Snipping
Cross-reference Excel data to supporting document. The referenced files are stored in the workbook, allowing for a simple and efficient documentation of audit and finance procedures.
Collaborate in real-time with your team and synchronize Snips within the same workbook. Eliminate the need for time-consuming communication loops, and enable easy alignment and effective collaboration with relevant stakeholders.
Automatically extract data from documents with the same layout.
Extract at scale
Simply Snip all data fields from one document and DataSnipper applies the same logic to other documents. It's like a robot that multiplies your efforts.
Increase efficiency with My Templates
Save your Form Extraction setup as a Template for future use. Import new source documents to your Template, extract data within seconds.
Leverage Featured and Company Templates in Document Matching and Form Extraction features.
Featured Templates
A set of templates created by DataSnipper for the most common audit and finance procedures.
Company Templates
Instantly create, save, and share Company Templates across your organization to boost standardization and repeatability.
Perform quick actions to organize your Excel workbook and documents
Document Management
Easily remove or compress documents to reduce file size and/or redact text to hide sensitive information before saving your Excel workbook.
Advanced Document Management
Seamlessly organize your Excel workbook and documents by cleaning your document clutter. Advanced settings allow you to ensure a compliant way to store your documentation.
Drive DataSnipper Platform adoption across your organization
Metrics Dashboard
Track key performance indicators of your firms’ Platform usage. Understand the adoption rates, keep track of teams’ performance, pinpoint areas to improve and measure the impact of DataSnipper.
Advanced Reporting
Generate user-level and location-based granular reports to analyze Platform usage. Develop and implement custom adoption strategies per team or location, optimizing work processes and increasing engagement.
