Back to Vault
DataSnipper

DataSnipper

AI-powered audit and finance automation platform built inside Microsoft Excel.

Automate WorkflowsDocument processing & OCRSpreadsheet AICompliance & risk

About

• AI Agents automate audit testing inside Excel — extracting, matching, and validating documents with human review and approval • DocuMine (named TIME's Best Inventions 2025) enables intelligent document querying and analysis • UpLink module manages client PBC document requests with AI pre-validation before import DataSnipper is an intelligent automation platform embedded in Microsoft Excel, purpose-built for audit and finance teams. It streamlines repetitive workflows like document matching, form extraction, financial statement verification, and version comparison. The platform offers tiered plans (Start, Accelerate, Elevate) with add-on modules for financial statement procedures and client collaboration, and is compliant with SOC 2, GDPR, and the EU AI Act.

Who it's for

Audit automation & financial document testing

Key features

AI Document ExtractionDocument MatchingForm ExtractionVersion ComparisonExcel IntegrationFinancial Statement AnalysisClient Document Requests (UpLink)Company Templates

Still not sure it's your match?

Take our free 2-minute assessment and get your complete AI Match.

Get my free AI Match