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ToolDataSnipper/10 trustVerified
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DataSnipper

Excel-native AI automation for audit evidence, testing, and documentation.

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About

DataSnipper lives inside Microsoft Excel and automates the repetitive parts of audit and finance work: matching evidence, extracting data from documents, cross-referencing, and generating review-ready workpapers with full traceability back to source documents. Its newer Excel Agents run multi-step procedures end to end, and DocuMine AI answers questions from imported documents.

It is trusted by the Big Four and over 600,000 professionals, raised a 92M euro Series B in 2024 reaching unicorn status, and starts around $50 per user per month. The obvious limit: everything happens in Excel, so teams that have moved off spreadsheets will not get much from it.

What it can do

  • AI document matching and extraction
  • Excel Agents for multi-step procedures
  • DocuMine AI document Q&A
  • Financial Statement Suite
  • Cloud collaboration and UpLink
  • Full source traceability

Setup

  1. Install the DataSnipper add-in for Microsoft Excel.
  2. Import your workpapers and supporting documents.
  3. Use Document Matching and Form Extraction to link evidence to schedules.
  4. Run Excel Agents for sampling, recalculations, and tie-outs.
  5. Generate documented, traceable workpapers for review.

Prerequisites

Microsoft Excel; audit or finance workflows with document-heavy evidence.

Use cases

automationdataresearch

Works with

Any agent (.md)

Trust score — 8/10

/10 trustVerified

Scored 8/10 (verified tier, metrics-v1). Evidence: Big Four firms as customers, 600k+ users — widely corroborated; 92M euro Series B (2024), unicorn status per EU-Startups; Excel Agents and DocuMine AI documented on official site; Excel-only is a real limitation for post-spreadsheet teams. License: Proprietary SaaS..

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
8.0/10
Maintenance · recency, releases, issue load
9.0/10
Openness · license + docs
4.0/10
Manual review · sanity read + red-flag check
7.0/10
  • · Big Four firms as customers, 600k+ users — widely corroborated
  • · 92M euro Series B (2024), unicorn status per EU-Startups
  • · Excel Agents and DocuMine AI documented on official site
  • · Excel-only is a real limitation for post-spreadsheet teams

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.