What is DataSnipper?
DataSnipper is an AI-powered auditing assistant built specifically for Microsoft Excel. It automates the process of reviewing financial documents, extracting key data, validating information, and generating audit evidence. By integrating directly into Excel, it enhances productivity and accuracy for auditors, finance teams, and compliance professionals.
Feature Table
| Feature | Details |
|---|---|
| Name | DataSnipper |
| Type | AI-Powered Document Review & Audit Automation Tool |
| Platform Integration | Microsoft Excel |
| Document Recognition | Yes – Scans and understands PDFs, Excel sheets, and other financial docs |
| Data Extraction | Yes – Automatically extracts structured data from documents |
| Excel Add-in | Yes – Fully embedded within the Excel environment |
| Data Comparison | Yes – Detects discrepancies and compares data from multiple sources |
| Error Detection | Yes – Flags potential inconsistencies or anomalies in financial data |
| Audit Evidence Collection | Yes – Captures, tags, and links supporting evidence to each data point |
| Automated Reporting | Yes – Generates audit-ready reports with embedded evidence and commentary |
| Natural Language Support | Partial – Mostly template-based, limited conversational input |
| Security & Compliance | GDPR compliant, enterprise-grade security protocols |
| Offline Mode | Partially supported – Core Excel functions work offline; cloud features limited |
| Multilingual Support | English interface; limited document language processing support |
| API Access | Not publicly available; enterprise custom integrations possible |
| User Support | Email, in-app guidance, tutorials, and enterprise onboarding |
Who Should Use DataSnipper?
Auditors and audit firms
Internal compliance and finance teams
Accountants needing to automate audit evidence gathering
Financial analysts working with large volumes of documentation
Enterprises requiring fast, accurate audit trail generation
How to Use DataSnipper (Step-by-Step)
Install the Excel Add-in
Download and install DataSnipper directly from their website or via Microsoft Store.
Upload Financial Documents
Import PDFs, Excel sheets, invoices, or other source documents into Excel.
Use Snip Functions
Highlight or “snip” relevant text, numbers, or tables to extract data and link audit evidence.
Analyze for Errors
Use AI tools to detect inconsistencies, missing data, or outliers in financial records.
Generate Audit Reports
Automatically compile findings and generate reports with embedded references.
Collaborate and Share
Use cloud or local storage options to share audit files with teams or stakeholders.
Pricing Plans
| Plan | Price | Features |
|---|---|---|
| Free Plan | $0/month | Basic Excel integration, document snipping, manual extraction |
| Standard Plan | $39/user/month | AI-powered extraction, error detection, audit reporting |
| Enterprise Plan | Custom Quote | Team management, custom integrations, dedicated support, advanced compliance |
🧪 Free trial available for all new users to explore full features.
Free vs Paid Comparison
| Feature | Free | Standard ($39/mo) | Enterprise |
|---|---|---|---|
| Excel Integration | ✅ | ✅ | ✅ |
| AI-Powered Data Extraction | ❌ | ✅ | ✅ |
| Document Snipping | ✅ | ✅ | ✅ |
| Error Detection | ❌ | ✅ | ✅ |
| Audit Evidence Collection | ❌ | ✅ | ✅ |
| Report Generation | ❌ | ✅ | ✅ |
| Team Collaboration | ❌ | ❌ | ✅ |
| Dedicated Support | ❌ | Standard Support | Priority Support |
Capabilities
Extract and tag financial evidence directly from PDFs in Excel
Reduce human error in audit processes with AI error detection
Automate audit report generation with embedded documentation
Validate multiple document sources against accounting entries
Streamline compliance and regulatory processes in audits
Evolution Timeline
| Year | Milestone |
|---|---|
| 2020 | Initial launch as a simple Excel audit plugin |
| 2021 | Introduced PDF recognition and basic snipping features |
| 2022 | Added AI-powered document matching and data comparison tools |
| 2023 | Launched automated reporting and evidence traceability |
| 2024 | Enterprise version introduced with compliance support and API customization |
| 2025 | Became widely used by Big Four audit firms and internal finance departments |
Pros and Cons
| Pros | Cons |
|---|---|
| Seamlessly integrates with Excel and PDF documents | Premium features locked behind higher-tier plans |
| AI-powered automation saves hours of manual auditing work | Initial learning curve for first-time users |
| Accurate document analysis and audit traceability | Offline usage is limited in features |
| Streamlines compliance and reporting processes | No public API for custom integration without enterprise plan |
| Audit-ready evidence collection within Excel | Mostly focused on finance/audit use cases |
Summary for Target Users
✅ Auditors who want to speed up document reviews
✅ Accountants needing audit trail evidence
✅ Enterprises managing high-volume financial data
✅ Compliance teams verifying financial documentation
✅ Excel users looking to power up auditing tools
Official Resources
Conclusion
DataSnipper stands out as a powerful AI assistant for auditors and finance professionals who work heavily within Excel. By automating tedious audit tasks like document analysis, error detection, and evidence tagging, it saves significant time while improving accuracy. The tool is especially valuable for teams needing to streamline compliance and reporting workflows. Though some advanced features are restricted to paid tiers, even the free plan offers solid functionality for solo or small-scale audits. For any organization looking to modernize its auditing processes, DataSnipper is a top contender.