# DataSnipper Reviews **Vendor:** DataSnipper **Category:** [Financial Audit Software](https://www.g2.com/categories/financial-audit) **Average Rating:** 4.8/5.0 **Total Reviews:** 219 ## About DataSnipper DataSnipper is the intelligent automation platform transforming how audit and finance teams work. Powered by AI Agents, DataSnipper helps professionals reduce manual work, analyze documents and data faster, and focus more time on judgement and analysis where it matters most. In 2025, DataSnipper delivered more than $1.4B in productivity savings across audit and finance workflows, as organizations increasingly adopted AI to support complex, regulated processes. At the center of this innovation are Excel Agents and Disclosure Agents, designed to move beyond task-level automation and support end-to-end audit and reporting workflows directly inside Excel. DataSnipper's innovation has been recognized globally, including the 2026 Forbes Fintech 50 — the only European company on the list — and TIME's Best Inventions of 2025 in the Artificial Intelligence category for DocuMine, highlighting breakthrough AI designed to help professionals analyze large volumes of documents with speed and transparency. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals in 175 countries to accelerate audit and finance workflows while maintaining full transparency and control. AI Agents: The Next Generation of Audit & Finance Automation At the core of DataSnipper are Excel Agents and Disclosure Agents, designed to go beyond task-level automation and support complete audit and reporting workflows: - Excel Agents — Describe a task in plain language and the agent plans and executes it end-to-end: matching sample data to documents, extracting key fields, and comparing results to expectations. No templates, no complex setup — just prompt-driven automation with explainable, audit-ready outputs and full cross-references. - Disclosure Agents — Turn days of manual disclosure checklist reviews into minutes. Automatically analyze checklists against financial statements across IFRS, GAAP, and other global standards, cross-check firm-specific policies, and link every requirement to transparent, verifiable evidence. Intelligent Automation Features DataSnipper also gives audit and finance teams a full suite of automation capabilities directly in Excel: - Document Matching — Automatically match Excel data to invoices, bank statements, contracts, and other source documents. - Data Extraction — Extract data from documents with consistent layouts and apply the same logic at scale. - DocuMine — AI-powered document intelligence that lets teams mine, analyze, and verify large volumes of documents. Named to TIME's Best Inventions of 2025 in the Artificial Intelligence category, alongside Nvidia, Anthropic, and DeepSeek. - AI Extractions — Turn unstructured documents across languages and formats into analysis-ready data directly in Excel. - Cross-Referencing & Audit Trail — Every snip, extraction, and AI output links back to its source document, creating a fully traceable, verifiable audit trail. - Real-Time Collaboration — Work simultaneously with team members in the same workbook, syncing data and references in real time. Why Audit & Finance Teams Choose DataSnipper - Lives inside Excel — No new tools to learn. Teams adopt DataSnipper immediately within the environment they already know, supported by a dedicated customer success team. - $1.4B+ in productivity savings delivered in 2025 — Measurable impact across audit and finance workflows globally. - 600,000+ professionals across 175 countries — Trusted by all Big Four firms (Deloitte, EY, KPMG, PwC), Fortune 500 companies, government agencies, and global enterprises. - Award-winning innovation — 2026 Forbes Fintech 50 (only European company on the list) · TIME Best Inventions 2025 (AI category) · Fast Company Next Big Things in Tech 2025 · G2 Leader in Financial Audit Software. - Scales with your team — Three packages (Start, Accelerate, Elevate) to support firms from small practices to global organizations. Built for Trust and Transparency Every AI output is grounded in source evidence. DataSnipper does not train or fine-tune models on customer data. Customer prompts and documents are processed temporarily (up to 24 hours) and then permanently deleted. SOC 2 Type II certified, with data encrypted in transit and at rest, and regional data centers across the U.S., EU, and Australia. See DataSnipper in Action Ready to automate your audit and finance workflows with AI Agents? Book a personalized demo and discover how DataSnipper can help your team reduce manual work, improve quality, and reclaim time for higher-value analysis, all without leaving Excel. ## DataSnipper Pros & Cons **What users like:** - Users find DataSnipper **easy to use** , significantly simplifying and speeding up the auditing process. (28 reviews) - Users appreciate the **efficiency of document management** in DataSnipper, greatly reducing manual tasks and saving time. (13 reviews) - Users value the **efficiency** of DataSnipper, significantly speeding up audit procedures and enhancing accuracy in data handling. (12 reviews) - Users value the **time-saving capabilities** of DataSnipper, enhancing efficiency in audit tasks and document management. (8 reviews) - Users love how DataSnipper enhances **audit efficiency** , drastically reducing time spent on manual tasks and streamlining workflows. (7 reviews) - Efficiency Improvement (5 reviews) - Users value the **time-saving capabilities** of DataSnipper, enhancing efficiency in audit and documentation tasks. (5 reviews) - Automation (4 reviews) - Evidence Management (4 reviews) - Implementation Ease (4 reviews) **What users dislike:** - Users find that **slow loading** can hinder efficiency, especially when handling multiple or scanned documents with DataSnipper. (5 reviews) - Users face **bugs and functionality issues** with DataSnipper, especially with document extraction and copy-pasting tasks. (3 reviews) - Users experience **formatting issues** with DataSnipper, making document extraction and alignment tedious and inefficient. (3 reviews) - Users report **missing features** like custom shortcuts and limitations on advanced automation, affecting usability and flexibility. (3 reviews) - Users find **poor usability** in DataSnipper, struggling with correcting snips and slow spreadsheet performance. (3 reviews) - Users experience **software bugs** that hinder OCR performance and create issues with document extraction and Excel integration. (3 reviews) - Users face challenges with **inconsistent OCR functionality** , affecting document extraction accuracy and requiring manual input. (2 reviews) - Users experience **Excel slowdowns and limitations** with DataSnipper, affecting productivity and workflow efficiency during usage. (2 reviews) - Slow Performance (2 reviews) - Technical Issues (2 reviews) ## DataSnipper Reviews ### 1. Efficient Document Vouching and Faster Client Info Retrieval **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjay C. | Senior Associate Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2026 **What do you like best about DataSnipper?