Risk, transaction, and reporting teams use DataSnipper to work through evidence, reconcile data, and keep every conclusion linked to the source.
Take the manual checks out of advisory work
Spot errors faster and reduce review time
Turn client documents into analysis-ready data
Analyse disclosures, trial balances, reconciliations, and supporting documents together. Surface discrepancies and trace results back to the evidence behind them in one click.
Use agents for transaction diligence, financial reporting checks, reconciliations, contract review, and other document-heavy procedures. Review the results and supporting evidence before sign-off.
Turn a proven procedure into a reusable agent using natural language, then standardize how it is run across teams and engagements.
Keep analysis, calculations, and supporting documents connected in Excel. Reviewers can trace conclusions back to evidence without hunting through files or rechecking the work.
Matches key fields from engagement letters to the relevant population, flagging differences and missing supporting evidence.
Checks user access for incompatible combinations and verifies approved mitigating controls where access remains.
Checks management reviews for precise expectations, thresholds, and documented follow-up on identified variances.
Traces recorded revenue to signed statements of work and invoices, substantiating amounts against agreed deliverables.
DataSnipper's interface is incredibly intuitive. It's the tool we didn't know we needed, but now we can't live without! We have members from other teams reaching out to us to get in on the action.
Mitch Bolen
Advisory Manager, Squire
DataSnipper meets the highest industry standards for security and compliance.
