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DataSnipper

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DataSnipper 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Screenshots
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews
  • Popular Comparisons

Overview

DataSnipper
DataSnipper
4.7
(128)

Pricing

Pricing available upon request

About DataSnipper

DataSnipper is an Excel-native intelligent automation platform for audit and finance teams. In the agentic era, DataSnipper introduces Excel Agents: purpose-built AI agents that turn your intent into action, helping you complete audit and finance procedures faster, without leaving Excel.

Use DataSnipper to match, extract, and compare information across spreadsheets and supporting documents, then create review-ready documentation with full traceability. Every value and AI-generated insight can be linked back to the source evidence, making results easy to validate and defend during review.

Common workflows include test of controls, substantive testing, reconciliations, and evidence validation, with AI that supports consistent workpapers and reduces manual copy-paste.

Trusted by Deloitte, EY, KPMG, PwC, BDO, and 600,000+ professionals in 85+ countries. Easy to adopt, with support from our Customer Success team.

DataSnipper Screenshots

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DataSnipper Pricing and Plans

Free Trial
Free Version

Start

Pricing available upon request

Plan includes:

  • Platform OCR
  • Manual Snips
  • Table Snip
  • Document Management
  • Document Viewer
  • Reporting
  • E-mail support
  • Knowledge base
  • Form Extraction
  • Document Matching
Read More

Accelerate

Pricing available upon request

Plan includes:

  • DocuMine
  • Advanced Document Extraction
  • AI Extractions
  • Standard Data Export

Elevate

Pricing available upon request

Plan includes:

  • Advanced Data Export
  • Company Templates
  • Document Retention
  • Premium Services
  • Directory Sync
  • External Guest Access
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DataSnipper Features

  • Popular features found in Data Extraction
    API
    Data Connectors
    Data Import/Export
    Data Verification
    Document Extraction
    Email Address Extraction
    Image Extraction
    Multiple Data Sources
    Phone Number Extraction
    Reporting/Analytics
    Third-Party Integrations
    Web Data Extraction
  • More features of DataSnipper
    Access Controls/Permissions
    Accounting
    Accounting Integration
    Accounts Payable
    Accounts Receivable
    Activity Dashboard
    Activity Tracking
    AI Copilot
    AI/Machine Learning
    Approval Process Control
    Asset Tracking
    Audit Management
    Audit Planning
    Audit Trail
    Auto Extraction
    Bank Reconciliation
    Batch Processing
    Billing & Invoicing
    Business Process Control
    Cash Management
    Commenting/Notes
    Compliance Management
    Compliance Tracking
    Contract/License Management
    Controls Audit
    Customizable Forms
    Customizable Reports
    Customizable Templates
    Dashboard
    Data Aggregation and Publishing
    Data Capture and Transfer
    Data Discovery
    Data Extraction
    Data Management
    Data Mapping
    Data Security
    Data Visualization
    Document Automation
    Document Capture
    Document Conversion
    Document Management
    Document Review
    Document Storage
    Expense Tracking
    File Sharing
    Financial Analysis
    Financial Management
    Financial Reporting
    Financial Risk Reporting
    Fixed Asset Management
    For Government
    For Legal Professionals
    Forms Management
    Fraud Detection
    Full Text Search
    Fund Accounting
    General Ledger
    Generative AI
    Income & Balance Sheet
    Inventory Management
    Invoice Management
    Invoice Processing
    KYC Compliance
    Language Detection
    Machine Learning
    Multiple Format Support
    Natural Language Processing
    Optical Character Recognition
    Pricing Extraction
    Process/Workflow Automation
    Profit/Loss Statement
    Purchase Order Management
    Purchase Order Reconciliation
    Real-Time Reporting
    Risk Analysis
    Risk Assessment
    Risk Management
    Sarbanes-Oxley Compliance
    Secure Data Storage
    Security Auditing
    Self Service Portal
    Task Management
    Text Extraction
    User Management
    Version Control
    Workflow Management

DataSnipper Integrations

Microsoft Azure
Microsoft Azure
Microsoft Excel
Microsoft Excel
Suralink
Suralink

DataSnipper User Reviews

Overall Rating

4.7

Ratings Breakdown

5

72%

4

27%

3

0%

2

1%

1

0%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.6

Functionality

4.6

VR

Verified
Reviewer

Accounting

10000+ employees

Used weekly for less than 6 months

Reviewed April 2023

DataSnipper review

5

great

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
convenient to use, especially in audits (scanning of PDF files)
Cons:
sometimes it lags though not all the time

Read More

CM

Celina M.