** It makes it easier to vouch documents, is efficient for finding information from clients, and provides better support for conclusions in the working papers. **What do you dislike about DataSnipper?** Sometimes, the DataSnipper upload doesn’t load when I open an Excel working paper document. **What problems is DataSnipper solving and how is that benefiting you?** It helps provide support for the information being audited because I can easily review the documents being tested. It also makes the audit more efficient, since I can vouch the client’s documents in one go. Overall, it solves the problem of having to search for which documents to request from a client when I’m preparing a working paper from the prior year. **Official Response from Chloe Shoobridge:** > Thanks so much for the review, Sanjay! We're glad to hear that DataSnipper is making your audit work more efficient, that's exactly what we're aiming for. We're sorry to hear about the loading issue when opening Excel working papers. We'd love to look into this for you — could you reach out to our support team: https://knowledge.datasnipper.com/kb-tickets/new Thanks again for sharing your experience, and happy snipping! ### 2. Revolutionizes Audit Productivity with Seamless Excel Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sleeva R. | Audit Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2025 **What do you like best about DataSnipper?** DataSnipper is an outstanding productivity tool for auditors and finance professionals. Its automated document matching, extraction, and cross-referencing features within Excel dramatically reduce manual audit work. The ability to instantly trace values from source documents to working papers improves both speed and audit quality. It integrates seamlessly with Excel and works extremely well with large datasets and PDF evidence. The highlighting, snipping, and referencing features significantly enhance audit documentation and review efficiency. **What do you dislike about DataSnipper?** While DataSnipper is extremely powerful, some advanced features require time and training to fully master. Performance can occasionally be impacted when processing very large or poorly scanned PDF files. Certain advanced automation features are locked behind higher-tier licences, which may not always be cost-effective for smaller teams. **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper eliminates the need for time-consuming manual ticking, tying, and document matching. It automates evidence extraction, strengthens audit trails, and significantly reduces human error. This leads to faster audit completion, improved audit quality, stronger documentation for review, and increased capacity for teams to focus on higher-risk and judgemental areas. ### 3. Enhances Audit Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Christabelle M. | Audit Staff, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about DataSnipper?** DataSnipper significantly speeds up my audit procedures by automating routine tasks like matching, cross-referencing, and extracting data from documents. It reduces human error, improves accuracy, and makes working with large volumes of evidence much easier. The integration it has with Excel is my major like. Overall, this tool has helped me save a lot of time during busy periods. **What do you dislike about DataSnipper?** None noted so far. Keep up the good work. **What problems is DataSnipper solving and how is that benefiting you?** For me, it improves efficiency, speeds up testing, and makes working with large sets of evidence more manageable. I’m able to complete procedures faster, stay organized, and focus more on higher-value audit work instead of basic admin tasks. ### 4. Effortless Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Tomi V. | Senior Audit Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about DataSnipper?** DataSnipper has significantly improved the way I approach audit tasks by offering an intuitive and user-friendly interface that requires minimal onboarding. The straightforward implementation process allowed for a seamless integration of DataSnipper into my daily audit activities. The software is remarkably fast, allowing me to complete documentation and testing procedures with greater efficiency. It handles English-language documents with precision and integrates seamlessly with numerical data, making it an excellent tool for tasks such as recalculations, walkthroughs, and data validation. Overall, DataSnipper has become an essential part of my workflow, enabling me to focus more on analysis and less on manual work. The customer support team has been responsive and helpful, providing clear guidance whenever needed and ensuring a smooth experience with the platform. I use DataSnipper on a daily basis, and it has become an indispensable part of my workflow. **What do you dislike about DataSnipper?