DataSnipper

DataSnipper is an automation platform for audit and finance teams, built around the evidence work that sits underneath an opinion. It runs inside Excel, matches figures in a workbook to the documents that support them, extracts fields from forms and invoices, compares versions, and leaves every reference traceable back to its source page. The newer layer is agentic. Agents run procedures end to end in the background, such as revenue testing, tests of detail or royalty calculations, while the team reviews the output and signs off. It serves internal audit, external audit, tax, financial control, government audit and advisory work, and the vendor stresses governance throughout: SOC 2 compliance, encryption, no training on customer data, and adaptation to standards such as those of the PCAOB. Two add on modules extend it, a financial statement suite for statement procedures and UpLink for requesting and validating client documents before they are imported. Pricing is not published. Three plans are listed, Start for matching and extraction, Accelerate for the AI features and agent builder, and Elevate for cloud agents, planning mode, the audit workbench and client spaces, but every plan routes to a demonstration booking or a sales conversation, so terms are quote based. The company was founded in 2017 by a group that included an auditor frustrated with manual testing, bootstrapped for four years, then took investment from Insight Partners in 2022 and a Series B led by Index Ventures in 2024. Its cloud agent product carries that auditor's name.