DataSnipper
The agentic platform for audit and finance
Overview
DataSnipper takes the part of audit work nobody enjoys, tying numbers on a financial statement back to source documents one by one, and hands it to an AI agent that runs inside Excel. It extracts figures from PDFs and invoices, matches them against your workbook, and flags discrepancies, while keeping a visible trail of what it checked so a reviewer can sign off with confidence rather than re-doing the work themselves.
It's built specifically for audit and finance teams, external auditors, internal audit, tax, and financial controllers, at a level of firm that already has structured testing processes. That focus shows up in the pricing: DataSnipper doesn't publish numbers on its site at all, pushing everyone toward a demo and a custom quote. Third-party estimates put per-user costs anywhere from roughly $64 to $175 a month depending on tier, but treat that as a rough guide, not a confirmed figure, until you get a quote directly.
Key Features
Excel Agents: AI agents that run extraction, matching, and testing tasks natively inside Excel.
Document Matching: Cross-checks figures across multiple source documents automatically.
DocuMine: AI-powered data extraction from PDFs and scanned documents (Accelerate tier and up).
Version Comparison: Flags what changed between document versions during a review cycle.
Audit Trail and Comments: Built-in review notes and sign-off tracking for compliance.
Single Sign-On: Enterprise-grade access controls from the entry tier up.
Pricing
Starting price
Not publicly listed; DataSnipper requires a demo for a quote (third-party estimates place the Start plan around $64+/user/month, unconfirmed)
Start: Pricing not published. Form extraction, document matching, version comparison, comments, SSO.
Accelerate: Pricing not published. Adds DocuMine AI extraction and standard data export.
Elevate: Pricing not published. Adds advanced data export, company templates, document retention, external guest access.
Disclaimer: DataSnipper does not publish pricing; the figures above and any third-party estimates are unconfirmed. Book a demo on DataSnipper's own site for an actual quote.
Pros
Deep Excel Integration: Works inside the spreadsheet auditors already live in, rather than a separate platform to switch to.
Trusted at Scale: Used by all top 100 accounting firms, which is a meaningful trust signal for a compliance-sensitive tool.
Keeps Humans in the Loop: Flags and matches for review rather than auto-approving figures, which fits audit standards.
Strong Document Handling: Extraction and version comparison cut real hours out of manual testing.
Cons
No Public Pricing: You cannot get a real number without booking a demo, which slows down evaluation.
Likely Expensive: Third-party estimates suggest per-user costs that put it out of reach for small firms or solo practitioners.
Excel-Centric: If your workflow isn't Excel-based, the core value proposition doesn't translate as well.
Built for Audit Specifically: Less useful for general finance or accounting tasks outside of testing and document matching.
What Makes It Unique
Native Excel Agents: Runs AI extraction and matching directly inside the Excel workbook auditors already use, instead of forcing a separate platform into the workflow.
Kay Score
7
/ 10
Tool Information
Pricing
Not publicly listed; DataSnipper requires a demo for a quote (third-party estimates place the Start plan around $64+/user/month, unconfirmed)
Category
Finance & Accounting
Platform
Web / iOS / Android
Last Updated
