Unlock Faster, More Accurate Audits & Reconciliation with Document Matching

In today’s fast-paced finance and audit environment, teams are under pressure to deliver speed, accuracy, and traceability, without burning hours on manual reconciliation. That’s where Document Matching in DataSnipper shines.

Designed to automatically link your Excel data to supporting documents with full traceability, Document Matching transforms repetitive tasks into automated workflows. Whether you’re working in Internal Audit, External Audit, or Financial Control, this feature doesn’t just simplify your work. It elevates it.

Let’s explore three real-world use cases where Document Matching adds massive value to your processes.

1. Internal Audit: Streamline Control Testing & Operational Audits

Internal auditors are constantly validating controls and testing processes. Traditionally, this involves manually matching hundreds, sometimes thousands, of Excel entries to supporting evidence like invoices, contracts, and bank statements.

With Document Matching:

• Sample data is automatically reconciled to source files, saving hours of tedious clicking and searching.
• Advanced options like fuzzy matching and thresholds help handle real-world inconsistencies like typos or rounding differences with confidence.
• The result? Faster control testing with consistent, documented evidence, freeing your team to focus on high-risk areas instead of repetitive tasks.

This automation accelerates internal assessments, provides clear audit trails, and helps your team prove control effectiveness with confidence.

2. External Audit: Elevate Your Test of Detail Procedures

For external auditors, the Test of Detail is a cornerstone of the audit, involving extensive vouching and evidence verification. But manually reconciling ledger entries to documents is slow and error-prone.

Document Matching changes the game:

• Automatically match Excel sample data with supporting evidence, such as invoices and bank statements, in seconds.
• Matches are recorded as traceable snips, so every item has clear linkages back to the supporting source.
• You can even run multi-way matches across different document types, providing extra validation layers for your tests.

The outcome? Quality audit documentation with less manual effort, improved consistency across engagements, and reviewers who can navigate evidence with ease.

3. Financial Control: Reconcile Documents at Scale with Precision

Financial controllers juggle complex reconciliations, verifying journal entries against supporting documents, ensuring reports tie out, and resolving discrepancies before month-end closes.

Document Matching empowers financial control teams to:

• Reconcile large volumes of data automatically, linking entries to payslips, invoices, bank details, and more.
• Use templates for recurring reconciliations, so you never start from scratch again.
• Standardize processes across teams, reducing risk and improving operational consistency.

Rather than spending days hunting down mismatches, your team can focus on analysis and resolution, turning reconciliation from a bottleneck into a strategic advantage.

Why Adoption of Document Matching Matters Now

Across internal audit, external audit, and financial control, consistent data reconciliation is essential. Document Matching doesn’t just make reconciliation faster, it makes it standardized, traceable, and scalable.

By adopting Document Matching, organizations can:

• Save hundreds of hours of manual work.
• Improve audit quality with transparent, repeatable evidence links.
• Free teams from repetitive tasks, letting them focus on insights, risk identification, and strategic decisions.

If you’re ready to enhance productivity, reduce risk, and consistently deliver high-quality work, make Document Matching a core part of your workflow, your team (and your deadlines) will thank you.