Pricing & Plans | DataSnipper's Agentic Platform for Audit and Finance

Everything you need to close the verification gap

Start

Build the foundation with automated matching and extractions.

Book Demo

Key features

DataSnipper for Excel
Document Matching
Form Extraction
Version Comparison
Single Sign On (SSO)
Snips

Accelerate

AI-powered

Embed AI to do the work within existing workflows and procedures.

Book Demo

Everything from Start, plus:

AI Features

Excel Agents
Disclosure Agents
DocuMine
AI Extractions
Agent Builder & Prebuilt Agents

Integrations

Elevate

AI-powered

Let agents run end-to-end procedures in the cloud.

Contact sales

Everything from Accelerate, plus:

AI Features

Alwin by DataSnipper
Planning Mode
Audit Workbench
Review Workflow
Client Spaces

See full feature list

Get even more out of DataSnipper

Add-on module

The Financial Statement Suite

Automatically analyze, perform, and document all your financial statement procedures, improving standardization and quality.

Verify mathematical accuracy, internal and prior-year consistency
Create company-wide default and custom tickmarks
Easily switch between financial statement versions

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Add-on module

UpLink

Transform client document requests into real-time insights with AI-powered PBC.

Securely request documents without the need for clients to login
Pre-validate documents at scale with AI, improving sample quality
Improve end-to-end workflows by importing validated documents to the DataSnipper Platform

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The Agentic Platform for Audit and Finance

4.8

4.7

4.6

Complete feature list

Complete features list of the Platform
Features	Start	Accelerate
Collect
Text Recognition
Document Import
Document Organizer
Document Viewer
Advanced Document Management
IntegrationsAINEW	—
Document Retention	—	—
Structure
Snips
WebSnip Extension
Form Extraction
DataSnipper for Excel Online
Personal & Feature Templates
Advanced Document ExtractionAI	—
AI ExtractionsAI	—
Company TemplatesAI	—
Analyze
Find All Sums
Version Comparison
Comments & Markup
DocuMineAI	—
Document Matching
Document Matching and Form Extraction Templates	—	—
Agentic Automation
Excel AgentsAI	—
Agent BuilderAI	—
Prebuilt AgentsAINEW	—
Alwin by DataSnipperAINEW	—	—
Planning ModeAINEW	—	—
Audit WorkbenchAINEW	—	—
Review WorkflowAINEW	—	—
Client SpacesAINEW	—	—
Dashboard & Reporting
Usage Dashboard
Standard Data Export	—
Advanced Data Export	—	—
Security & Admin
Single Sign On (SSO)
Directory Sync	—	—
External Guest Access	—	—
Support
Knowledge Base & Academy
Customer Success Guidance
Global Business Support Hour
Premium Services	—	—
Premium Support	—	—

Secure platform where data stays yours

DataSnipper meets the highest industry standards for security and compliance.

Essential resources to get the most out of DataSnipper

Community

Connect with peers

Knowledge base

Articles, guides, and FAQs

Academy

Level up with DataSnipper Academy

Learn track

Level up with DataSnipper Academy

Trusted by clients like you

With DataSnipper, we were able to spend more quality time focusing on more critical issues and noted a number of cash flow improvements that our clients could put in place.

Xerxes J. Medora

Partner, JK Medora & Co LLP

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With DataSnipper, instead of spending hours manually extracting data from PDFs, we can analyze the data and provide additional, higher-quality feedback. This shift not only improves the level of service we offer but also allows us to maintain or even increase our rates because we are delivering more value. It's a win-win for both us and our clients.

Brett M. Burns

Senior Manager - Advisory, Perry & Associates CPAs

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