DataSnipper Release Notes

Turn proven workflows into reusable agents

In mid-February, RSM Cayman started using Excel Agents to speed up data-entry-heavy and administrative procedures. By April, they were able to reduce the time spent on audit procedures by up to 90%. Expense testing against invoices and bank statements was reduced from around 4 hours to just 30 minutes. Year-end investment testing for large populations dropped from approximately 6 hours to 30 minutes.

These procedures were early signals. But these firms doing serious work with Excel Agents weren’t just running one-off queries. They were building internal prompt banks and injecting their methodology into specific agentic operations.

Agent builder is what comes next. You decide what an (Excel) Agent should do. You define the procedure once. Your team runs it across every engagement.

"Agent Builder has enabled us to seamlessly integrate agentic AI into our audit working papers, achieving significant time savings while maintaining centralized oversight over the agents’ goals, behaviours, and instructions."

Adam Passmore
Assurance Senior Manager, RSM Cayman

Take a three-way reconciliation between purchase orders, supplier invoices, and goods receipts. Today, a senior walks a junior through the firm's approach on day one of fieldwork, then re-explains it when a new joiner picks up the next sample.

With Agent Builder, the senior writes the agent once. They describe the goal in plain English: the matching logic, what to mark as agreed, how to treat unmatched items, and which workpaper format to populate. They test it in a real workbook. When it produces the result they want, they publish it.

The first-week associate then runs the same agent that the senior built. Your methodology doesn't change; how the procedure is executed does.

Agents that work exactly the way you would

Each agent captures the steps, logic, and decisions behind a workflow so it is executed the same way every time. This allows you to turn an agentic workflow that worked once into a repeatable, guided process for the rest of your team.

Teams can easily share these agents across engagements, turning proven approaches into standard practice. Changes in your methodology can be easily applied to Agents, tested, and re-shared with your wider team.

The result is consistent, high-quality work across every audit and finance process. Your best way of working becomes available to everyone.

A fundamental change from executing to reviewing work

While your own custom Agents handle execution, your team instead refocuses their hours to reviewing what the agents have done, optimizing Agent output, applying their judgment, and proactively deep-diving results.

Structuring how your team operates with Agents allows for fewer mistakes, less variance in Audit Quality, and a team with the time to focus on higher value engagements.

A simple way to build your own AI-based workflows

To build a custom Agent, you’re using your natural language to define an agent’s goals, behavior, and instructions. Specify which procedures the agent should execute and how it should execute them, and add any clauses or exceptions where needed.

Once created, simply publish your Agents and share them across the organization, or keep them private for personal use. Your agents can be selected and used directly in Excel through Excel Agents when the work requires you to dive in.

Agents that are reliable, can be trusted, and governed

Unlike generic AI tools, Agents built in Agent Builder are governed, fully traceable, and built on DataSnipper’s enterprise-grade platform – SOC II compliant and designed for the accountability standards your work demands.

Automate any audit and finance workflow with Agent Builder

With Agent Builder, you can create agents for any procedure.

Whether it’s Batch Payment testing, Royalty Calculations, Test of Details, K1-statement, Reconciliations, or an expansive review of Digital Asset Holdings. Anything goes, the world of automation at your fingertips.

It's especially valuable for frequently repeated procedures, where the cost of inconsistency adds up fast, such as revenue testing and bank reconciliations. It’s also particularly powerful for workflows that require a specific company opinion, like financial modeling and standardized workpaper reporting.

Any team member can run these agents, regardless of their experience level or familiarity with AI. A junior auditor gets the same quality of execution as your most experienced senior. The expertise is baked in.

We are excited to see what you’ll build.

Get started with Agent Builder

Ready to try Agent Builder? Book a demo, and our sales team will walk you through it.

What's new in v26.1

We’re introducing DataSnipper Platform v26.1. This version is designed to make staying up to date effortless, strengthen user and access control at scale, and speed up your workflows.

Stay up to date automatically

After this one-time upgrade, you’ll receive new improvements and security updates automatically. No more manual installs.

This means your team can take advantage of the latest improvements as soon as they’re available.

Stronger security and control

User Management System (UMS) is required from v26.1. UMS is our centralized platform for managing user authentication, provisioning, and permissions.

It helps reduce password friction and ensures only authorized users can access DataSnipper, giving admins better visibility and control.

Faster everyday work

Daily work gets quicker, with large Excel workbooks opening up to 41% faster and large document imports completing up to 58% faster compared to v25.2.

You will notice that your everyday audit and finance workflows become even smoother with DataSnipper.

Access our newest capabilities

Our newest capabilities are available on the latest platform version. Upgrading ensures you’re ready to take advantage of what’s coming next.

Bring AI directly into your Excel files and supporting documentation. Our agents understand your templates, interpret your asks, and collaborate with you like a teammate, helping you work faster, smarter, and with confidence.

Turn unstructured documents into data that works for you. Extract data regardless of the layout: from bank statements to payroll reports. Use prompts or reusable templates, and let AI do the rest.

Try it out for yourself!

Already using DataSnipper? Contact your Customer Success Manager to get started with v26.1.

Happy Snipping!

Introducing the latest version of the DataSnipper Platform, delivering new features and improvements guaranteed to boost your productivity and quality.

Below, we’ll walk you through the highlights of this release, showing how DocuMine continues to evolve.

In case you're new to DocuMine: DocuMine is an AI engine that eliminates the tedious task of manually searching through large volumes of documents. You can ask specific questions to receive precise answers. DocuMine automatically suggests answers to your questions and creates references to the relevant numbers, text, or sentences.

By replacing manual work with AI, users can focus on reviewing and validating data while staying in full control.

What's new in DataSnipper Platform - DocuMine

Boost adoption with the new Question Bank

With Question Bank, you can now create, manage, and share standardized use cases across your organization. Pre-built use cases help your teams get started faster, standardize operations, and unlock value from day one, all without the friction of writing questions from scratch.

Whether you’re performing a loan agreement review or an IT policy review, Question Bank helps your teams stay consistent and efficient.

Question Bank gives your firm one reliable source of truth, driving standardization while cutting down on repetitive manual work.

Allow flexibility with Transposed Answers

You can now customize how you view DocuMine results with Transposed Answers. The new Transposed Answers view lets you switch questions and documents between rows and columns, so you can view your results in the layout that works best for your workflow.

Together, Question Bank and Transposed Answers form a powerful duo that helps you get the most out of DocuMine across your entire organization!

Try it out for yourself!

👉 Do you want to get DataSnipper Platform for your organizational needs? Get in touch here.

👉 Already using DataSnipper? Contact us or your DataSnipper representative to upgrade to the latest version!

Happy Snipping!

Mastering new tools while juggling deadlines and rising workloads isn’t easy. Teams need learning that moves at their pace and delivers real impact from day one.

That’s why we created the DataSnipper Academy: a self-paced learning platform that helps you onboard quickly, build confidence, and continuously grow your skills.

Whether you're new to DataSnipper or a seasoned user, the Academy helps you learn faster, extract more value, and work smarter.

How the Academy helps you succeed

We’re not just here to deliver a powerful product. We’re here to make sure you succeed with it.
And that starts with education. Our product and industry experts create courses that offer practical, actionable value, helping you:

• Onboard quickly, smoothly, and effectively

  Get up and running with confidence from day one. No need to wait for live sessions—start learning independently and apply your knowledge immediately.

• Upskill continuously, at every level

  From beginners to advanced users, we offer content tailored to your experience level. Browse our extensive catalog and enroll in courses and learning paths to build and deepen your skills continuously.

• Optimize your daily workflow

  Learn practical ways to integrate DataSnipper even further into your everyday processes.

• Unlock more use cases and product value

  Go beyond the basics to explore advanced features and new use cases, helping you get the most out of DataSnipper.

What’s inside the Academy

The Academy makes learning simple, flexible, and valuable for teams of all sizes worldwide.

• Self-paced courses

  Learn at your own rhythm. Our courses include short how-to videos, interactive walkthroughs, and Excel-based downloadable materials to practice independently.

• Broad content offering

  From platform introductions to use-case-specific training and on-demand webinars. We often update the content. There’s something for everyone!

• Knowledge checks

  Reinforce your learning and track your progress with quick assessments.

• Content in multiple languages

  Courses are available in English, plus AI-translated versions in Chinese, Japanese, Portuguese, Spanish, French, and German.

Built for your team

Whether you're in External Audit, Internal Audit, Tax, Financial Control, or ESG, the Academy is built around your real-world tasks. We also offer role-specific content to address different needs: from preparers to reviewers. Learn exactly how to apply DataSnipper to your day-to-day work.

Your path to productivity starts here

The DataSnipper Academy gives your team the tools to thrive. It’s scalable, flexible, and built to help you unlock the full value of DataSnipper.

👉 Ready to start learning?

Explore the Academy

Happy Snipping!

About Financial Statement Suite

In case you’re new here, what is Financial Statement Suite (FSS)? FSS is a separate paid Add-on Module. FSS automatically analyzes your financial statements and helps to perform and document all financial statement procedures extremely fast. You can rely on your professional judgment while FSS improves the standardization and overall quality of your procedures.

What's new in Financial Statement Suite’s latest version?

Say hello to a fresh new look

We’ve redesigned Financial Statement Suite to offer a modern and intuitive interface. The new design makes navigating your work smoother, faster, and easier to understand.

What does this mean for you? Here’s what’s new:

• Seamlessly navigate between your checks: The new action panes make it easy to move between different checks without losing track of your progress. For example, if you're in the middle of your Mathematical Accuracy check but need to add a Spell Check tickmark, simply click the SP tab to add the tickmark and return to your previous check without missing a beat. Fast and simple.
• Easily keep track of your progress: We're introducing built-in progress tracking, providing you with clear visibility into your tick and tie progress every step of the way. You’ll be able to monitor the status of each of the tests you’re performing at a glance, making sure no step is missed.
• Gain visibility on the overview page: All your applied tickmarks are now visible in one overview page. This gives you greater transparency into the completeness and consistency of your reviews across procedures. From here, you can quickly verify completed tests, ensure tickmark consistency, and spot discrepancies, making your final checks more efficient and thorough. You can even modify tickmark placement for a clear overview before you export your project.

Simplify language checks with built-in Spell Check

Eliminate the need for external tools to ensure your financial statements are error-free. Spell Check streamlines your review process by bringing language checks directly into Financial Statement Suite. It automatically analyzes the text, highlights errors, and provides suggestions to improve both efficiency and quality. Now, you can quickly spot spelling issues and correct them without leaving Financial Statement Suite, ensuring that your final documents are polished and professional every time.

Try it out for yourself!

Would you like to try out Financial Statement Suite for yourself?

Book a demo today, and our Sales team will gladly walk you through it!

Already using Financial Statement Suite?

Contact us or your DataSnipper representative to upgrade to the latest version!

Happy Snipping!

Introducing the latest version of UpLink - AI-powered PBC, delivering new features and improvements guaranteed to boost your productivity and quality.

Below we’ll walk you through the latest updates to show you exactly what new updates and new features you can expect from UpLink, AI-powered PBC.

In case you're new to DataSnipper:

Maximize efficiency with DataSnipper’s Intelligent Automation Platform, automating repetitive tasks at scale while maintaining control. Foster collaboration through a single source of truth, connecting data in one workspace. Boost productivity by standardizing procedures across teams, ensuring high-quality results.

Flow documents directly from UpLink

Working with client-requested documents just got easier. With Document Import from UpLink, you can now flow documents from UpLink-AI-powered PBC, straight into DataSnipper.

This seamless integration reduces platform switching, automates manual steps, and frees your time to focus on high-value work.

Export answers as Snips to Excel

Create a seamless loop between Uplink on your browser and the DataSnipper Platform on Excel. Export documents with AI-generated answers to queries directly to DataSnipper Platform. Leverage automated cross-references and view the answers as Snips in your Excel workbook.

Store UpLink data securely within the EU

We're excited to announce that UpLink now offers EU-based data centers for secure data storage. This expansion allows us to better serve our global users while maintaining the highest standards of data protection.

By storing sensitive data within the European Union, we ensure full compliance with GDPR requirements and provide enhanced data security. This strategic move is a step forwards to our commitment to data privacy, giving our customers greater control over their data residency.

Pre-validate documents in Non-Latin languages

Working with global teams just got easier. UpLink now supports documents containing non-Latin characters, including Chinese, Arabic, Greek, and more. This enhancement ensures accurate text extraction and analysis across multilingual documents, helping auditors and reviewers capture the right data-no matter the language.

Faster document processing

We’ve significantly increased UpLink’s processing speed, allowing for quicker uploads and faster AI-powered querying. Whether you're prepping for quarter-end or managing a heavy workload, this update ensures smooth performance and keeps your team moving efficiently-especially when time matters most.

👉 Curious about what’s new in DataSnipper Platform? Check out our blog to explore the latest product updates and innovations.

👉 Do you want to get UpLink for your organizational needs? Get in touch here.

Happy Snipping!

Audit and finance teams deal with a constant stream of documents, from bank statements to payroll reports, each with its own layout and its own demand on your time.

