DataSnipper

What DataSnipper does

DataSnipper provides document verification and AI automation for audit and finance teams. It connects evidence to spreadsheet workpapers and supports procedures such as transaction testing, reconciliations and financial statement review. Its current platform includes Excel tools and Alwin, a cloud environment for broader agent workflows. External auditors, internal audit teams and financial controllers are the intended users; professional review remains part of the process.

Excel evidence and document questions

Excel Agents work with spreadsheets and supporting documents. DataSnipper describes procedures for comparing inventory records with counts and receipts, screening journal entries against risk criteria, reconciling payroll with employee contracts, and checking expense claims against policy. Reusable agents let a team apply a defined procedure across engagements instead of starting each request from scratch.

DocuMine answers specific questions across multiple documents and presents references to the relevant evidence. Suggested answers can be accepted or rejected with Snips that connect the work to source material. A Question Bank supplies starting use cases, and reviewers can adjust the supporting Snips or add context before regenerating an answer. Its purpose is to make evidence easier to locate and evaluate, rather than remove the reviewer’s judgment.

Alwin and a sample audit procedure

Alwin adds cloud-based agent execution, planning and review. The documented sequence is to select an agent, add documents and approve the proposed plan. Agents can run in the background and return workpapers tied to source evidence. Reviewers can inspect exceptions and leave notes for rework. Organizations control who builds, runs and approves agents.

For example, an audit team could define an expense-testing procedure using the expense population, policy and receipts. Confirm the period and intended checks before approving the plan. Review unsupported items and duplicates flagged in the output, open the corresponding evidence and document the disposition of each exception. If a receipt is missing or a policy rule is ambiguous, resolve that issue with the client rather than treating a generated response as proof.

Limits that matter in an engagement

The tool can only work with the evidence and scope supplied. Source links help a reviewer follow a result, but an attached document may still be incomplete, outdated or unrelated to the assertion being tested. Check population completeness, document versions and agent instructions before relying on the workpaper. A flag indicates something to investigate; it does not by itself establish an accounting error or fraud.

Evaluate Excel compatibility, required integrations and client-document access against your firm’s environment. Start with a procedure whose expected result a reviewer can independently explain, and assess whether the resulting evidence and review record fit your engagement methodology.

Plans and access

The pricing page uses demo or sales requests. Start covers foundational matching and extraction; Accelerate adds AI capabilities including Excel Agents and DocuMine; Elevate adds Alwin and its cloud review workflow. Financial Statement Suite and UpLink are listed as add-on modules. Request a quote for the actual seats, agents and modules required rather than assuming every advertised capability is part of the entry package.