DataSnipper
Description
🖼️ Tool Name:
DataSnipper
🔖 Tool Category:
AI-powered audit and finance automation inside Excel; mainly Business Docs Automation, with strong ties to Data Preparation & Cleaning.
✏️ What does this tool offer?
DataSnipper is a platform embedded in Excel designed for audit and finance teams. It helps accelerate and standardise processes such as document import, data extraction (from PDFs, images, etc.), cross-referencing, validity checks, table extraction, and creating “Snips” (i.e., extracts) inside spreadsheets.
It emphasises simplicity in Excel while leveraging AI/OCR and automation to reduce manual workload.
⭐ What does the tool actually deliver based on user experience?
• Users can import source documents directly into Excel (PDFs, scanned docs) and extract tables or fields with minimal manual copy/paste.
• Features like “Table Snip” allow bulk extraction of tabular data across multiple pages/documents.
• Document Matching and “Snip” features help auditors link their Excel workpapers to source documents for traceability.
• Improved efficiency: Users report significant time-savings and improved audit documentation quality.
• Collaboration features: the recent versions support co-authoring within Excel so multiple users can work concurrently.
🤖 Does it include automation?
Yes — DataSnipper includes strong automation and AI/OCR features:
• OCR and AI extraction: It recognises non-Latin characters (important for Arabic, Hebrew etc) and extracts structured data.
• Automated table recognition and extraction: once imported, the tool can detect tables across multiple pages and pull them in one click.
• Document matching automation: Helps validate and cross-check source documents against workpapers.
• Integration within Excel: By staying inside the familiar Excel environment, workflows are automated without jumping between many disparate tools.
💰 Pricing Model:
Subscription / enterprise-oriented. Specific public pricing is not easily found but the platform emphasises usage by audit & finance teams across enterprises.
🆓 Free Plan Details:
Not clearly delineated in public sources — typically enterprise tools like this require contacting sales for a demo or trial. (No detailed “free forever” tier found.)
💳 Paid Plan Details:
Enterprise licensing for audit/finance departments, includes features like advanced document extraction, collaboration, large-volume processing, non-Latin OCR, user management (SSO), etc.
🧭 Access Method:
• Download/install Excel add-in (or use Excel Online variant).
• Use within Excel: Additional ribbon tab appears, features accessible inside Excel workbook.
• DataSnipper support and knowledge base available for training and onboarding.
🔗 Experience Link: