Meet AI Extractions

Documents come in all shapes and formats, and we are expanding our extraction capabilities.

We are excited to announce AI Extractions, designed for documents that don’t follow a standard structure.

While Advanced Document Extraction is ideal for consistent, structured document types such as invoices, receipts, and tax forms, AI Extractions steps in when layouts vary, and documents don’t fit a predefined template.

Built to address a growing industry need

Professionals across audit and finance work with documents such as:

SOC 1 reports
Quarterly schedules
Investment documents
Payroll reports
Bank statements
And many more

These documents often look different, making manual extraction slow, repetitive, and error-prone. AI Extractions is built specifically to solve these challenges.

Meet AI Extractions

AI Extractions uses contextual AI to interpret and extract data from unstructured documents of all kinds, regardless of their layout.

How it works

AI Extractions integrates seamlessly into your Excel workflow:

1. Define the data you need

Define your extractions with prompts and reusable templates.

2. Run your extractions at scale

AI Extractions extracts fields, tables, and footnotes, structuring the output automatically based on your setup. Get fast and accurate results while staying in control of your output.

3. Review with full traceability

Click any value in Excel to view its source across documents. This ensures transparent, defensible reviews.

4. Reuse your templates

Save your setup once and reuse it across documents. Scale your workflows with consistent, streamlined extractions.

Trusted, Excel-native experience

AI Extractions works directly in Excel, keeping your workflow uninterrupted. No switching tools, no additional interfaces. Just faster, more reliable data preparation.

Tested and validated by leading teams

As part of our Design Partnership Program, we collaborated with audit and finance professionals worldwide to test AI Extractions. Here’s how this innovation helped our partners from Aprio, LLP:

“AI Extractions has enabled our team to quickly validate client data, improving both accuracy and efficiency. Its seamless integration into Excel made adoption easy and is a strong addition to the DataSnipper toolkit.”

Michael Lange - CEO and Managing Partner, Audit

"Our audit and assurance practice leverages AI-powered extractions through DataSnipper to streamline several of our audit processes. This approach enables us to quickly validate client data, ensuring accuracy and efficiency in every engagement."

Madison Gay - Senior Associate, Audit

Try it out for yourself!

Ready to explore AI Extractions?

Book a demo and see how DataSnipper turns unstructured documents into data that works for you.

Documents come in all shapes and formats, and we are expanding our extraction capabilities.

We are excited to announce AI Extractions, designed for documents that don’t follow a standard structure.

Built to address a growing industry need

Professionals across audit and finance work with documents such as:

SOC 1 reports
Quarterly schedules
Investment documents
Payroll reports
Bank statements
And many more

These documents often look different, making manual extraction slow, repetitive, and error-prone. AI Extractions is built specifically to solve these challenges.

Meet AI Extractions

AI Extractions uses contextual AI to interpret and extract data from unstructured documents of all kinds, regardless of their layout.