DataSnipper

DataSnipper

Paid

Excel-native AI audit and finance automation platform with agentic Excel Agents used by 600,000+ professionals at Big Four firms.

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What is DataSnipper?

DataSnipper is the leading Excel-native intelligent automation platform for audit and finance professionals, trusted by Deloitte, EY, KPMG, PwC, BDO, and over 600,000 professionals across 175 countries. It lives inside Microsoft Excel as a plug-in and transforms document-heavy audit workflows — extracting data from PDFs, scanned images, and invoices directly into Excel without manual copying, cross-referencing figures to source evidence with a single click, and automating vouching, reconciliation, and financial statement review. In 2026, DataSnipper introduced Excel Agents: purpose-built AI agents that turn an audit objective into a multi-step automated execution inside Excel. Every snip, extraction, and AI output is linked back to its source with a full traceable audit trail — recognized as a 2026 Forbes Fintech 50 honoree and delivering over $1.4 billion in productivity savings in 2025.

Key Features

Excel Agents (Agentic Audit Automation)Text Snip Document ExtractionTable Snip PDF-to-Excel ConversionDocument Matching and Cross-ReferencingForm Extraction from InvoicesFinancial Statement Suite (Casting and Version Compare)UpLink Client Document Request PortalReal-Time Team Collaboration in ExcelFull Traceable Audit TrailAI-Powered Document Summarization (DocuMine)Centralized Admin Controls (Elevate)Invoice Vouching AutomationBank Statement ReconciliationGrant Audit SupportTests of Controls AutomationTests of Detail AutomationSOX and PCAOB Workpaper Support

Integrations

Data & Spreadsheets
Microsoft Excel
Other
Microsoft AzureSuralink
Storage
OneDriveSharePoint

How to Use DataSnipper

1Install DataSnipper as a plug-in inside Microsoft Excel
2Upload or connect your source documents and client evidence files
3Use Text Snip or Table Snip to extract data directly from PDFs into your workpaper
4Apply Document Matching to automatically cross-reference figures to supporting documents
5Use Excel Agents to execute multi-step audit procedures from a single natural-language instruction

✅ Best For

  • Audit seniors and managers at Big Four and regional firms who spend hours manually vouching invoices, tracing figures to support, and reconciling data across dense PDF documents — and want AI to handle that extraction inside the Excel environment they already know.
  • Finance controllers and financial statement reviewers at enterprises who need to automate invoice processing, document validation, and financial statement casting without changing their existing Excel-based close workflow.
  • Government and grant auditors who need centralized document review, audit trail documentation, and evidence tracing across large volumes of client submissions with full traceability to source.

❌ Not For

  • Businesses needing a standalone accounting or bookkeeping system, as DataSnipper is an Excel add-in specifically for audit evidence management and does not perform accounting, invoicing, or financial reporting functions.
  • Small audit practices with very low document volumes processing fewer than 50 source documents per engagement, where the minimum 5-license requirement and per-user pricing may exceed the productivity value delivered.

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Pricing

StartCustom (est. ~$64/user/mo)
  • ✓Core document extraction
  • ✓Text Snip
  • ✓Table Snip
  • ✓Document Matching
  • ✓Form Extraction
AccelerateCustom (est. ~$175/user/mo)
  • ✓All Start features plus DocuMine AI summarization
  • ✓advanced document extraction
  • ✓full traceability
ElevateCustom
  • ✓All Accelerate features plus centralized controls
  • ✓reporting
  • ✓web-based integrations
  • ✓and enterprise governance

Prompts to Try

Extract all invoice totals from the AP aging PDF into this workpaper

Match these 200 transactions to their supporting bank statements automatically

Cast the income statement and flag any arithmetic errors

Compare this year's financial statement to last year and highlight changes

Summarize the key terms from this 80-page contract

Use Cases

An audit senior at EY uploads 150 client invoices to DataSnipper and runs Document Matching — in under 10 minutes, every invoice is traced to its corresponding purchase order and GL entry with a clickable hyperlink back to the source PDF, replacing a full day of manual vouching.
A financial controller at a pharmaceutical company uses DataSnipper's Table Snip to pull tabular data from 40 supplier invoices into a reconciliation workpaper — the process takes 20 minutes instead of four hours.
An internal audit team at a government agency uses DataSnipper to request client evidence via UpLink, pre-validate submitted documents at scale, and import validated files directly into their audit workpapers without re-keying a single figure.
A Big Four manager uses Excel Agents to execute a full test of controls procedure — one natural-language instruction triggers DataSnipper to extract, match, and document 300 transactions across five source files, generating a review-ready workpaper with a complete audit trail.
A grant auditor reviews 60 grant disbursement files and uses DataSnipper's UpLink to collect grantee supporting documentation — all documents are pre-validated before import, cutting evidence review time by 65%.

Frequently Asked Questions