AI Extractions transforms those documents into usable data, directly in Excel. Every extracted value traces back to the source. No tool-switching, no manual copying, no broken focus. Teams get to the review stage faster using prompts and reusable templates, while maintaining full control over their extractions.

We keep building to make AI Extractions faster and easier to scale across your organization. Here's what's new.

Company templates

Defining what to extract varies by document type, engagement, and team member. When everyone builds their own extraction setup from scratch, results become inconsistent, and onboarding takes longer than it should. Individual templates already help by letting each person save and reuse their own setup, but the knowledge stays siloed within each user.

To solve this, we're introducing one of our most requested features: Company templates. Save an extraction setup once and share it across your entire organization, so anyone on your team can run the same standardized extraction without starting from scratch. We've also added export and import functionality for individual templates, making it easy to share existing extraction setups across your team.

Auto-schema

The first thing you do in AI Extractions is fill in the schema: defining which fields to extract, describing what each field represents, and setting the right data type for each one. For complex or unfamiliar documents, that setup takes time, and not all team members are equally experienced with doing it.

Auto-schema removes that barrier. Upload your document, and it instantly generates a draft schema, suggesting the fields, descriptions, and data types for you. Just review and refine, and get straight to extracting.

Nested data types

Some documents don't fit neatly into a simple table schema in AI Extractions. Payroll reports with line items nested inside employee records. Financial schedules with sublists inside lists. Capturing that complexity is time-consuming and effortful.

With nested data types, you can now add a new list of fields under an existing row in your schema, mirroring the structure of the source document. So if an employee record contains multiple line items, each with its own date, amount, and type, you can capture all of that in one clean extraction output. More accurate results, less cleanup.

Multi-run extractions

Processing large document sets or iterating on templates takes time, and waiting for one run to finish before starting the next slows your work.

With multi-run extractions, that wait is gone. Now you can run multiple extractions simultaneously, each in its own tab. Start a run, move on, and come back when it's done. You can even close the window, and the results will be waiting for you.

AI Extractions templates in Excel Agents

Audit and finance procedures span many steps, including workpaper building, data extraction, reconciliations, and testing. Excel Agents already automated end-to-end workflows, and now extractions fit seamlessly inside them.

Your AI Extractions templates now connect directly to Excel Agents. Ask the agent to apply a specific template, and it extracts the corresponding fields. It may even suggest a saved template when it detects a clear match. You decide whether it gets applied. Individual and company templates both work the same way, so your whole team runs consistent extractions without starting from scratch each time.

Australia data residency

Regulated firms don't just need powerful extraction tools; they need to know their data stays where it should.

Australia is now a selectable data storage region for AI Extractions, alongside the European Union and the US, so APAC teams can meet local data requirements.

Built for what's next

These six updates make AI Extractions faster, more flexible, and easier to scale across your organization. From smarter setup to more complex document handling, agentic workflows, and growing data residency options, each update is designed to remove one more thing standing between your team and the actual work.

Because the less time spent on preparation, the more time there is for the judgment that only you can bring.

Get started with AI Extractions

Ready to try AI Extractions? Book a demo, and our team will walk you through it.

Excel sits at the core of audit and finance. It's also where hours quietly disappear into manual reconciliations, copy-pasting, and repetitive data checks that slow every team down.

Excel Agents has changed that. By bringing AI directly into the spreadsheet teams already live in, it automates end-to-end analysis and testing procedures, from batch payment testing to AML screening data extraction. And because it's built specifically for audit and finance, every output stays traceable back to the source and ready for review.

Listening closely to our customers’ feedback, we keep building around the same principle: AI that works the way audit and finance actually work. Here are the six latest updates to Excel Agents.

Agent Builder

Every firm has proven approaches that work. Senior auditors who've refined a revenue testing approach over the years. Methodology that lives in their heads and gets re-explained to every new joiner at the start of fieldwork. That knowledge rarely survives the handoff.

Agent Builder makes sure it does. You can now turn proven workflows into reusable agents by defining the steps, the order, the exceptions, the workpaper format, all in plain language. Test it. Publish it to your organization. From that point on, any team member can pick that agent and run it directly through Excel Agents, executing the same procedure consistently across teams and engagements.

Excel-to-Excel reconciliation

For a long time, reconciling across multiple workbooks meant workarounds, printing one of them to PDF, keeping two windows open, hoping nothing got missed. It was one of our most requested features.

Now, Excel Agents can read from multiple open workbooks simultaneously. Whatever the workflow, it runs in the same chat, and you stay in control by choosing exactly which files the agent can access.

