
DataSnipper
Overview
DataSnipper is an Intelligent Automation Platform that accelerates financial processes like audit, tax, and finance by automating repetitive document tasks directly within Excel. It allows users to extract, cross-reference, and verify data from unstructured documents such as invoices, bank statements, contracts, and scans, significantly reducing manual effort and increasing efficiency.
The platform utilizes AI and OCR technology to accurately read and pull data from various document formats. Its key strength lies in its integration with Excel, making it a natural fit for finance professionals already working in spreadsheets. DataSnipper helps improve document control, enhance audit quality, and free up valuable time for analysis and higher-value tasks.
Key Features
- Document Matching: Automatically compare and match data between documents.
- Extraction Engine: Use AI-powered OCR to extract data points directly into Excel.
- Document Viewer: View documents side-by-side with your Excel workpaper.
- Link Documents: Create traceable links between data in Excel and its source in the document.
- Form Extraction: Extract data from structured and semi-structured forms.
- Table Extraction: Pull data from tables within documents.
- Continuous Control Monitoring: Supports ongoing monitoring of data accuracy.
- PDF Search: Quickly search for text within large PDF documents.
Supported Platforms
- Microsoft Excel (Windows Add-in)
Integrations
- Microsoft Excel
User Reviews
Pros
Significantly speeds up vouching and document verification. Intuitive interface within Excel. Excellent for handling large volumes of documents.
Cons
Can sometimes struggle with very low-quality scans. Pricing details require direct contact.
Pros
Saves enormous amounts of time. Easy to train new users. Creates a clear audit trail.
Cons
Limited to the Windows Excel environment. Initial setup and integration into existing workflows can take some adjustment.
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