** While DataSnipper performs exceptionally well with English-language documents and numerical data, I would appreciate broader language support. As someone working with documents in Bulgarian and other languages, enhanced multilingual capabilities would make the tool even more versatile and valuable in diverse audit environments **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper addresses several key business challenges commonly faced in audit and assurance work. It significantly reduces the time spent on manual documentation, testing, and data validation by automating repetitive tasks. This leads to increased efficiency and allows teams to focus on higher-value activities such as analysis and risk assessment. The tool is especially effective in handling large volumes of financial data and English-language documents, making it ideal for procedures like recalculations, walkthroughs, and control testing. By improving accuracy and consistency, DataSnipper also helps mitigate the risk of human error and enhances the overall quality of audit deliverables. ### 5. Real Time-Saver That’s Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2026 **What do you like best about DataSnipper?** Real time saver, we use it regularly. And its pretty easy to use **What do you dislike about DataSnipper?** I’d like to be able to select items one at a time. **What problems is DataSnipper solving and how is that benefiting you?** I converted a large number of invoices into Excel so I could import the data into QBO, including cash and broker write-ups. ### 6. Outstanding Experience—Highly Recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Gbenga A. | Senior Audit Associate, Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2025 **What do you like best about DataSnipper?** It makes review easier and seamless as reviewer can see all support document in one place without having to switch screen. It also act as a secure storage application/device when support documents are datasnipped. I use it often as it is user friendly and require no technical knowledge. **What do you dislike about DataSnipper?** The document becomes heavy after snipping **What problems is DataSnipper solving and how is that benefiting you?** Trust. Reduces risk. ### 7. Invaluable App for Gathering Data and Summary Reports **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about DataSnipper?** its a great app, it has been invaluable in gathering data for summary reports **What do you dislike about DataSnipper?** it can be a little finicky to define rows/columns in table snipping **What problems is DataSnipper solving and how is that benefiting you?** gathering specific data from a batch of documents ### 8. The best tool for formalization and time-saving in your work **Rating:** 5.0/5.0 stars **Reviewed by:** Bertrand M. | Super outil, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2025 **What do you like best about DataSnipper?** The advantages are twofold: - Time saving: you will be able to carry out your audit work by linking the documents and performing almost only reconciliation checks. - Formalization: all the stakeholders of the mission have the documents available for the execution of the work and the review. No more doubt about what is done and how the work is carried out. **What do you dislike about DataSnipper?** I only have positive things to say about this tool. **What problems is DataSnipper solving and how is that benefiting you?** I have never had a problem ### 9. improves efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about DataSnipper?** I like the text snip and sum snip, I also like the financial suite **What do you dislike about DataSnipper?** The table snip sometimes does not align the lines properly making it hard to go into the table and manually align the lines especially when sniping bank statements which becomes long and defeats the purpose of efficiency. **What problems is DataSnipper solving and how is that benefiting you?** It helps with auditing the samples received from clients as I can easily snip out what I need from the pdfs without struggle, it also helps with less typing and minimal errors ### 10. What a tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2025 **What do you like best about DataSnipper?** DataSnipper is a very clever and useful tool which sits in Excel as a plug-in. As an accountant (and auditor) it allows me to speed up manual tasks via it's AI abilities. When auditing, much time has been saved by using DataSnipper for invoice tracing, payroll summaries, and call and casts. This tool makes tasks more efficient and less monotonous. Big thanks to the team and minds behind this tool, what an amazing initiative! **What do you dislike about DataSnipper?** I've got no complaints. Keep on improving and working on the functionality, who knows what else DataSnipper can assist with, I'm excited to see! **What problems is DataSnipper solving and how is that benefiting you?** Datasnipper is speeding up the 'manual processes' of invoice tracing, data referencing and even call and casts of financial statements. ### 11. Effortless PDF Data Snipping Makes Work a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2025 **What do you like best about DataSnipper?** The ability to easily snip data from PDF documents **What do you dislike about DataSnipper?** I have not used DataSnipper for a long time therefore i havent come across any feature which i would dislike. **What problems is DataSnipper solving and how is that benefiting you?** It is helpful for our current accounting assignment were we need to input large volume of information on Excel in order to make the accounting entries. With the help of data snipper, data from customer invoices / supplier invoices can be easily extracted on Excel and saves us a lot of time. ### 12. Datasnipper is the tool you need for auditing! **Rating:** 4.5/5.0 stars **Reviewed by:** Kess L. | Senior Audit Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about DataSnipper?** Data Snipper brings many benefits to audit work when it comes to efficiency. The processing of audit evidence is made faster and the review work necessary afterwards is made easier & more structured. **What do you dislike about DataSnipper?** I don't particularly have any complaints thus far when it comes to DataSnipper. **What problems is DataSnipper solving and how is that benefiting you?** Processing and reviewing of audit evidence quicker. Reviewing the FS quicker and efficiently. Testing the reliability and completeness of IPE's and more.. ### 13. Datasnipper is simply disrupting the way I do Financial Auditing **Rating:** 5.0/5.0 stars **Reviewed by:** Godefroy D. | Auditeur, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2025 **What do you like best about DataSnipper?