Centralize document management directly within Excel
Centralize document requests to reduce client chasing. Securely request documents and pre-validate them at scale with AI.
Scattered documentation slows down workflows and makes compliance harder. Collecting your data in DataSnipper converts unstructured files into a clear, organized starting point; As result every workflow is fast, consistent, and traceable.
Set and manage retention policies for source documents. Configure archival date which flags when to unlink documents from Excel workbooks.
Scan any folder on your drives for Excel files containing Snips, and manage the linkage of temporary source documents from workbooks at scale.
Search and extract data from scanned documents effortlessly across all major languages (English to Korean) and even recognizes handwriting. Say good-bye to copy-pasting!
One-stop-shop for your supporting documents. Easily import, segment, and maintain your documents into folders in an organized manner.
Flow documents from your drives or integrated PBCs directly into Excel. Simply drag and drop files, or import folders to your workpaper to get started.
No more switching between tabs. Easily search through and analyze your source documents next to your sample data directly in Excel.
Easily remove or compress documents to reduce file size; You can even redact text to hide sensitive information before saving your Excel workbook.
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