exploreExample prompt
Tick-and-tie brief
Prompt
Documents: invoice PDFs in folder [path]. Match to: GL export column B. Output: exceptions list with page references.
Short explanation
DataSnipper automates audit document testing (datasnipper.com).
DataSnipper
An agentic audit and finance platform that extracts, matches, and tests documents.
Agents
How it works / How to use
An agentic audit and finance platform that extracts, matches, and tests documents.
- Install DataSnipper in Excel per your firm's license.
- Import PDFs or statements into a workbook engagement.
- Run extraction, tick-and-tie, or test procedures on selected cells.
- Document reviewer sign-off; AI assists but auditors remain responsible.
How to prompt
Frame tasks as audit procedures: document type, assertion, and sample selection.
Sample: 25 invoices. Procedure: agree amount and date to bank statement PDF. Flag exceptions only.
Best output tips
- Enterprise pricing; common in audit firms.
- Maintain professional skepticism—verify exceptions manually.
- Check version compatibility with your Excel environment.
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Product Details
Pricing, features, limits and latest updates
Product Details
Pricing, features, limits and latest updates
DataSnipper
An agentic audit and finance platform that extracts, matches, and tests documents.
Paid
Pricing Plans
Enterprise
Custom
Key Features
Automation
Document extraction and tick-and-tie in Excel (datasnipper.com).
Agents
Agentic audit testing workflows (datasnipper.com).
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