Datasnipper

Use cases for Internal Audit

Validate the key attributes of a capital expenditure transaction in DataSnipper: supporting proposal details, authorization by required personnel, and reconciliation of ledger entries to supporting documents.

How to perform Capital Expenditure Authorization with DataSnipper

SOX Controls

How to use Form Extraction and Snips to create standardized IT controls testing procedures in DataSnipper, using User Account Deprovisioning as an example.

How to standardize your IT Controls Testing with DataSnipper

Use manual Snips and Search and Snip in DataSnipper to evaluate the design and implementation of controls, documenting each attribute and validating approvals.

How to evaluate the Design and Implementation of Controls

Controls

Automate sample testing for an operational audit in DataSnipper using Document Matching, then inspect judgemental aspects with Validation and Exception Snips.

How to automate your Operational Audit procedures using DataSnipper

Operational Audits

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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