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DataSnipper

DataSnipper

Excel add-in that automates audit and finance workflows

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Description

DataSnipper is a platform for automating common audit and finance tasks directly inside Microsoft Excel. It works as an Excel add-in, so you can keep using familiar spreadsheets while adding tools for faster data extraction, validation, and matching.

What it helps with

  • Extracting data quickly from documents into Excel
  • Checking and validating figures to reduce manual errors
  • Matching and reconciling data across sources within a workbook

How it fits into your workflow

  • Runs entirely in the Excel environment, without switching to new software
  • Adds automation tools on top of your existing spreadsheets
  • Requires basic setup after installation

Getting started tips

  • Use the built-in templates and automated checks to get the most value
  • For advanced features, plan time for training using the official video tutorials and the service academy materials

DataSnipper can be used by teams of any size, from individual contributors to larger audit and finance groups.

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