Datasnipper

DataSnipper is the agentic platform for audit and finance, trusted by all top 100 accounting firms and the Fortune 500 companies they serve. DataSnipper's AI agents handle the testing, automatically extracting, cross-referencing, and validating source documents across any audit or finance procedure, while your team reviews, approves, and stays in control. The result: faster, higher-quality audit and finance work, with the verification gap closed.

Please watch this short 5-minute video to get a general introduction to DataSnipper for Excel.

A 5-minute introduction to DataSnipper for Excel: what DataSnipper is, how Snipping works, and how it helps you extract, cross-reference, and validate source documents across audit and finance procedures.

From Platform features to Troubleshooting articles, this knowledge base contains dozens of articles to make your life easier, and is updated on a regular basis. Make sure to come back regularly.

The Knowledge Base has eleven categories. Under each category, you will find related articles to guide you through DataSnipper. Most articles have how-to videos to demonstrate how you can make use of DataSnipper features.

If you have a specific question in mind, type some keywords into the search bar to quickly find the relevant article.

Rating articles as helpful or unhelpful gives us insights to improve articles, videos, and more.

The articles below are recommended by DataSnipper before you get started. These articles explain how to use DataSnipper in audit and finance procedures.

<a href="https://knowledge.datasnipper.com/getting-started-with-snipping" rel="nofollow noopener noreferrer" target="_blank">Getting started with Snipping</a>

<a href="https://knowledge.datasnipper.com/how-to-automate-your-test-with-document-matching" rel="nofollow noopener noreferrer" target="_blank">How to automate your test with Document Matching</a>

<a href="https://knowledge.datasnipper.com/how-to-use-form-extraction" rel="nofollow noopener noreferrer" target="_blank">How to use Form Extraction</a>

- <a href="https://knowledge.datasnipper.com/getting-started-with-snipping" rel="nofollow noopener noreferrer" target="_blank">Getting started with Snipping</a>
- <a href="https://knowledge.datasnipper.com/how-to-automate-your-test-with-document-matching" rel="nofollow noopener noreferrer" target="_blank">How to automate your test with Document Matching</a>
- <a href="https://knowledge.datasnipper.com/how-to-use-form-extraction" rel="nofollow noopener noreferrer" target="_blank">How to use Form Extraction</a>
- <a href="https://knowledge.datasnipper.com/how-to-use-find-all-sums" rel="nofollow noopener noreferrer" target="_blank">How to use Find all Sums</a>

Our Knowledge Base offers a variety of use cases tailored toward specific procedures of audit and finance teams. Learn how to use DataSnipper on:

<a href="https://knowledge.datasnipper.com/guidance-for-documenting-your-audit-procedures-with-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for External Audit</a>

<a href="https://knowledge.datasnipper.com/how-to-automate-your-operational-audit-procedures-using-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for Internal Audit</a>

<a href="https://knowledge.datasnipper.com/overview-of-all-tax-use-cases-with-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for Tax</a>

<a href="https://knowledge.datasnipper.com/how-to-reconcile-a-trial-balance-with-financial-statements" rel="nofollow noopener noreferrer" target="_blank">Use Cases for Financial Control</a>

- <a href="https://knowledge.datasnipper.com/guidance-for-documenting-your-audit-procedures-with-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for External Audit</a>
- <a href="https://knowledge.datasnipper.com/how-to-automate-your-operational-audit-procedures-using-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for Internal Audit</a>
- <a href="https://knowledge.datasnipper.com/overview-of-all-tax-use-cases-with-datasnipper" rel="nofollow noopener noreferrer" target="_blank">Use cases for Tax</a>
- <a href="https://knowledge.datasnipper.com/how-to-reconcile-a-trial-balance-with-financial-statements" rel="nofollow noopener noreferrer" target="_blank">Use Cases for Financial Control</a>

DataSnipper allows you to save serious time and improve the quality of your already awesome work. If there is anything you need, reach out to our support team.

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