Description
️ 🖼Tool Name:
DataSnipper
🔖 Categories:
- Finance, Forecasting, and Dashboards
- Data and Analytics
- Data Preparation and Cleaning
- Automation and Smart Agents
- Business Document Generation
- Integrations and APIs
- Programming and Development
️ ✏What does this tool offer?
DataSnipper is an AI platform specializing in the automation of auditing, accounting, and financial processes, and operates primarily within Microsoft Excel. The platform provides tools for extracting data from documents, matching information, analyzing documents, and linking data to evidence and sources, with the goal of reducing manual tasks and accelerating audit and review procedures.
The platform enables the automation of repetitive tasks in auditing processes, including revenue testing, equity calculations, and tests of details and controls, as well as extracting data from documents and linking it to evidence and sources.
DataSnipper also supports internal and external audit teams, tax teams, financial control teams, government audit teams, and consulting firms, with the ability to transfer evidence directly to Excel and integrate with the systems used by these teams.
The platform includes security features such as SOC 2compliance ,encryption, and a policy of not using client data to train models, in addition to automatically deleting documents and claims after 24 hours.
⭐ What does it actually offer based on user experience?
- Extracting data from documents and linking it to evidence and sources.
- Matching documents and information.
- Comparing document versions.
- Finding summaries within documents.
- Adding comments and annotations.
- Manage documents.
- Automate repetitive audit procedures.
- Use AI agents to perform testing, verification, and data analysis tasks.
- Keep the team responsible for reviewing and approving results.
🤖 Does it include automation?
Yes. DataSnipper relies on automation and artificial intelligence to perform repetitive tasks in auditing, accounting, and finance.
Automation capabilities include Excel Agents,Agent Builder, agent templates,DocuMine, and AI-powered data extraction, as well as the automation of testing, verification, and document analysis procedures.
💰 Pricing model:
A tiered paid subscription, with pricing customized based on the plan and the customer’s needs.
DataSnipper does not display fixed prices for its plans on the pricing page; instead, it invites customers to book a demo or contact the sales team to determine the appropriate plan and pricing.
🆓 Free Plan Details:
| Plan | Price | Details |
|---|---|---|
| No free plan listed | — | The official pricing page does not list a free plan. |
💳 Paid plan details:
| Plan | Price | Features and Differences |
| Start | Custom | Extract data from forms, match documents, compare versions, find totals, comments and annotations, advanced document management, single sign-on (SSO), and customer success support. |
| Accelerate | Custom | All the benefits of Start, plus Excel Agents, Agent Builder, agent templates, DocuMine, AI-powered data extraction, and broader integration capabilities. |
| Elevate | Custom | All the benefits of Accelerate, plus advanced data export, company templates, document retention, user directory synchronization, external guest access, and premium support and professional services. |
| Financial Statement Suite | Optional add-on, custom pricing | An additional module for analyzing and documenting financial statement procedures. |
| UpLink | Optional add-on, custom pricing | A module for managing customer document requests and leveraging artificial intelligence for pre-verification. |
🧭 How to access the tool:
| Access Method | Details |
| Excel | The platform operates primarily within Microsoft Excel. |
| Integrations | It offers integration with the systems used by audit and finance teams. |
| AI Agents | Excel Agents and Agent Builder are included in plans that support AI capabilities. |
🔗 Try it out or visit the official website:
DataSnipper’s official website