Verified reviewer

Entertainment

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2024

Handling Business Accounting Like a Pro

5

Ratings Breakdown

5
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
Pros:
With DataSnipper, auditing and handling business accounting needs has been easy.
Cons:
DataSnipper serves best accounting features - no dislikes.

Read More

RT

Rochelle T.

Verified reviewer

Accounting

201-500 employees

Used weekly for more than 2 years

Reviewed January 2023

Overall positive but improvements desired

4

Overall the software provided efficiencies in the audit and FS review processes. Though it does not fully provide what we need, the pros outweigh the cons, so we continue to use the software in out day to day audit and FS review processes.

Ratings Breakdown

4
Ease of use
5
Customer support
3
Functionality
icon
Pros:
Reduced the amount of time reviewing financial statements, reduced audit documentation time, and increased efficiency in reviewing audit documentation
Cons:
There were multiple issues identified with the automated results of the financial statement suites, and reduced functionality of some features with the latest version issued made certain aspects of FS review more difficult than in previous versions.

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CR

Christina R.

Verified reviewer

Medical Devices

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2024

Useful Solution for Cash Management

5

DataSnipper has all the accounting extensions, and there useful costs controls.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
4
Functionality
icon
Pros:
DataSnipper has made the bank reconciliation reliable, and there are defined cash control.
Cons:
DataSnipper is the distinguished avenue that makes every accounting procedure reliable.

Read More

HS

Harischandra S.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 2 years

Reviewed March 2023

Auditing with DataSnipper

4

Our team has been using DataSnipper for several months now, and it has considerably improved our efficiency in audit work. The automation features have saved us a significant amount of time on repetitive tasks, allowing us to focus on higher-risk areas. The intelligent audit features have also helped improve the accuracy and quality of our work. However, there are some functional issues, such as the Validation Snip and Table Snip, that need improvement. Additionally, the pricing structure can be prohibitive for small and medium practitioners with low license volumes. Despite these issues, DataSnipper remains a valuable tool for auditors looking to streamline their workflow and improve efficiency.

Ratings Breakdown

4
Ease of use
3
Value for money
3
Customer support
4
Functionality
icon
Pros:
DS has truly impacted the way we audit over the last year. We have been using the tool for a few months now, and we can confidently say that it has saved us a considerable amount of time on repetitive tasks. This has allowed us to shift our focus towards more high-risk areas and tasks that require the attention of senior resources. As a result, we have been able to improve the quality and accuracy of our work.One of the key benefits of DS is its automation features. The tool automates many of the manual tasks that we used to perform, such as vouching, verifying, copying and pasting data, and reconciling data. This has freed up a lot of our time and resources, which we can now allocate towards more valuable tasks that require our attention.Another benefit of DataSnipper is its seamless integration with Excel. Most of our audit work is done in Excel, so having a tool that integrates with it is incredibly convenient. This also makes it easy for us to get started with the tool without extensive training, as we are already familiar with the Excel interface.The user-friendly interface of DataSnipper is another advantage. The tool is intuitive and easy to use, even for those who are not Excel experts. Overall, DataSnipper is a tool that any auditor should consider. It streamlines our workflow and improves our efficiency, which allows us to provide better value to our clients.
Cons:
While DS has been a useful tool for automating certain audit tasks, there are some areas for improvement that could impact its overall effectiveness. One issue is the high price, which may be prohibitive for small and medium practitioners with low license volumes. Additionally, the pricing structure can be discriminatory towards customers with lower volumes, which can be frustrating.There are also some functional issues that could potentially affect the reliability and accuracy of the tool. For example, the Validation Snip does not actually validate amounts and users may unintentionally mark something as validated when it is not. The Table Snip also has issues when editing rows, which can cause data to be merged incorrectly.Another area for improvement is the lack of formatting options and inability to change general settings of functions, such as font size and color. Additionally, it would be helpful to have the ability to insert audit ticks into imported documents.While the FIND ALL SUMs function is useful, it does not always accurately check the totals when there is a net total, and the SUM Snip may pick up some numbers with a minus sign when they should be positive. Overall, while DS can be a helpful tool for automating audit tasks, users should be aware of these potential issues and weigh them against their specific needs and preferences. DS's use may cause Excel to freeze and it's incompatible with older versions of Office, but doesn't detract from its overall value.