** Datasnipper permits to gain a lot of time on low added value tasks such as copying datas allowing us to be more focused on deep analysis. It offers a much quicker treatment of documents batch by matching them in a speed and accuracy manner freeing time to investigate and document deflections. I'm using it on a daily basis on all type of documents (pdfs, excel, emails even photos) and for almost any financial cycle, it can even extract a General Ledger from a PDF in Excel in minutes. On the top of it, it's simple and intuitive to implement on our own company templates. As the tool is still in the beginning of its implementation within our office I bet we will perform even better ounce we'll reach a full capacity for all our staff and be able to automate even further our work sheets. The Icing on the cake : a nice and responsive support joined with a data banks of short videos illustrating how to use it and the capability of the tool. **What do you dislike about DataSnipper?** I didn't find any big downside of using Datasnipper after a full year of testing + using. The one thing would be the weak compatibility with a tactile interface i wish we could use a touch pen for an "old fashinoned" way of highling... This is a detail. **What problems is DataSnipper solving and how is that benefiting you?** Datasnipper permits to gain a lot of time on low added value tasks such as copying datas allowing us to be more focused on deep analysis. It offers a much quicker treatment of documents batch by matching them in a speed and accuracy manner freeing time to investigate and document deflections. ### 14. Saves a lot of time **Rating:** 5.0/5.0 stars **Reviewed by:** Bethany T. | Audit Senior, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2025 **What do you like best about DataSnipper?** I like best that I can highlight parts of a pdf, say a contract, and I can have my excel working paper link directly to the section I have highlighted. Also, lots of documents are received from clients as pdfs for an audit test and very often the documents are not titled in a very helpful way, so what was a very manual task of finding, (perhaps a handwritten) reference number to match a document to our sample, Datasnipper can just take me straight to that document. Really I use Datasnipper constantly in my everyday work, and certainly even the most basic features that took no time to learn, are incredibly useful. **What do you dislike about DataSnipper?** As a downside, I have made a spreadsheet quite clunky when I had maybe 100 documents all with snips, but I've still given it a ten as I'm not sure whether that is too many for one spreadsheet, or whether there were other factors at play that made those spreadsheets operate slowly. **What problems is DataSnipper solving and how is that benefiting you?** Clients send through documents of poor quality and getting the data into excel was always very time consuming so this has helped considerably. ### 15. Saves Time and Streamlines Audit Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 23, 2025 **What do you like best about DataSnipper?** It can reduce our time for some audit works. **What do you dislike about DataSnipper?** nothing that i dislike for using datasnipper from my experiences **What problems is DataSnipper solving and how is that benefiting you?** It can reduce time for doing some documents things such as documents minutes of meeting or vouching invoice. ### 16. Time-saving and quality-driving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about DataSnipper?** I absolutely love the efficiency of the document function. Being able to snip in documentation minimises error and really saves time. It makes vouching documentation so much more efficient. My team uses DataSnipper nearly daily based on our tasks. The most useful fuction in my field is the use of the Financial Statement Suite - it makes casting, consistency checks and prior year checks so efficient. The version control option also helps save time when there are a number of variations of financial statements. **What do you dislike about DataSnipper?** The OCR is a hit or miss. Sometimes it picks up everything without an issue and other times it cannot recognise anything. It generally is more useful than not **What problems is DataSnipper solving and how is that benefiting you?** My team is able to process large sets of data much quicker and with fewer typing errors. For those working on financial statement checks, it is a valuable tool in performing checks on the financial statement's accuracy and consistency. ### 17. A great accounting tools for accountants or auditors **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad Azzam Hakimi S. | Audit Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about DataSnipper?** Ease out my accounting work, making sure that my working is in fast and reliable hands. **What do you dislike about DataSnipper?** none other than it is not free for all, hahaha. **What problems is DataSnipper solving and how is that benefiting you?** making my auditing work seamless and faster ### 18. DataSnipper enhances the quality of our work process, making audit wps easier to review. **Rating:** 5.0/5.0 stars **Reviewed by:** Dahianya I. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about DataSnipper?** This tool allows auditors to efficiently cross-reference information, ensuring accuracy and consistency across documents. By improving the clarity and organization of work papers, DataSnipper facilitates a more effective review process, ultimately contributing to higher audit quality. **What do you dislike about DataSnipper?** DataSnipper integrates seamlessly with Excel, but its compatibility with other tools or software is limited. **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper facilitates a more effective review process, ultimately contributing to higher audit quality. ### 19. Great and easy to use (specifically for the purpose of compiling data into Excel) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about DataSnipper?