Community

AI Extraction Table Overview

Hi everyone, I’m looking for the best approach to using AI Extraction to generate a well-structured table overview when extracting data from a large volume of documents.At the moment, every time I extract the data, the extracted results are listed on

671

14 days ago

Sangeetha RameshNew Participant

Tips & Tricks

Excel Agents for Revenue testing

Hi, I'm Sangeetha. Before I joined DataSnipper, I spent years as an auditor, and revenue was one of the areas where I spent the most time. It's material on almost every engagement, the PBC list is long, and the testing is detailed. Tie the invoice to

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15 days ago

philippamcbrideCommunity Manager

Excel Agents is here!News

Excel Agents is here.Describe the audit or finance procedure you need. The Agent reads your documents, reconciles your data, and produces traceable, review-ready evidence, all directly inside Excel.No manual steps. No tool switching. Just results yo

940

2 months ago

philippamcbrideCommunity Manager

Audit Awards 2026News

🏆 Nominate a Peer for the Audit Awards 2026!We're excited to announce that the Audit Awards 2026 are officially live, and we want you to be part of it!Think about the person at your organization delivering exceptional results, leading the charge on A

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2 months ago

philippamcbrideCommunity Manager

May webinar lineup!Tutorial

Hi everyone,Somehow, we’re already heading into May!Audit season is in full swing, calendars are packed, and “just one more review” keeps appearing out of nowhere. So instead of adding more to your plate, we’re lining up a few webinars that should ac

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2 months ago

philippamcbrideCommunity Manager

The Loop - April 2026News

What are you actually seeing with AI in audit right now?It feels like things are shifting from experimentation to actual workflows.Less “trying AI” and more “how do we use this in a way that’s still reviewable and controlled.”To help you stay in the

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3 months ago

frieza.brooksCommunity Manager

Modernizing Government Audit with Automation and AI: Key Insights for Public Sector LeadersBlog

Happy Monday!Sharing our latest blogpost takeaway below for your monday inspo :) Modernizing Government Audit with Automation and AI: Key Insights for Public Sector Leaders Government and public sector audit teams face a mounting challenge: rising e

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3 months ago

frieza.brooksCommunity Manager

AI Extractions and Prompt Playbook Webinar

Hi everyone! AI Extractions is now available for everyone 🚀🔥Although it is already a powerful tool, but with the right prompting you can get even MORE accurate results.So, we’d like to invite you for a LIVE webinar on prompting best-practices! From t

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3 months ago

frieza.brooksCommunity Manager

2026 DataSnipper AI report

Hi all, As you know, AI is moving fast and the professionals leading the way deserve to know where they actually stand.We're publishing the 2026 AI Report, a study on how AI is reshaping audit and finance. The findings will be shared with thousands

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4 months ago

Nader JebaliNew Participant

AI Extraction Table Overview

671

14 days ago

James12345New Participant

Is there anyway to stop Datasnipper loading up when open a spreadsheet?

Is there anyway to stop Datasnipper loading up when open a spreadsheet - each time it opens you have to wait while the PDFs load up. But often I don’t want to reference a PDF so it delays opening files, particularly files with lots of PDFs.

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4 months ago

JaiParticipating Frequently

Internal Audit (Generic)

Busy Audit Season Tips: Streamlining DataSnipper Workflows?

Hey DataSnipper community! 🚀With audit season in full swing, I'm swamped trying to balance client deadlines and data extractions. What's your go-to strategy for speeding up Excel-to-DataSnipper imports or automating roll-forwards in high-volume audit

Anonymous

For those heading into busy season, are you planning to lean more on AI features this year?What are your top time-savers in DataSnipper during crunch time?Curious to hear from all of you!!-->

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Anonymous

The Agentic Era Is Here — How Are We Adapting?

From Excel Agents to Disclosure Agents, the agentic era is redefining what it means to work smart.What’s one process in your team you’d love to see handled by an AI Agent next?Curious to hear from all of you!

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James12345New Participant

DataSnipper is still processing your previous action, please wait...

I’ve imported a large PDF to excel and get the following message:DataSnipper is still processing your previous action, please wait…Is there a way to cancel the import because I can’t use excel or datasnipper while waiting for this to process?

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tartusNew Participant

Document Matching templates

Is it possible to create generic document matching templates? For example, we have a standard cash reconciliation template that outlines reconciling items and includes vouching to subsequent bank statements. However, when I save this template and rer

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srinivasgogulaNew Participant

Advisory

Merge additional pages

Hi, I have already completed an activity by snipping various details from a large number of files. Now, I need to merge a few more pages into the existing data. Is there a way to incorporate these new pages into the existing PDFs within DataSnipper?

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10 months ago

fheilbronnerNew Participant

Firm-wide Custom Tickmarks

Is there a way to distribute custom tickmarks to all users within the firm?

2203

10 months ago

ds55New Participant