--- title: DataSnipper Reviews meta_title: 'DataSnipper Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 219 reviews by the users' company size, role or industry to find out how DataSnipper works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 219 scale: '5' date_modified: '2026-07-22' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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 agentic 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 to be **easy to use** , facilitating quick adoption and efficient review processes for audits. (23 reviews) - Users value the **efficiency of document management** in DataSnipper, greatly reducing manual effort and enhancing accuracy. (11 reviews) - Users highlight the **enhanced efficiency** of DataSnipper, significantly speeding up audit processes and document management. (11 reviews) - Users highlight the **time-saving efficiency** of DataSnipper, enabling faster and more accurate document processing. (8 reviews) - Users value the **audit efficiency** of DataSnipper, significantly speeding up document reviews and data extraction processes. (6 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 experience **slow loading** times with DataSnipper, especially when handling large documents or multiple uploads. (5 reviews) - Users experience **bugs and extraction issues** with DataSnipper, leading to frustration during document processing. (3 reviews) - Users experience **missing features** like limited customization options and certain advanced tools locked behind higher-tier licenses. (3 reviews) - Users find **poor usability** in DataSnipper, struggling with correcting snips and experiencing sluggish spreadsheet performance. (3 reviews) - Users experience **Excel performance issues** with DataSnipper, particularly during heavy document usage and large financial statements. (2 reviews) - Users face **formatting issues** with DataSnipper, leading to inefficiencies in document extraction and alignment challenges. (2 reviews) - Slow Performance (2 reviews) - Users experience **software bugs** that hinder OCR performance and create issues with document extraction and Excel integration. (2 reviews) - Technical Issues (2 reviews) - Upload Issues (2 reviews) ## DataSnipper Reviews ### 1. The only, spreadsheet based, audit sampling tool worth using **Rating:** 4.0/5.0 stars **Reviewed by:** John T. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about DataSnipper?** OCR tech and automatic sample matching are a real time saver and removes one of the dullest parts of being an auditor. **What do you dislike about DataSnipper?** Lots of potential to more deeply integrate this into other audit software and data sources. **What problems is DataSnipper solving and how is that benefiting you?** The process of audit sampling, sourcing data and verifying supporting documentation can be extremely manual. Datasnipper allows us to automate the verification process saving considerable amounts of time. ### 2. Very good AI Tool which can be used for various assurance functions. **Rating:** 5.0/5.0 stars **Reviewed by:** Kamlesh J. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2022 **What do you like best about DataSnipper?** Good AI-based tool for the firms/company looking for automation. It saves time and helps in the audit documentation. **What do you dislike about DataSnipper?** Nothing specific as of now to comment on. **What problems is DataSnipper solving and how is that benefiting you?** We use Datasnipper for day to day functions related to statutory audit. It helps to process the voluminous data in a fraction of time thus helping us save our time. ### 3. DataSnipper is easy to use and navigate - very user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2022 **What do you like best about DataSnipper?** All the features are helpful - the snips, the sum of columns, etc. Also, the app is intuitive, so you don't have to read the instructions before usage. Nonetheless, the tips are great **What do you dislike about DataSnipper?** When the document (with the previous usage of DataSnipper) opens, the popup window opens too, even if it's unnecessary. It often blocks the view, and you have to close it. **What problems is DataSnipper solving and how is that benefiting you?** Usually, I have to snip the data needed - dates, numbers, values, etc. Sometimes I need the sum of all amounts or the snip of every piece of data in the column (if it's a long table). ### 4. The best thing auditing has ever seen! **Rating:** 5.0/5.0 stars **Reviewed by:** Bas O. | Horecamedewerker, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2021 **What do you like best about DataSnipper?** When I first started using Datasnipper, I was surprised at how fast and efficient certain work can be done. I'm discovering new functionalities daily, and its great seeing Datasnipper getting increasingly integrated in our everyday work. **What do you dislike about DataSnipper?** In its current version, I can't think of any negative aspects about Datasnipper. Its just that good! **What problems is DataSnipper solving and how is that benefiting you?** We are using Datasnipper throughout the entire audit proces. It saves us a lot of time, automating a great amount of work that had to be done manually otherwise. This makes for fewer mistakes and higher efficiency in our work. ### 5. Improves the effeciency **Rating:** 5.0/5.0 stars **Reviewed by:** Taha S. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2021 **What do you like best about DataSnipper?** Data Snipper is a very efficient tool for audit. It helps in referencing and linking; attaching audit evidence has become much more convenient now. Instead of manually punching the figures, one can now just use a data snipper it's artificial intelligence tool will auto-extract the figures . **What do you dislike about DataSnipper?** Nothing , it's financial statement suite should be default feature and available for all **What problems is DataSnipper solving and how is that benefiting you?** It should have simple features for attaching the snips as well. Benefits have been mentioned above ### 6. The best tool for audits! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2021 **What do you like best about DataSnipper?** DataSnipper has genuinely transformed the way I work on my audits as I can provide much more evidence and support for the work I am doing. It also saves a lot of time reviewing work for myself and my co-workers. I also love the simplicity of DataSnipper as it is very easy to learn to get the benefits of this great feature. **What do you dislike about DataSnipper?** It is dificult for me to critique DataSnipper as it is a great programme that I recommend to all auditors! **What problems is DataSnipper solving and how is that benefiting you?** DataSnipper reduces the amount of time spent reviewing work and when completing work on audits as it reduces the repetitiveness of the work produced, enabling me to spend more time on the more challenging tasks at hand. ### 7. The best tool for economical and client friendly audits. **Rating:** 5.0/5.0 stars **Reviewed by:** Florian M. | Lecturer, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2021 **What do you like best about DataSnipper?