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 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 you can defend.We'd love to hear what you think, drop your questions, reactions, or early experiences in the comments below.Learn more about what you can achieve with DataSnipper Excel Agents 👉 AI Agents | Knowledge Base  

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 actually make things a bit easier.Here’s what’s coming up this month 👇Accelerate your tax procedures with DataSnipperTax procedures can get complex fast. In this session, we’ll walk through how to streamline and automate parts of the process so you can spend less time on manual work and more time on review.Key takeaway: How to reduce time spent on repetitive tax testing and keep everything clearly documented for review.Date: May 18th, 2026Time: 4:00 pm CETDuration: 45 minutesSave your seat here → RegistrationWhat’s new in AI-powered UpLink (APAC)We’ll cover the latest updates in AI-powered UpLink and how teams are using it to handle document requests and follow-ups more efficiently.Key takeaway: How to bring more structure and visibility int

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 expectations for transparency and compliance, while working with shrinking talent pipelines and growing volumes of documentation. In a recent webinar, DataSnipper brought together public sector leaders, including Bryan Nelms, Partner at Kearney & Company, to explore what modern audit looks like in practice. The Numbers Behind the Modernization ImperativeThe scale of the problem is hard to ignore. Over $7 trillion in public spending is subject to oversight annually, while the accounting talent pipeline has shrunk by roughly 20% since 2010. Analysts project $98.1 billion will be invested into AI and automation by 2033 — and government is no exception. Audit demand is rising while capacity is constrained. Technology adoption is becoming les

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 this session you will learn how to:Automatically extract fields, tables, and footnotes at scale across all kinds of documents; Use reusable templates to scale across engagements; Use advanced prompting techniques for accurate information retrieval.This webinar is ideal for all finance professionals as we cover the use cases that might be relevant for Internal & External Auditors, Finance and Tax team. Reserve your seat now!Date: April 23rd, 2026Time: 4:00 PM CEST and 2PM SGT Register here for APACRegister here for EMEA & North America  Hope to see you there! 

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 of finance and audit leaders and the more practitioners who contribute, the more accurately it reflects what's really happening.We'd love your voice to be part of it! 🔥It takes less than 5 minutes and is 100% anonymous. CLICK HERE to share your voice.  Let’s gooooo!

The Agentic Shift in Audit and Finance Workflows with Excel Agents Hi all,  I’m very excited to share our upcoming webinar invitation. It covers various use cases and is ideal for finance professionals. No more performing each step manually. Just describe the objective of your procedure, and the agent takes it from there: reading documents, reconciling data, and generating workpapers with full traceability.Come see it live.From this session you will learn:How Excel Agents execute audit and finance procedures directly within Excel How agents read documents, extract data, and reconcile information automatically How workpapers are generated with full traceability back to supporting evidence What agentic workflows look like in practice for audit and finance teamsThis webinar is ideal for all finance professionals as we cover the use cases that might be relevant for Internal Auditors, External Auditors and Finance team.Reserve your seat now: Date: April 9th, 2026Time: 4:00 PM CESTDuration: 

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.

Upcoming webinar you should not miss In this live conversation, Christina Kallai, Director of Internal Audit at Salesforce, and Chris Ortega, CEO of Fresh FP&A, unpack what finance leaders actually expect from Internal Audit today and why many audit teams struggle to meet those expectations, even when the work is technically sound. This session goes beyond theory to explore how leading organizations are rethinking evidence, alignment, and audit’s role in the business and what separates teams that are seen as trusted partners from those that are still viewed as a compliance function. Link : https://www.datasnipper.com/resources/how-internal-audit-delivers-cfo-ready-insights

Hi team,  I know how frustrating it is when using DataSnipper for testing with validation snips, the preparer can see all documents and snips, but reviewers (e.g., colleagues) see an error message when opening the workbook, even after the documents and snips were exported and saved to a shared location. What you need to check, first thing first is:"Include PDFs in Excel" setting is turned off in the workbook.When this setting is disabled, documents are not embedded correctly, preventing other users from viewing the snips or attached files. It can also be related to co-authoring setup or version mismatches among team members.  Resolution Steps1. Check the “Include PDFs in Excel” SettingOpen the affected workbook in DataSnipper. Go to DataSnipper Settings and ensure “Include PDFs in Excel” is turned on. If it’s already enabled: Try disabling it and then re-enabling it again. This will force the documents to be re-included in the workbook. Save the workbook after making changes.2. Sync

