Match
Automate reconciliation with full traceability at scale
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Automate reconciliation with full traceability at scale
Manual matching is slow and prone to errors. Document Matching automates reconciliation, linking your Excel data to source evidence in seconds. With full traceability, reviews are now faster, standardized, and accurate.
Automatically match Excel data with supporting documents. Document Matching finds the correct text, date and/or number in a source document, creating a reference to your sample data.
Save your Document Matching setup as a Template for future use. Import new source documents to your Template, and reconcile data within seconds.
Get started with a set of templates created by DataSnipper for the most common audit and finance procedures.
Instantly create, save, and share Company Templates across your organization to boost standardization and repeatability.
up to 94% efficiency gain when using Document Matching in testing procedures
570 hours saved - manual processes that took 600 hours now only take 30
50% time savings while conducting Control Testing and Operational Audits
Choose from options like Required fields, Fuzzy-text or Partial Matching to add additional rules or flexible options to increase the quality of your reconciliation.
Use Force Match to restrict output matching to a particular section of the document, ensuring more precise and context-specific matches
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