DataSnipper
Excel add-in and agent platform for audit teams that extracts data from PDFs, matches evidence to workpapers and links figures to sources.
| What the AI does | DataSnipper AI Vision; AI Extractions; DocuMine document Q&A; Excel Agents; Disclosure Agents; Agent Library (prebuilt agents); Alwin by DataSnipper; UpLink AI pre-validation of client uploads |
|---|---|
| Who it serves | Small CPA firms |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | No |
| Best fit | Small firm, Mid-size firm |
| Category | Audit & Assurance AI |
| Also fits | Document Collection, OCR & Data Entry |
| Works with | Excel |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
DataSnipper is listed as a fit for small and mid-size firms, and the vendor names small CPA firms on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology. It also fits the Document Collection, OCR & Data Entry category.
What it costs
DataSnipper is priced by quote, so the demo is where you get a number tailored to your firm.
Good to know
DataSnipper lives inside Excel: snip evidence from PDFs into workpapers, match documents to samples, extract form data and compare versions, with the Accelerate package adding Excel Agents, Disclosure Agents, DocuMine question-answering across document sets and a library of prebuilt agents for bank-rec verification, three-way matching and unrecorded-liability searches. UpLink adds client document requests with AI checks on upload. Packages are Start, Accelerate and Elevate, all priced through a demo; the vendor says every top-100 firm uses it and posts SOC 2 compliance with a trust center.
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