** Great tool for compiling data from source documents (the OCR has great accuracy with good quality documents and acceptable accuracy for low quality documents). Greatly reduced the time spent manually compiling data, particularly when there are many pages / documents. Great tool and is used often if you receive many documents with different templates. Good support, quick responses, and the staff is aware where the tool excels and where it lacks. Implementation was quick and painless, the tool can be found in the Excel ribbon, Good interface for users with low literacy in technology. Very easy to use at different levels of experience (similar to the snipping tool by windows, but exports the snipped area to Excel). **What do you dislike about DataSnipper?** Can slow down Excel at times (each update seems to have improved this issue). Lack of customization (i.e., have certain options as default, create shortcut keys, etc.). This is a low priority issue and can be worked around. Low ceiling and low floor skills - very easy to get into, but very small difference between a new and an experienced user. This is not necessarily a bad thing, but it could be rewarding for the more experienced users (ex: Excel rewards highly experienced users through speed and efficiency). Cannot limit the number of active users (as defined by them), therefore some overflow can happen. Ex: reviewing an Excel document using the tool's reviewing abilities (i.e. view document on the side with the snipped sections highlighted) causes you to be labelled as an active user - even if you were not the one that used imported the documents or initiated the tool, further excaberating the overflow problem. To solve this, the initial user has to remove all traces of the tool from the Excel working paper prior to sending it for review. **What problems is DataSnipper solving and how is that benefiting you?** The firm receives many documents with varying degrees of quality in different templates (payroll, manufacturing data tables, internal profit & loss statements, etc.). Datasnipper helps to compile the data onto Excel and drastically reduces the time spent manually compiling. Very low barrier of entry, therefore any type of user can excel with the tool. ### 20. Effortless and Convenient Document Extraction **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 05, 2025 **What do you like best about DataSnipper?** DataSnipper is convenient and ease of use. **What do you dislike about DataSnipper?** The words can move to other place when extracting documents. **What problems is DataSnipper solving and how is that benefiting you?** By assisting in extracting beneficial information from documents. ### 21. Datasnipper in audit **Rating:** 5.0/5.0 stars **Reviewed by:** Lotte W. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2024 **What do you like best about DataSnipper?** Datasnipper has improved the efficieny of our audits. Tasks that used to take several hours such as call and casting a set of accounts, reviewing a large number of documents such as invoices and agreements now takes a fraction of the time. This allows our teams to focus on the areas that add value to our clients or require judgement. The software is easy to use and meant our teams adopted it quickly. **What do you dislike about DataSnipper?** There are no specific downsides, other there is a risk that the teams can rely too heavily on the software rather than checking through to ensure the results are correct. However, this is mitigated through training. **What problems is DataSnipper solving and how is that benefiting you?** It saves the junior members of the team time in performing simple tasks such as matching invoices, call and casting accounts which frees them up to support the more senior members of the team in other areas of our testing. ### 22. Effortless Storytelling with Intuitive Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2025 **What do you like best about DataSnipper?** It is easy to use and helps tell the full story when we are documenting **What do you dislike about DataSnipper?** It is sometimes difficult to correct some incorrect snips when you make them **What problems is DataSnipper solving and how is that benefiting you?** information accessibility ### 23. Useful tool for auditors, saving time and reducing errors in Excel. **Rating:** 4.0/5.0 stars **Reviewed by:** Marta H. | Assurance Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about DataSnipper?** What I like most about DataSnipper is how much it speeds up document reviews and data extraction in Excel. It’s especially helpful when I’m dealing with repetitive documentation or lengthy documents, which used to take a lot of time to process manually. Now, tasks that would have taken hours are completed much faster and more efficiently. DataSnipper helps me focus on the important parts of my audit work without getting bogged down by routine tasks, making my overall workflow smoother and more productive. **What do you dislike about DataSnipper?** While DataSnipper is great for speeding up tasks, the least helpful aspect is that not all forms can be easily extracted when dealing with scanned documents instead of electronic ones. This can slow things down when manual input is needed for certain fields that the tool struggles to recognize. **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper really helps with the tedious parts of auditing by automating document reviews and data extraction, making it much easier for both assistants and seniors. For the assistants, it speeds up their work, especially when handling repetitive or long documents. And for seniors, it makes the review process smoother, as everything is linked and cross-referenced. I can quickly check the work done by the assistants without digging through piles of paperwork. Overall, it saves time for everyone and makes the entire process more efficient and accurate. ### 24. good product to increase the productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2025 **What do you like best about DataSnipper?** the different options available to get the information **What do you dislike about DataSnipper?** some bugs and the problems related with excel **What problems is DataSnipper solving and how is that benefiting you?** the revision of invoice, and mainly the evaluation of the differents samples thay i had to do in audit ### 25. DataSnipper optimised my work **Rating:** 4.5/5.0 stars **Reviewed by:** Giuseppe I. | Insurance, Non Financial Information Processes and Spot Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about DataSnipper?