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DataSnipper

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
€49 per user per month
Free Trial
Free version unavailable
User corporate size
Small
Medium
Large
User industry
  1. Banking and insurance
  2. Professional services (engineering, legal, consulting, etc.)
  3. Healthcare and life sciences

What is DataSnipper

DataSnipper is an Excel-based audit and finance productivity platform used to automate evidence collection, cross-referencing, and documentation within working papers. It is primarily used by external and internal audit teams, as well as finance professionals performing testing, reconciliations, and support for reporting and close activities. The product focuses on linking source documents to Excel workbooks, extracting data from PDFs, and creating traceable references to reduce manual copy/paste and improve reviewability.

pros

Native Excel workflow integration

DataSnipper operates as an add-in inside Microsoft Excel, which aligns with how many audit and finance teams already build working papers. This reduces the need to migrate work to a separate web application for core testing and documentation steps. It can improve adoption in firms where Excel remains the standard for audit execution and review.

Automated document referencing

The platform supports creating traceable links between values in Excel and supporting documents such as PDFs. This helps reviewers validate where numbers come from without manually searching through files. It is particularly useful for audit sampling, vouching, and tying out schedules to source evidence.

PDF data extraction capabilities

DataSnipper includes features to extract tables and text from PDF documents into Excel. This can reduce manual rekeying for bank statements, invoices, confirmations, and other common audit evidence. It supports faster preparation of reconciliations and testing schedules when source data is primarily document-based.

cons

Excel dependency and constraints

Because the core experience is centered on Excel, teams that want end-to-end engagement management, task tracking, and client collaboration may need additional systems. Excel-based workflows can also be harder to standardize across large teams without strong templates and governance. Performance and usability can be constrained by workbook size and local desktop environments.

Not a full practice management suite

DataSnipper focuses on audit documentation and evidence handling rather than firm-wide practice management. Capabilities such as time and billing, client portals, pipeline management, and firm resource scheduling typically sit outside its scope. Firms often pair it with separate tools for engagement administration and client communications.

IDP scope is document-centric

While it extracts data from PDFs and supports document-to-workpaper referencing, it is not positioned as a broad intelligent document processing platform for enterprise-wide ingestion and orchestration. Use cases that require complex multi-document workflows, advanced classification, or downstream system integration may require additional automation tooling. Organizations should validate coverage for non-PDF formats and high-volume ingestion needs.

Plan & Pricing

Plan Price Key features & notes
Basic (Start) €49 per user/month (annual billing) — €59 per user/month (monthly billing) Form Extraction, Document Matching, Version Comparison, Find all Sums, Comments & Markup, Advanced Document Management, Single Sign-On (SSO), Customer Success Guidance. Price shown on site is per user/month.
Professional (Accelerate) €109 per user/month (annual billing) — €129 per user/month (monthly billing) Everything in Basic, plus DocuMine, Advanced Document Extraction, AI Extractions, Standard Data Export.
Enterprise (Elevate) Custom pricing Everything in Professional, plus Advanced Data Export, Company Templates, Document Retention, Premium Services, Directory Sync, External Guest Access; contact sales for pricing.

Notes: Add-on modules (Financial Statement Suite, UpLink) and Services/Onboarding are listed separately on the vendor site. The site indicates "Save 18%" for annual billing in some plan descriptions and that prices are shown per user per month.

Seller details

DataSnipper B.V.
Amsterdam, Netherlands
2017
Private
https://www.datasnipper.com/
https://x.com/datasnipper
https://www.linkedin.com/company/datasnipper/

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