Manual ticking and tying bottlenecked audits. Now, data extraction tools instantly cross-reference documents, freeing staff for analysis.
An accounting and professional services firm managing over 1,400 audits firmwide, including 391 specialized engagements in the affordable housing sector.
Manual documentation for affordable housing audits required three hours per transactional testing task and up to 12 hours for trial balance tie-outs....
“DataSnipper has helped build capacity and make things easier for newer associates. Our teams have a top-down approach to using DataSnipper as a must-have, not just a nice-to-have. Standardizing engagements with DataSnipper has also made it easier to set up new associates for success in the future.”
Accounting, audit, tax, and technology consulting firm.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
Maner Costerisan's Audit documentation is part of this use case:
Related implementations across industries and use cases
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.
Hundreds of keys, one invoice line, no owners. Giving each key a name and purpose surfaced a ghost workload and a caching fix within weeks.
Manual ticking and tying bottlenecked audits. Now, data extraction tools instantly cross-reference documents, freeing staff for analysis.
An accounting and professional services firm managing over 1,400 audits firmwide, including 391 specialized engagements in the affordable housing sector.
Manual documentation for affordable housing audits required three hours per transactional testing task and up to 12 hours for trial balance tie-outs....
“DataSnipper has helped build capacity and make things easier for newer associates. Our teams have a top-down approach to using DataSnipper as a must-have, not just a nice-to-have. Standardizing engagements with DataSnipper has also made it easier to set up new associates for success in the future.”
Accounting, audit, tax, and technology consulting firm.
AI-powered audit and finance automation platform that extracts and validates data from documents directly within Excel.
Maner Costerisan's Audit documentation is part of this use case:
Related implementations across industries and use cases
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Manual multi-line coding bottlenecked a two-person firm. Now, an AI agent auto-splits line items and assigns accounts for human review.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Trial balances reformatted by hand, once per district, 70 times each audit cycle. Now agents ingest any format and standardize across all.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
Expense testing and reconciliations ate into audit hours; most AI couldn't trace to source. Agents now handle both inside Excel.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.
Hundreds of keys, one invoice line, no owners. Giving each key a name and purpose surfaced a ghost workload and a caching fix within weeks.