** I used Data Snipper for internal audit activities and I particularly appreciated that DS makes it possible to have an innumerable amount of documents available for analysis at the same time, providing the necessary information in one click, making smart the references of supporting documentation. Furthermore, its analytical capabilities allow unquestionable time optimisation. **What do you dislike about DataSnipper?** Sometimes, the immediate opening on the Excel screen when clicking on an analysed cell can be inconvenient when reviewing the file, so that one then has to constantly close the DS part of the screen. I would suggest that a display mode could be implemented in which the user could temporarily disable the immediate opening of the DS screen. **What problems is DataSnipper solving and how is that benefiting you?** Procedures analysis, WP's references, smart data analysis reported on documents. ### 26. Very effective **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2025 **What do you like best about DataSnipper?** easy to use, ease of inplementation on docs **What do you dislike about DataSnipper?** sometimes diffuclty in catching the text or numbers **What problems is DataSnipper solving and how is that benefiting you?** Financial Statement suite helps in comapring financials ### 27. Such a convenience **Rating:** 3.5/5.0 stars **Reviewed by:** Nurul Faeizah A. | Senior audit associate, Enterprise (> 1000 emp.) **Reviewed Date:** November 06, 2024 **What do you like best about DataSnipper?** I like that it makes my life a bit easier when it comes to extracting the files. I used it quite a lot. **What do you dislike about DataSnipper?** The tedious part about it is that I would need to remove the space line by line if the data that I snip is in paragraph. **What problems is DataSnipper solving and how is that benefiting you?** It usually saves a lot of time in our audit, and we are able to review the documents and data significantly faster which will eventually help us to navigate the issue much faster. ### 28. Very useful tool for my documentation as an auditor! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about DataSnipper?** I love that it is so easy to use, you will get how to use it right away without the need of reading any manuals. It is also very light add ons, does not make the excel file takes long to open/ crash eventhough it loaded a big amount of data. I also received compliments from my peers and reviewers because it helped them with review process without having to open multiple files and refer to them manually. It is also a great help for a translation tool since one of the features is very quickly turned images to text - it is very helpful for me as an international to translate non-english documents without having to manually copy the images to any translate tools :) **What do you dislike about DataSnipper?** i dont have any complaints so far as the user of datasnipper. **What problems is DataSnipper solving and how is that benefiting you?** - reducing work on referring to different documents manually - convert images to text for translation purposes ### 29. It feels like a native module of Excel **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about DataSnipper?** The tool is very intuitive and easy to use. The features are critical to complete audit work and once deployed by your IT, you can implement it on your jobs right away. Totally worth it investment. **What do you dislike about DataSnipper?** DataSnipper is not a native Excel module and then requires a licensing and a specific IT treatment, also when navigating through big financial statements (800+ pages), the excel file can become a bit too big (50+/100+ Mb) which starts to be inconvenient sometimes but apart from these limitations that are not linked to the tool itself, it exceeds expectations in many ways. **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper simplifies significantly the reconciliation of accounting data with the financial statements when you can save up to several days on some engagements. It also helps to have a reliable audit trail on our working papers by referencing easily the location of the Snips. ### 30. Data Snipper Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 30, 2024 **What do you like best about DataSnipper?** Ease of Use and the reconcilation works very simple **What do you dislike about DataSnipper?** if you imported some documents it works a little bit slow **What problems is DataSnipper solving and how is that benefiting you?** Data Snipper is a powerful tool that can significantly enhance productivity and accuracy in auditing and data analysis tasks. Its robust features, especially in automating documentation and cross-referencing, can save professionals a considerable amount of time. While there might be some initial setup and cost considerations, the long-term benefits make it a worthy investment for larger firms and professionals in the finance sector. ### 31. Excellent software **Rating:** 5.0/5.0 stars **Reviewed by:** Rivka R. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about DataSnipper?** The Datasnipper helps us doing our work efficent and without mistakes. It is very easy to use. It saves us a lot of checking time. The costumer support is outstanding , they always are available and very professional. **What do you dislike about DataSnipper?** The Hebrew features are not perfect , however they told us that it is in development. **What problems is DataSnipper solving and how is that benefiting you?** The Datasnipper helps us check the accuracy of our monthly payments. We use it mainly to check that our payments matche the invoices. ### 32. A Game-Changer for Auditing and Data Validation **Rating:** 5.0/5.0 stars **Reviewed by:** Jovana V. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2024 **What do you like best about DataSnipper?** I love that it can drastically reduce the time spent on manual tasks like document matching, data extraction, and audit trails. It is also very user friendly and can be used for numerous tasks. It simplifies repetitive audit tasks, making it perfect for streamlining workflows. **What do you dislike about DataSnipper?