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DataSnipper

An Excel-native platform that lets audit and finance teams extract, cross-reference, and validate source documents with AI agents.

4.3 Finance & Fintech AI
4.3 Very good 4.3
Trusted by all Big Four firms and 500,000+ professionals, a strong maturity signal for audit-critical software No published pricing, and per-seat cost only pencils out for teams of meaningful size
Reviewed by Challenging Voice Editorial · Updated Jul 2026 How we rate
PricingContact for Pricing
Free planNo
CompanyDataSnipper
PlatformsWeb, Windows
CategoryFinance & Fintech AI
Founded2017
Last reviewedJul 2026

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Overview

DataSnipper is an intelligent automation platform for audit and finance work, founded in 2017 in Amsterdam as a Microsoft Excel add-in. In February 2024 the company became the first EU unicorn of that year after a $100 million Series B led by Index Ventures and Insight Partners pushed its valuation past $1 billion.

The core product links source documents (invoices, receipts, contracts, bank statements) directly to specific Excel cells, so an auditor can click a snipped figure and jump straight to the underlying evidence instead of hunting through folders. Following an October 2025 partnership with Microsoft, DataSnipper added Excel Agents and Disclosure Agents built on Azure OpenAI, moving the product from tick-mark automation toward agents that execute a described audit procedure with a human reviewing the result.

DataSnipper is aimed squarely at audit and finance teams, and counts Deloitte, EY, KPMG, PwC, and BDO among its customers, with 500,000+ professionals using it across 85+ countries. Pricing is quote-only; the company does not publish self-serve tiers, and per-seat cost is hard to justify for teams below roughly ten users.

Key features

  • Direct linking between Excel cells and source-document evidence
  • Excel Agents and Disclosure Agents built on Azure OpenAI (added October 2025)
  • Automated extraction and cross-referencing of invoices, contracts, and statements
  • Company templates for standardizing audit procedures across a firm
  • UpLink for managing AI-assisted client document requests
  • Financial Statement Suite add-on for statement analysis and documentation

Screenshots & demo

Demo video

Screenshots

DataSnipper screenshot 1

Pricing

DataSnipper uses custom pricing. Contact their team for a quote based on your needs.

  • Pricing modelContact for Pricing
  • Starting priceCustom
  • Free planNo
Visit DataSnipper

Pricing is provided as a guide. Check the official site for the latest plans.

Pros & cons

Pros

  • Trusted by all Big Four firms and 500,000+ professionals, a strong maturity signal for audit-critical software
  • Direct cell-to-evidence linking solves a specific, real pain point in audit workflows
  • Microsoft partnership keeps the product current with Azure OpenAI's agent capabilities
  • $1B+ valuation and $100M Series B suggest funding runway for continued development

Cons

  • No published pricing, and per-seat cost only pencils out for teams of meaningful size
  • Excel-add-in architecture ties the tool to Microsoft's ecosystem rather than a standalone app
  • Deep feature set built for professional auditors carries a learning curve for smaller finance teams
  • Add-on modules (Financial Statement Suite, UpLink) mean the full capability set costs more than the base platform

How it compares

ToolRatingFreeFromBest known for
DataSnipper (this tool)4.3No—Direct linking between Excel cells and source-document evidence
Rogo4.1No—Felix agent handles deal screening, CIM generation, and buyer outreach autonomously
Smart Clerk3.9Yes$29/moLive feeds from 10,000-plus US and Canadian banks
MindBridge3.9No—Full-population transaction analysis rather than sampling

Alternatives to DataSnipper

4 tools matched to DataSnipper on what they do, their category and their price.

Compare all DataSnipper alternatives →

Head to head: DataSnipper vs Rogo · DataSnipper vs Smart Clerk · DataSnipper vs MindBridge · DataSnipper vs Feedzai

Frequently asked questions

What is DataSnipper?
DataSnipper is an intelligent automation platform for audit and finance work, founded in 2017 in Amsterdam as a Microsoft Excel add-in.
Is DataSnipper free?
DataSnipper does not offer a free plan.
What are the best DataSnipper alternatives?
The closest matches in the directory are Rogo, Smart Clerk, and MindBridge, compared side by side above.

Reviews

4.3 Editorial rating No reviews yet

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