Lay the groundwork with automated extraction and matching
Key features
Support
Embed AI throughout your workflows while ensuring governance
Everything from Start, plus:
AI Features
Drive consistency and scale with control and standardization
Everything from Accelerate, plus:
Support
Automatically analyze, perform, and document all your financial statement procedures, improving standardization and quality.
Transform client document requests into real-time insights with AI-powered PBC.
| Features | Start | Accelerate | Elevate |
|---|---|---|---|
| Collect | |||
Text Recognition | |||
Document Import | |||
Document Organizer | |||
Document Viewer | |||
Advanced Document Management | |||
IntegrationsAINEW | — | ||
Document Retention | — | — | |
| Structure | |||
Snips | |||
WebSnip Extension | |||
Form Extraction | |||
DataSnipper for Excel Online | |||
Personal & Feature Templates | |||
Advanced Document ExtractionAI | — | ||
AI ExtractionsAI | — | ||
Company TemplatesAINEW | — | ||
| Analyze | |||
Find All Sums | |||
Version Comparison | |||
Comments & Markup | |||
DocuMineAI | — | ||
Document Matching | |||
Document Matching and Form Extraction Templates | — | — | |
| Agentic Automation | |||
Excel AgentsAINEW | — | ||
Agent BuilderAINEW | — | ||
Agent TemplatesAINEW | — | ||
| Dashboard & Reporting | |||
Usage Dashboard | |||
Standard Data Export | — | ||
Advanced Data Export | — | — | |
| Security & Admin | |||
Single Sign On (SSO) | |||
Directory Sync | — | — | |
External Guest Access | — | — | |
| Support | |||
Knowledge Base & Academy | |||
Customer Success Guidance | |||
Global Business Support Hour | |||
Premium Services | — | — | |
Premium Support | — | — | |
DataSnipper meets the highest industry standards for security and compliance.
With DataSnipper, we were able to spend more quality time focusing on more critical issues and noted a number of cash flow improvements that our clients could put in place.
Xerxes J. Medora
Partner, JK Medora & Co LLP