** I have not come up to unsolvable issues so far. **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper saves a lot of time by automating time-consuming and repetitive tasks. It leaves clear audit trails, making the review process more efficient, and eliminates room for human error by ensuring accurate and reliable data extraction and validation. ### 33. Very Useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2024 **What do you like best about DataSnipper?** Easy to use and works well. I use it a lot when they are scanned hardcopy reports with a lot of numbers and it is easy to use DataSnipper to cross-check the numbers. **What do you dislike about DataSnipper?** Sometimes the OCR doesn't work really well and when it recognizes the number, it is unable to take that number and match it against the same number in the same document. **What problems is DataSnipper solving and how is that benefiting you?** Cross-checking numbers in reports. ### 34. Time saving tool **Rating:** 5.0/5.0 stars **Reviewed by:** Anesius K. | Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2024 **What do you like best about DataSnipper?** Being able to review and record information from munltiple documents at minimum time Updates on functionalities that are constantly shared on how I can leverage data snipper during work **What do you dislike about DataSnipper?** It does not tie to being a dislike of the entire dataSnipper tool, but a challenge that I faced is some wordings in documents that may not have a clear format may not be recognized by the text recognition functionality **What problems is DataSnipper solving and how is that benefiting you?** Enalbes quality documentation and spending lesser time for a lumpsum of documents ### 35. Smooth and efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about DataSnipper?** Gets the job done quickly without too many steps. **What do you dislike about DataSnipper?** The rows recognition built-in needs a lot of work, it can be very frustrating sometimes to do it all manually as the system doesn't recognize it. It can be too time consuming. **What problems is DataSnipper solving and how is that benefiting you?** PDFs and Images be made available in excel within a few clicks. ### 36. Data snipper feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about DataSnipper?** It simplify documenting samples in bulk. Further, It helps reviewer to trace the documentation back to the original document. **What do you dislike about DataSnipper?** Sum snip should have feature to add numbers even from different pages of same document. **What problems is DataSnipper solving and how is that benefiting you?** It benefits organisation by meeting deadline. It saves lot of time which further enhance and improve efficiency. ### 37. Awesome tool for review! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** September 04, 2024 **What do you like best about DataSnipper?** Data snipper makes it super easy to review original work performed by associates. They upload the source documents into the tool, and snip the attributes directly into our testing workpapers. Then when reviews are performed, we can easily review each document tested. **What do you dislike about DataSnipper?** DataSnipper is awesome. What's not to like? **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper easily grabs text from source documents and inputs it into our workpapers. It makes it super easy to trace back, and the search feature is helpful to find the correct document for each sample. ### 38. DataSnipper the Solution to enhance documentation **Rating:** 5.0/5.0 stars **Reviewed by:** Bilal R. | Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about DataSnipper?** The ease of import, functionality & design **What do you dislike about DataSnipper?** Large files in excel take a while to upload **What problems is DataSnipper solving and how is that benefiting you?** Enhancing our documentation ### 39. DataSnipper review request **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about DataSnipper?** How much it simplifies an auditors job and also speeds it up **What do you dislike about DataSnipper?** The search option isn't very efficient.. **What problems is DataSnipper solving and how is that benefiting you?** The search for where a figure is coming from is automatic ### 40. excelent **Rating:** 5.0/5.0 stars **Reviewed by:** Roy B. | junior, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2024 **What do you like best about DataSnipper?** The software is very user-friendly and easy to use. I highly recommend it. **What do you dislike about DataSnipper?** nothing.everything is good and i am happy to use Datasnniper. **What problems is DataSnipper solving and how is that benefiting you?** Makes the audit work easier. ### 41. Data snipper is very efficient to use **Rating:** 5.0/5.0 stars **Reviewed by:** Apoorva A. | Associate, Enterprise (> 1000 emp.) **Reviewed Date:** December 03, 2024 **What do you like best about DataSnipper?** I like how I am able to snip the relevant words/figures in the documents. **What do you dislike about DataSnipper?** There is nothing to dislike about Data Snipper **What problems is DataSnipper solving and how is that benefiting you?** It is helping me to verify the authenticity of relevant documents. ### 42. Just great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2024 **What do you like best about DataSnipper?** Very helpful for referencing documents in an Excel file & perfect for reviewing later (direct link to the place in the referenced document visible). Automations (Document Matching for example) saves lots of time when performing sample testing in an audit. **What do you dislike about DataSnipper?** None I could think about right now, everything works as intended until now. **What problems is DataSnipper solving and how is that benefiting you?** Manual work can be automated, reviewing sample testing gets much easier (to know where numbers come from) ### 43. It is a time saver for everyday tasks in work **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel M. | Associate, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2024 **What do you like best about DataSnipper?** The efficiency and ease of how the tool works. **What do you dislike about DataSnipper?