“DataSnipper has allowed us to transform our audit process from a tedious, manual review into something that is much more structured, centralized, and efficient. With over 200 schools to audit, we needed a solution that could keep up—and DataSnipper does just that.”
Auditing more than 200 public schools with a team of just eight professionals is no small feat. For Danielle Moore, the Deputy Auditor General of a U.S. County Public School System, the challenges were multiplied by inconsistent documentation, decentralized record-keeping, and time-consuming manual review processes. Each school was responsible for uploading receipts, invoices, and supporting financial records in various formats to a central drive. From there, auditors were tasked with verifying accuracy, assessing purchase reasonableness, and ensuring correct accounting code usage—quarter after quarter, school by school. The effort was resource-intensive, often requiring two to three auditors to manually examine hundreds of PDFs per school, making standardization and timely review extremely difficult.
After discovering DataSnipper at an Accounting conference, Ms. Moore immediately saw its potential to enhance audit efficiency. Since implementation, DataSnipper has significantly streamlined the school audit workflow. Documents are now uploaded in a centralized format and reviewed directly in Excel, enabling faster, more structured cross-referencing. In the last year, the team has saved approximately 55 hours by using features such as Text Snip, Sum Snip, and Document Matching, which reduced the time that would have otherwise been spent manually inputting information into audit workpapers. Additional time has also been saved during the review and approval process, as supporting documents are now directly linked.
The intuitive nature of the platform has made it easy for the team to incorporate into their standard review process, reducing the repetitive burden and improving audit traceability.
