Customer story
Recharge
Learn how Recharge foster Innovation and Audit Readiness for Financial Control teams with Intelligent Automation
McKonly & Asbury is a leading Mid-Atlantic accounting and business advisory services firm that serves as a trusted advisor and valued business partner to many of the region’s most prominent organizations. With experience across a range of services, including advisory and business consulting, audit and assurance, tax, technology, CMMC, HITRUST, and internal audit, the firm helps clients navigate complex challenges and achieve their business goals. McKonly & Asbury specializes in providing industry-specific solutions for sectors such as Affordable Housing, Construction, Employee Benefit Plans, Family-owned Businesses, Healthcare, Retail, Manufacturing and Distribution, Nonprofit, and more.
McKonly & Asbury is recognized as a top 300 firm and is headquartered in Camp Hill, Pennsylvania, USA with additional offices in Lancaster, Bloomsburg, and Philadelphia.
Auditors aim to verify supporting evidence efficientlyand move forward—but reality often looks different. Unique scenarios, complex accounting treatments, and evolving processes require detailed documentation and clarification. Teams spend valuable time gathering evidence, writing explanations, and responding to reviewer questions. Without a clear, standardized workflow, reviews become slower and more fragmented. These inefficiencies make it harder to maintain both speed and audit quality—especially when timelines are tight.
“The addition to Datasnipper has been incredible. The efficiencies gained in the preparation and review process have allowed us to give more thoughtful and insightful feedback to our clients.”
With DataSnipper, preparers at M&A can highlight relevant sections of audit documentation—such as approvals, processed amounts, or explanations that previously couldn’t be easily captured with intraditional audit binders. Centralizing audit support within the workbook has streamlined the review process and now allows reviewers to focus on high-risk,complex areas. This results in greater clarity, improved audit quality, and increased efficiency across teams.
As part of the implementation, M&A identified three audit procedures per industry that would benefit most from DataSnipper, particularly those involving time-intensive, text-based client support. These procedures were standardized across teams, and usage of DataSnipper was made mandatory for these tasks—ensuring consistent adoption and measurable impact from day one.
The cash to revenue reconciliation process at M&A has benefitted greatly from the implementation of DataSnipper. Previously, staff spent 2–4 hours each engagement manually inputting bank deposits—a time-consuming task that varied by client complexity. With DataSnipper, teams now use Form Extraction templates to automatically pull monthly deposits from bank statements and apply Sum Snips to support non-revenue deposits. This automation has cut preparation time in half, cutting the task down to just 1–2 hours per client while maintaining accuracy.
Preparation time for cash-to-revenue tie-outs has been cut in half, improving efficiency across client engagements.
Automated extraction and validation reduce the risk of manual entry errors in high-volume reconciliations.
Reusable Form Extraction templates create consistency across clients and streamline team-wide processes