** Maybe the inability to turn off pop-ups when clicking on cells. **What problems is DataSnipper solving and how is that benefiting you?** Checking in files and documents ### 44. Excellent programme and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Josh B. | Senior Trainee Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about DataSnipper?** It provides ease of conversion between PDF and excel. This assists emmensley in the realm of audit. **What do you dislike about DataSnipper?** I have yet to find a downside in using Datasnipper **What problems is DataSnipper solving and how is that benefiting you?** I can easy cast and cross cast financial statements, along with input various sorts of tables and numbers from PDF's onto excel with ease. This saves a lot of time then general manual documentation. ### 45. Good for vouching **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** January 01, 2025 **What do you like best about DataSnipper?** It is really helpful when I performed vouching and extract minutes **What do you dislike about DataSnipper?** got some bug, sometimes when Im extract minutes, the copy paste function automatically paste and open the documents aswell. I just want to paste the word only. **What problems is DataSnipper solving and how is that benefiting you?** When we received pdf file with ugly format ### 46. A very helpful and efficient use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2024 **What do you like best about DataSnipper?** Photo to text snip tool and summation of amounts in photo **What do you dislike about DataSnipper?** There are a few more updates/upgrades that needs to be done for a more polished use of the app but still, it is good **What problems is DataSnipper solving and how is that benefiting you?** Converting images with text, summation of numbers in PDF that used to require manual typing of these numbers in excel ### 47. Using DataSnipper for audit work **Rating:** 4.0/5.0 stars **Reviewed by:** Daryna S. | Senior Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 05, 2024 **What do you like best about DataSnipper?** This tool helps to perform some audit procedures more effectively. It saves time for testing of documents or recognition of some text. **What do you dislike about DataSnipper?** Sometimes this tool does not work correctly even if a document has no issues (it has good quality and clear text). Also, it does not properly recognize Cyrrilic. **What problems is DataSnipper solving and how is that benefiting you?** Testing of primary documents, text recognition ### 48. Helpful Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about DataSnipper?** I like that it made my work easier and effective. **What do you dislike about DataSnipper?** Nothing to dislike about about this tool so far **What problems is DataSnipper solving and how is that benefiting you?** Casting the data , I can match the data at once from the workpaper and document. ### 49. Auditors dream **Rating:** 5.0/5.0 stars **Reviewed by:** Colin N. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2024 **What do you like best about DataSnipper?** The best part of Datasnipper is the ease of review and implementation. It is a straightforward product to use from any level. There is no going back to reviewing support manually after using datasnipper. **What do you dislike about DataSnipper?** Biggest downside is the risk of deleting confirmations or not deleting client provided information. Datasnipper can also slow down the workpaper as more and more files are uploaded. For example the investment rollforward is a workpaper where this frequently occurs. **What problems is DataSnipper solving and how is that benefiting you?** Increasing realization on jobs. ### 50. Review DataSnipper **Rating:** 4.0/5.0 stars **Reviewed by:** Magdalena B. | Asistente, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2024 **What do you like best about DataSnipper?** It is a very easy tool to use, easy to install and integrate into Excel, so you always have it at hand. It makes work easier by greatly reducing the time spent reviewing invoices. **What do you dislike about DataSnipper?** With heavy PDFs, it takes a little while to integrate them. **What problems is DataSnipper solving and how is that benefiting you?** It solves manual tasks for us like entering invoices in Excel to be able to cross-reference them with the details. ## DataSnipper Discussions - [What is DataSnipper used for?](https://www.g2.com/discussions/what-is-datasnipper-used-for) - 1 comment - [View DataSnipper pricing details and edition comparison](https://www.g2.com/products/datasnipper/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-06-03+04%3A48%3A48+-0500&secure%5Bsession_id%5D=fc293a6c-3c97-4498-b12a-7e49f3c2ab6c&secure%5Btoken%5D=229e3e3312ba74ff4382d555d9f3b5f20a73e2e8510938dcd7907e9d6a73c3e9&format=llm_user) ## DataSnipper Integrations - [Faire – QuickBooks Online - QBO](https://www.g2.com/products/faire-quickbooks-online-qbo/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) ## DataSnipper Features **Audit** - Automation - Risk - Compliance - Globalization **Reconciliation** - Consolidation - Management - Accounting **Communication** - Client Portals - Automation - Consolidation **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Analytics** - Behavior Analysis - Risk Analysis - Optimization **Reporting** - Report Types - Standard - Custom **Collaboration** - Collaboration - Tasks - Version Control **Data Extraction** - Entity Recognition - Text Classification **Closing Process** - Audit - Journal Entries - Distribution **Billing** - Time - Reporting - Invoices **Data Validation** - Accuracy Checking **Agentic AI - Financial Audit** - Proactive Assistance **Onboarding** - Templates - Checklists - New Client **Workflow Automation** - Batch Processing - Process Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Document Management** - Search Functionality - Version Control **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis **Machine Learning** - Custom Model Training **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption ## Top DataSnipper Alternatives - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,128 reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (822 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (684 reviews)