DataSnipper, the intelligent automation platform for audit and finance professionals, has unveiled AI Extractions, a powerful new feature that transforms unstructured documents into structured, traceable data without leaving Microsoft Excel. Built on modern AI and Microsoft Azure, the capability eliminates manual data entry while maintaining full audit trails and control.
Audit and finance teams regularly deal with challenging unstructured documents such as payroll reports, tax forms, medical evaluations, and vendor invoices that vary widely in format. These inconsistencies force extensive manual extraction and increase the risk of errors during reviews. AI Extractions addresses this pain point by intelligently interpreting document structure, accurately pulling required information, and automatically connecting extracted values to their original source evidence inside Excel.
The platform leverages advanced AI models to deliver contextual understanding, enabling professionals to work faster without sacrificing quality or compliance requirements.
AI Extractions introduces several advantages that directly impact daily operations for audit and finance professionals:
Speed & Scale – Teams can process large volumes of documents using customizable prompts and reusable templates, ensuring consistency across multiple engagements and clients.
Quality & Trust – Every extracted value includes a live link back to the original document, creating defensible audit trails and minimizing review risks.
Flexibility – The tool works across languages and handles diverse layouts without requiring predefined formats or extensive configuration.
Excel-Native Productivity – Professionals continue working in their familiar Excel environment, avoiding disruptions from switching between multiple applications.
"AI Extractions brings intelligent, contextual extraction directly into Excel, even from the most unstructured, complex documents and formats - eliminating manual work while increasing accuracy and trust. By bringing the best and newest AI technologies to where audit and finance professionals already operate, we're giving teams the speed, transparency, and control they need to deliver higher-quality audits at scale," said Vidya Peters, CEO at DataSnipper.
The launch builds on DataSnipper's strategic partnership with Microsoft. "DataSnipper has been a strong collaborator in demonstrating what Microsoft Azure can unlock for document-heavy workflows. AI Extractions shows how unstructured documents can be interpreted with precision and transformed into structured, traceable data at scale," said Joe Filcik, Principal Product Manager, Microsoft.
Early adopters have reported significant improvements. "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, Aprio LLP.
With rising document volumes and regulatory demands, AI Extractions positions audit and finance teams to handle growing workloads more effectively while maintaining the highest standards of accuracy and transparency. The feature joins recent additions like Disclosure Agents and Excel Agents, reinforcing DataSnipper's focus on practical, workflow-native AI solutions that keep professionals in control.
About DataSnipper
DataSnipper is transforming data in the audit and finance industry with an intelligent automation platform and AI Agents for faster workflows. The platform is used by Fortune 500 companies, government bodies, global enterprises and all four of the largest global auditing firms: Deloitte, Ernst & Young (EY), KPMG, and PricewaterhouseCoopers in 175 countries. DataSnipper secured $100 million in Series B funding in 2024, led by Index Ventures at a $1 billion valuation.
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