DataSnipper
AI agent platform for audit and finance teams that automates document matching, data extraction, testing, and reconciliation inside Excel with full traceability.
工具信息
什么是 DataSnipper？
DataSnipper is an AI agent platform built for audit and finance professionals. It helps teams automate repetitive verification, reconciliation, and testing workflows by linking Excel data to source documents through AI agents, while keeping humans in control of review and approval.
核心功能
Document Matching
Automatically matches Excel data with supporting documents by finding the correct text, date, and/or number in source documents and creating references to sample data, enabling automated reconciliation with full traceability.
Matching Templates
Save Document Matching setups as reusable templates, including featured templates for common audit and finance procedures and company templates that can be created, saved, and shared organization-wide for standardization.
Advanced Matching Options
Configure input rules such as required fields, fuzzy-text, or partial matching, and use Force Match output options to restrict matches to particular document sections for more precise, context-specific results.
Excel Agents
AI agents that automate analysis and testing inside Excel, including end-to-end workflows such as royalty calculations, revenue testing, or tests of details, while users review outputs and remain in control.
Platform Capabilities (Collect, Extract, Match, Analyze)
Core platform functions for collecting evidence, extracting data from documents, matching to Excel, analyzing results, plus Dashboard & Reporting, UpLink, and Financial Statement Suite.
Security and Compliance Controls
Platform designed so data stays with the customer, with SOC 2 compliance, encryption, no training on customer data, prompts and documents deleted after 24 hours, and strict vendor management.
使用场景
- #1
External Audit
Automate tests of detail and control, simplify walkthrough documentation, and automate financial statement procedures so teams can focus more on high-risk areas and produce easy-to-review audit reports in Excel.
- #2
Internal Audit
Automate internal controls testing and evaluate control effectiveness based on supporting evidence, including SOX compliance, IT controls testing, and operational efficiency improvements.
- #3
Tax
Inspect tax documents, automatically extract data from tax forms, streamline invoice data extractions, and efficiently inspect transfer pricing documentation to free time for client tax strategy advisory.
- #4
Financial Control
Automate invoice processing, scope and review contracts, reconcile financial documents, and validate financial statements to boost productivity in financial procedures.
- #5
Government Audit
Conduct transparent grant audits, accelerate controls testing, automate tests of detail, and centralize grant document reviews while shortening review times and focusing on higher-risk areas.
- #6
Advisory
Extract and cross-reference data from complex documents, review contracts and agreements with precision, and pull tabular data from lengthy agreements into Excel for client reports.
- #7
Document Reconciliation and Testing
Replace slow, error-prone manual matching by automatically reconciling Excel data to source evidence at scale for testing procedures, control testing, and operational audits.
定价方案
Pricing details are not clearly published by the official source. Official pages link to a Pricing overview and Book demo / Calculate ROI flows.
替代工具
常见问题
What is DataSnipper?
How does Document Matching work?
Can I reuse matching setups?
What security and compliance features does DataSnipper offer?
Who is DataSnipper for?
Is pricing publicly available?
DataSnipper 联系方式与社交媒体
- 支持
- 网站：
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- LinkedIn