How a Partner-led Audit Firm Cuts Audit Testing Time by 50% with DataSnipper

Challenge: Every hour counts in a partner-led audit firm

RMF specializes in financial and grant accountability audits for foundations and NGOs that receive government funding and need to report it.

Q. How does your work routine look?

A. “Very busy. The first half of the year is performing audits and hitting client deadlines. The second half, performing audits with less restricted deadlines, and doing interim controls. When I’m not working for my clients, I need to work on my own compliance.”

With a partner-led firm and a regulatory environment that keeps getting more complex and demanding, every hour counts. With around 90% of her workflows in Excel, she needed a solution that could bring everything together, without adding complexity to an already full plate.

"DataSnipper really makes a difference. It is my assistant! I introduce every client I have to this platform. When we both use it, audit preparation becomes an efficient and smooth collaboration throughout the whole year."

Ruenna Constancia

Founder

Solution: The “spider in the web” approach to centralizing audit work

When Ruenna founded her new audit firm, she decided to use DataSnipper from the start, as she already saw its value in practice across the firms where she had worked previously.

Q. What do you use DataSnipper for?

A. "I mainly use DataSnipper for test of details for invoices, test of controls, and walkthroughs.”

Q. What are the main benefits of DataSnipper for you?

A. "DataSnipper brings all the documentation together. All the evidence is snipped and cross-referenced in the same place. I call it the spider in the web: everything is connected back to one Excel workfile. Additionally, DataSnipper streamlines collaboration with my clients and helps me be more efficient.”

Q. How does DataSnipper streamline the collaboration with your clients?

A. "I introduce my clients to DataSnipper, and they love it, so they often buy their own licenses for their day-to-day operations. They already know what I will request, and use this platform to prepare the audit file before I even arrive. Clients include the documents and snips. Everything is ready for me to start reviewing, so I don’t need to go back and forth. This saves an incredible amount of time for both parties.”

Results: Working at the pace of larger teams

In a partner-led firm, every hour saved by DataSnipper is felt in Ruenna's day-to-day work, allowing a one-person firm to operate with the speed of a much larger organization.

Q. What outcomes have you achieved with DataSnipper?

A. "It saves me a significant amount of time. For example, a test-of-details sample, which could have over 60 invoice items, would take two to three hours if the client sent me a file and I had to go back and forth looking things up. With DataSnipper, and especially when the client has also prepared the documentation, that time is cut roughly in half.”

Looking ahead: Scaling audit procedures with Excel automation

Ruenna plans to keep deepening her use of DataSnipper and is excited about the improvements the platform keeps introducing: from enhancing current products like UpLink (DataSnipper's AI-powered PBC) to completely new features that keep making her practice even more efficient. Growing businesses have never had so many possibilities.