Audit log

Security-conscious firms often ask: “How do I know what the agent actually did?”

With Audit log, the answer is always right there. Every action Excel Agents takes is automatically captured in a dedicated worksheet inside your workbook: what happened, when, and who triggered it. Trace back every change made, with a ready-made record for review, sign-off, and compliance.

AI Extractions templates for Excel Agents

Extracting data from documents is one of the most time-consuming steps in audit. Documents like K-1 tax forms, bank statements, and invoices rarely follow a consistent format, making manual extraction slow and error-prone.

AI Extractions already solves that, pulling the data you need regardless of layout. Define your fields once, and AI structures the output for you. Save the setup as a reusable template to apply across documents.

Now those saved templates plug directly into your agent workflows. Ask the agent to apply a specific template, and it extracts the corresponding fields. It may even suggest a saved template when it detects a clear match. You decide whether it gets applied. Individual and company templates both work the same way, so your whole team runs consistent extractions without starting from scratch each time.

Agentic integrations

Audit evidence is scattered across platforms like SharePoint, OneDrive, and SAP Concur. Retrieving a single piece of evidence means switching systems and breaking focus. This is a loop that auditors repeat dozens of times a day.

With agentic integrations, you can pull evidence from the file storage systems your team already uses, directly into Excel. No manual downloads. No switching tools. Just prompt through Excel Agents and retrieve what you need. Here you can learn how to do it.

Australia data residency

For regulated firms, where data lives is as important as what you do with it. That's why we keep expanding our data residency options, helping customers meet the privacy requirements and regulatory frameworks that govern data protection.

Australia is now a selectable data storage region for Excel Agents, alongside the European Union and the US. Teams that need their data to stay in Australia can meet that requirement.

Built for what’s next

Audit and finance will always require human judgment. That’s why DataSnipper is building toward a world where AI handles the procedure so professionals focus on the insight: reviewing what matters and signing off with confidence.

These six updates push that vision forward. Excel Agents executes more of the work, more consistently, and with the traceability that audit and finance require.

The work keeps getting done. The judgment stays yours.

Get started with Excel Agents

Ready to try Excel Agents? Book a demo, and our team will walk you through it.

Documents come in all shapes and formats, and we are expanding our extraction capabilities. We are excited to announce AI Extractions, designed for documents that don’t follow a standard structure. While Advanced Document Extraction is ideal for consistent, structured document types such as invoices, receipts, and tax forms, AI Extractions steps in when layouts vary, and documents don’t fit a predefined template.

Built to address a growing industry need

Professionals across audit and finance work with documents such as:

• SOC 1 reports
• Quarterly schedules
• Investment documents
• Payroll reports
• Bank statements
• And many more

These documents often look different, making manual extraction slow, repetitive, and error-prone. AI Extractions is built specifically to solve these challenges.

Meet AI Extractions

AI Extractions uses contextual AI to interpret and extract data from unstructured documents of all kinds, regardless of their layout.

How it works

AI Extractions integrates seamlessly into your Excel workflow:

1. Define the data you need
   Define your extractions with prompts and reusable templates.

2. Run your extractions at scale
   AI Extractions extracts fields, tables, and footnotes, structuring the output automatically based on your setup. Get fast and accurate results while staying in control of your output.

3. Review with full traceability
   Click any value in Excel to view its source across documents. This ensures transparent, defensible reviews.

4. Reuse your templates
   Save your setup once and reuse it across documents. Scale your workflows with consistent, streamlined extractions.

Trusted, Excel-native experience

AI Extractions works directly in Excel, keeping your workflow uninterrupted. No switching tools, no additional interfaces. Just faster, more reliable data preparation.

Tested and validated by leading teams

As part of our Design Partnership Program, we collaborated with audit and finance professionals worldwide to test AI Extractions. Here’s how this innovation helped our partners from Aprio, LLP:

“AI Extractions has enabled our team to quickly validate client data, improving both accuracy and efficiency. Its seamless integration into Excel made adoption easy and is a strong addition to the DataSnipper toolkit.”
Michael Lange - CEO and Managing Partner, Audit

"Our audit and assurance practice leverages AI-powered extractions through DataSnipper to streamline several of our audit processes. This approach enables us to quickly validate client data, ensuring accuracy and efficiency in every engagement."
Madison Gay - Senior Associate, Audit

Try it out for yourself!

Ready to explore AI Extractions?
Book a demo and see how DataSnipper turns unstructured documents into data that works for you.