Use agents to run reconciliations, tie-outs, and financial-statement checks before review and sign-off. Every result traces back to the source, helping your team move through the close with less manual work.
Get through reconciliations faster
Be audit-ready by the close
Strengthen control before sign-off
Verify calculations, cross-check internal consistency, compare against prior-period figures, and confirm disclosures.
Match ledger data to invoices, bank statements, and other supporting schedules and reconcile the trial balance to the financial statements. Flag mismatches and keep the evidence linked.
Use agents for recurring finance work such as bank reconciliations, payroll reconciliations, and other verification procedures. Agents execute the steps and return traceable results for review.
Turn a proven reconciliation or financial review procedure into an agent once. Define the steps, logic, and exceptions in Agent Builder, then share it across the team.
Checks balance-sheet reconciliations for completeness, accuracy, timely review, and resolution of reconciling items.
Checks financial-close tasks for assignment, completion, evidence, and review within the approved close calendar.
Checks manual journal entries for preparation, authorization, independent approval, and supporting evidence.
Checks bank reconciliations against the general ledger and bank statements, including outstanding checks and deposits in transit.
Now with DataSnipper, even the routine processes have become part of a cleaner, smarter workflow that actually supports our thinking, not just our to-do list.
Jeandre Els
Financial Controller, Recharge
DataSnipper meets the highest industry standards for security and compliance.