Read More

SP

Shea Sheenamae P.

Verified reviewer

Accounting

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed September 2023

Efficient

5

Overall, it very useful and efficient to use.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It helps users save time of copying and pasting data from pdf to excel file. It makes the work more efficient.
Cons:
When having big multiple files imported, it slows down the opening of workpapers.

Read More

AN

Anja N.

Verified reviewer

Accounting

11-50 employees

Used weekly for more than 2 years

Reviewed June 2023

Datasnipper is worth it!

5

Datasnipper solves the time problem in audit by eliminating the need to capture support manually and also human error where mistakes are made when documents are captured. These documents are imported and the detail thereon is either extracted or snipped instead of being captured manually by retyping from physical documents. Which saves alot of time and also does not leave juniors stuck on tasks for hours and hours.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Datasnipper eliminates phantom ticking - one of audit engagements worst threat (the threat that an audit member will state that it is correct without checking the support or substance) Due to the ability of the software to import the support and then allow the manager to check it that what is tested is correct is fantastic. Also significantly reduces capturing errors made by junior staff when capturing a lot of support.
Cons:
Some features are not available and require additional expansion or products to get the use of the functionality. The standard model is great but is not really competing with all the additional features that are available and you are limited to the subscriptions purchased by the organization as a user.

Read More

MP

Maureen P.

Verified reviewer

Accounting

1001-5000 employees

Used daily for more than 2 years

Reviewed January 2023

Datasnipper saves time and money in audit

5

I do enjoy all the benefits of DataSnipper, as it saves a lot of time, which I can spend on more important tasks in my work.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
I do enjoy that this software allows things to be easier in the form of importing documents, and importing specific lines of information into excel. It's very good that I can set the format of the first page of the documentation, and it can import information into excel from multiple pages. This makes testing much easier, and saves a lot of time. This enables me as the user to focus on analytical tasks in my work, rather than retyping information from various sources for my audit documentation.
Cons:
Nothing comes to mind. I cannot think of any specific shortcomings of this software.

Read More

CH

Clemens H.

Verified reviewer

Accounting

11-50 employees

Used daily for less than 6 months

Reviewed June 2023

Implementaion process of DataSnipper in our audit firm

5

Implementing the tool was quite easy. The whole DataSnipper-Team is very helpful and has quick response times

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Easy to use; makes life easier for an auditor; allows perfect cross referencing; all documents are collected in one excel-sheet --> very easy to review to work papers
Cons:
Slows down the response times of excel-workbooks due to the embedded documents

Read More

GS

Graham S.

Verified reviewer

Accounting

10000+ employees

Used daily for less than 12 months

Reviewed March 2023

Datasnipper Fanatic

5

Sensational, probably my favorite tool to use while completing testing. Genuinely get excited when I find a good opportunity to use it!

Ratings Breakdown

5
Ease of use
5
Functionality
icon
Pros:
Datasnipper allows everyone to work faster through testing in audit. Whether it's using it for manual snips to avoid typing, or using document matching or form extraction to pull information quickly from hundreds on invoices... Datasnipper is a time saver for all parties from staff to partner.
Cons:
Not much, I think they need to publicize training videos or make more of them so people understand how to use it more. I've been teaching alot of poeple within my firm personally. I want everyone to use it!

Read More

Showing 1 - 10 of 128 Reviews

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