** The most i like to simplicity of the program. Every employee can master the program within several minutes and can benefit from the great features provided. **What do you dislike about DataSnipper?** There is nothing that I dislike in the current version, as the team updates the bugs very quickly! Great work, guys! **What problems is DataSnipper solving and how is that benefiting you?** We are using DataSnipper throughout the whole audit process and benefit in a alot of different occasions. Most of all we can audit a bigger sample size with less effort and higher secutiry for the audit results. ### 8. A pivotal tool for auditing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about DataSnipper?** A very simple tool that save hours of time, I don't know how was accounting without datasnipper **What do you dislike about DataSnipper?** There aren't downsides . **What problems is DataSnipper solving and how is that benefiting you?** Extrapolating data form docs ### 9. DataSniper Audit Master Help **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2022 **What do you like best about DataSnipper?** The end of infinite repetitive audit procedures **What do you dislike about DataSnipper?** The tool is very exact and we don't dislike anything. **Recommendations to others considering DataSnipper:** We recommend this tool to every auditor **What problems is DataSnipper solving and how is that benefiting you?** The fact that some tasks that have some delay suddenly became very fast. Many benefits in productivity. ### 10. A revolutionary tool to improve audit efficiency. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2022 **What do you like best about DataSnipper?** DataSnipper allows me to find specified values in large samples easily. **What do you dislike about DataSnipper?** When a large sample is tested in one document, excel tends to lag, and the undo function only allows the previous action to be reversed. **What problems is DataSnipper solving and how is that benefiting you?** Capturing information and checking the mathematical accuracy of documents is more efficient. ### 11. Putting OCR on every staff members computer **Rating:** 5.0/5.0 stars **Reviewed by:** Adam S. | Co-Founder and COO, Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about DataSnipper?** Automation capabilities make it possible to combine DataSnipper with RPA to unlock OCR technology within an excel framework truly. **What do you dislike about DataSnipper?** Documentation around the automation formula. **What problems is DataSnipper solving and how is that benefiting you?** Any problem that involves getting client data out of a PDF and verifying it for audit purposes. ### 12. Great and powerful tool for various CPA use cases. **Rating:** 4.5/5.0 stars **Reviewed by:** George B. | Advanced Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about DataSnipper?** Fantastic at grabbing text and tables from PDFs. **What do you dislike about DataSnipper?** N/A - Datasnipper has been a great tool since I started using the software six months ago. **What problems is DataSnipper solving and how is that benefiting you?** Quickly copying trial balances and other resports from PDFs to useable excel workpapers. ### 13. Amazing Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nathania N. | Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about DataSnipper?** It is easy to use and beneficial. It gets the job done quicker and more efficiently. **What do you dislike about DataSnipper?** There isn't anything I dislike about it. **What problems is DataSnipper solving and how is that benefiting you?** The casting of the financial statements is a significant benefit to me. ### 14. GROUNDBREAKING **Rating:** 5.0/5.0 stars **Reviewed by:** Tendai M. | Audit Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2022 **What do you like best about DataSnipper?** Effective Efficient & Reliable - A must have **What do you dislike about DataSnipper?** Hard to tailor & personalise settings - this slows down things. **What problems is DataSnipper solving and how is that benefiting you?** This is such an efficient, effective and must have tool. I work in Audit and Assurance and this is going to help so much. ### 15. Must have for auditors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2022 **What do you like best about DataSnipper?** Ease of use, user interface, enormous amount of use cases and great support for learning **What do you dislike about DataSnipper?** Nothing to dislike, as an auditor this tool significantly enhances the quality of of documentation and speed at which you can execute these tasks. **What problems is DataSnipper solving and how is that benefiting you?** Documentation between data in excel and PDF is integrated ### 16. An absolute must have for modern day auditing **Rating:** 5.0/5.0 stars **Reviewed by:** Mads F. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about DataSnipper?** DataSnipper saves me an incredible amount of time, as well as my co-workers time reviewing. It's an all around MUST HAVE in auditing! **What do you dislike about DataSnipper?** I feel there are some key features missing, but I'm sure they will be implemented with time. **What problems is DataSnipper solving and how is that benefiting you?** Testing samples while auditing aswell as highlighting important parts of certain documents ### 17. DataSnipper Very Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2022 **What do you like best about DataSnipper?** Easy to use, and you can snip data from PDF simultaneously into an excel template. No more needing to excessively copy and paste. **What do you dislike about DataSnipper?** The user interface could be more user-friendly. It took me a couple of tutorials to figure it out. **What problems is DataSnipper solving and how is that benefiting you?** Easy to use, and you can snip data from PDF simultaneously into an excel template. No more needing to excessively copy and paste. ### 18. Very user friendly. The email updates were very informative. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about DataSnipper?** Saved time - time management improved. Adding. **What do you dislike about DataSnipper?** Nothing sticks out at the moment. I'm sure there will be improvements gradually. **What problems is DataSnipper solving and how is that benefiting you?** The benefit of trusting the program. I was nervous at first. But we're all good now. ### 19. Handful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about DataSnipper?** Fast processing. Easy to use. Good tool . **What do you dislike about DataSnipper?** Cannot think of any. Excited to explore more features of data snipper **What problems is DataSnipper solving and how is that benefiting you?** Inserting bank statements to excel to do the calculation ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-25+03%3A56%3A36+-0500&secure%5Bsession_id%5D=902180fb-bdc0-4c6c-9e5c-fa9ae5451d90&secure%5Btoken%5D=7f2d609c4b0c3bd47f73915a5d153ced32f5ac93c65b000f077306aeea62cce4&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 (2,131 reviews) - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (890 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (710 reviews)