Reconciling financial documents
Use DataSnipper to automatically reconcile financial documents.
Easily match documents
Automatically match and reconcile Excel data with supporting documents, like invoices, bank statements, and payslips. Document Matching finds the correct text, date and/or number in a source document, creating a reference to your sample data.
Boost standardization with Templates
Save your Document Match setup as a template for future use. Instantly create, save, and share Templates for recurring reconciliations to increase consistency and save time.
Leverage centralized workspace
Cross-referencing allows financial controllers to easily match and reconcile data directly in Excel, strengthening their reconciliations. Having DataSnipper as a tab in Excel allows to perform quick and easy reviews.