Short answerDataSnipper has no hard limit on the number of files you can export at once.You can use the Export button to export:The current PDF, or All imported PDFs to a folder of your choiceWhy exports may fail at high volumes (200–500 files)If a user can export in batches (e.g., 20–30 files) but struggles with 200–500 files, especially with Snips, markups, and comments included, this is typically a hardware/memory constraint, not a DataSnipper restriction. Large export jobs can exceed available memory capacity.Recommended best practices before exporting large batchesReduce workbook + document load first:Compress imported documents (via DataSnipper’s document management options) Temporarily switch off “Include PDFs in Excel” to reduce workbook sizeCheck system requirements:Use 64-bit Office (more memory headroom than 32-bit) For large document sets, 16GB+ RAM is recommendedExport method to useGo to Export Select the documents you need Enable “Export with Snips and Comments” (if requi

Quick disable (recommended first step)In Excel, go to File > Options > Add-ins In the dropdown at the bottom, select COM Add-ins and click Go Uncheck the box next to DataSnipper Click OKRegistry method (more permanent)You can disable the add-in by setting the LoadBehavior registry value to 0 (disabled) here:HKEY_LOCAL_MACHINE\\SOFTWARE\\Microsoft\\Office\\Excel\\Addins\\DataSnipper.AddinGroup Policy (for IT admins)In corporate environments, IT can use Group Policy to prevent DataSnipper from loading automatically for specific users or groups.Tip: Start with the COM Add-ins method, it’s the simplest and quickest to try.!-->

ICYMI: DataSnipper's DocuMine was recognized in TIME's 2025 awards.Professionals have mixed feelings about AI. Some are AI early adopters, while some hesitate due to various concerns, e.g. data security, online safety, policy compliance, and more 🤔Vote in the poll and feel free to elaborate in the comments, I’ll pick 2 lucky commenters to receive a EUR30 gift card (valid worldwide). Spread the word 🔊  

Hi all!  Tired of manual, time-consuming processes?Join Sangeetha, our Product Marketing Manager, for an exclusive webinar designed for finance controllers and team members who are ready to work smarter, not harder. What you'll learn: ✨ How to automate repetitive finance tasks ✨ Strategies to boost team efficiency ✨ Real-world examples of workflow transformationWho should attend: Finance controllers, finance team members, and anyone looking to streamline their financial operations In this live webinar you'll discover: 📄 Intelligent Data Extraction (ADE/AI Extractions)Stop manually typing data from invoices, statements, and financial documents. Watch AI extract key information instantly with exceptional accuracy.📋 Contract Intelligence (DocuMine)No more reading 50-page agreements line by line. Get instant summaries and outlines of contracts and agreements, surfacing critical terms and obligations in seconds.🔄 Automated Document Reconciliation (Document Matching)Reconcile multiple sch

Hi everyone,  As we wrap up this year's holiday season, complete with hastily assembled festive desserts, the annual debate over when decorations should come down, and at least one gift that's being regifted as we speak; we're already looking ahead to January with the kind of optimism usually reserved for New Year's resolutions.But unlike those abandoned fitness goals and dusty language learning apps, our January webinars are actually worth showing up for 😍While you're still working through tins of biscuits and chocolates that mysteriously multiply during the holidays, mark your calendar for what might be the January commitment you'll actually keep! DataSnipper Tips & Tricks  What’s better than starting 2026 by uncovering tips and tricks from our DataSnipper expert to level up your efficiency?This webinar is the perfect way for all DataSnipper users.Features to be covered: Document Matching, Manual Snipping, DocuMine & Financial Statement Suite. Date: January 8th, 2026Time: 4P

Hello everyone! I'm thrilled to join you as your new Community Manager and become part of this amazing group. I'm really looking forward to getting to know each of you and helping foster a space where we can all connect, share ideas, and learn from one another.My goal is to make this community a vibrant hub for collaboration and networking between fellow DataSnipper user, where everyone feels welcome to contribute and engage. There's a lot of exciting things in the pipeline, so definitely watch this space. I can't wait to share what's coming and work together to make this community even better! 

Which DataSnipper Feature have you used the most in 2025? 📈

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!!-->