You can use DataSnipper to perform analytical procedures directly over a client's financial statements or trial balance, using Snips, Smart Search, and Find All Sums.

Use the manual snipping functionality in DataSnipper to extract financial statement data quickly. Find the balances you want to review in your client's financial statements, then use Text Snips to pull individual figures into your workbook. Once snipped, you can calculate variances and start your analysis.

You can click on a specific number within a financial statement to see all occurrences of it across your documents. This helps you navigate notes or management accounts and find supporting explanations for large movements.

Table Snip is especially useful for extracting financial statement data and creating current year vs prior year comparisons. Use it to retrieve all figures from a specific statement or to extract breakdowns of supporting balances from the notes. Table Snip also works across multiple pages for multi-page schedules.

DataSnipper's Smart Search lets you find specific words, phrases, unique references, and balances across all imported documents. Click the cell containing the value you want to find, or type it into the search bar, and DataSnipper shows all occurrences across every document in the workbook.

Use Find All Sums to perform recalculation procedures across multiple totals at once. Import the report you want to check and click Find All Sums in the Automation tab. DataSnipper creates a new sheet with Text Snips from each identified total. Column B shows the sum totals and column C shows the component parts, making it easy to review accuracy by scrolling through the document snips.