interactions, the platform features UpLink, an AI-powered Provided-by-Client module that simplifies document collection workflows. Audit teams generate secure document request links for clients, eliminating traditional login credentials and back-and-forth email communications. UpLink pre-validates incoming submissions at scale using an intelligent query engine. The system answers specific user queries, references underlying document text, summarizes lengthy files, and transfers approved, ready-to-test documents directly into DataSnipper workpapers for immediate analysis.
DataSnipper also provides centralized document management capabilities directly within Microsoft Excel to maintain governance and standardization across teams. Features such as Document Retention allow administrators to set archival dates that flag when to unlink temporary source documents from workbooks. The Workbook Scanner scans local or network drives for Excel files containing cross-referenced Snips to manage workbook linkages at scale. Furthermore, organizations can create, store, and share company templates to standardize procedures across departments while enforcing security and compliance standards.
- Status
- Not yet published
Who uses DataSnipper?
DataSnipper is built for audit, tax, and finance professionals across public accounting firms, corporate finance departments, financial institutions, insurance companies, and government entities. It serves various operational roles including internal auditors, external auditors, tax specialists, financial controllers, advisory teams, and fund administrators.
- Internal Audit Teams
- External Audit Firms
- Tax & Accounting Professionals
- Financial Controllers
- Government Auditors
- Advisory & Forensic Specialists
- Banking & Financial Services
- Insurance Organizations
