Transform manual disclosure checklist reviews into guided, smarter workflows with every conclusion traced back to its source.
Individual expertise is required: Disclosure review requires specialized knowledge.
Teams are unable to delegate: Reviews stay stuck with your most experienced, and most expensive people.
Traceability is manual: Your team is still required to be traced back to the filing by hand.
Junior staff can step up: Your junior team members can now run a larger part of the process, with senior sign-off built in. Through AI suggestions and a guided review flow.
Traceable by default: While running the analysis, every requirement is linked to its evidence automatically.
Time is spent where it matters: Senior reviewers spend their time on the judgment calls the standards actually require.
Use Focus Mode to scope out standards or sections that don't apply before running the analysis, so Disclosure Agents only evaluates what's actually relevant to this client.
Checklists are matched to your license and framework, US GAAP or IFRS today.
Every suggestion carries a reference to the clause or note it's based on, and every confirmation is recorded with a user and date stamp, so the review already has its trail built in, nothing to reconstruct after the fact.
DataSnipper meets the highest industry standards for security and compliance.
"With AI solutions, it's very difficult to trust the results. Sometimes you get an answer, but you're not really sure how AI came up with it or what information was used. DataSnipper provides the ability for people to easily review what the automation has done. Traceability and being able to trust the results are key in audit."
Gosia Kostrubiec
Associate Director
