New features bring sharper automation, deeper control and faster collaboration – designed for the way auditors really work.
DataSnipper, the leading intelligent automation platform for audit and finance, announced a powerful suite of new features designed to streamline complex workflows, enhance collaboration, and bring AI deeper into the audit and financial review process.
Integrated Client Workflows with UpLink + Global Expansion
DataSnipper now instantly syncs UpLink’s client-requested documents into Excel, enabling end-to-end audit workflows, from document retrieval to final deliverables without the hassle of context switching. With newly introduced multi-region data storage, clients can choose to store their UpLink data in the U.S. or the EU, ensuring full compliance with regional data privacy regulations.
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Enabling Compliance at Scale with Intelligent Document Retention and Discovery
Audit teams can now configure document retention policies, define archival timelines, and automatically remove sensitive source documents from workbooks. A new Workbook Scanner provides oversight at scale, scanning mapped drives for linked documents and helping firms enforce retention policies in a centralized, compliant manner. This marks a leap forward in audit readiness and operational risk mitigation.
AI-Powered Extraction Across More Complex Document Types
DataSnipper’s Advanced Document Extraction powered by AI, intelligently identifies, extracts, and contextualizes data across a wider range of document formats, enabling faster data capture at scale.
More Control Over AI with the DocuMine Answer Refiner
The new Answer Refiner in DocuMine allows users to fine-tune AI-generated answers and improving context with precision. This ensures higher answer quality and user trust while preserving the efficiency of AI-driven insights.
Financial Statement Suite (FSS)
The new Financial Statement Suite has been redesigned for clarity and control – with streamlined workflows, progress tracking and built-in spellcheck in multiple languages.
A New Standard for Audit Innovation
“These features reflect our deep understanding of what auditors and finance teams need: power of AI, with more control and compliance. This release unlocks more embedded intelligence across the audit workflow – from deeper collaboration to sharper control, so audit teams can execute faster, with greater confidence and capacity for complex judgement,” said Vidya Peters, CEO at DataSnipper.
“At DataSnipper, we’re relentlessly focused on building an intuitive user experience – one that audit and finance teams can trust, even under pressure. This release sharpens that experience with faster performance, smarter automation, and more control in every click,” said Thilo Richter, VP Product and Engineering at DataSnipper.
Teams Lead the Charge on AI – Now Leadership Must Follow
The launch comes as new survey data from DataSnipper’s 2025 AI in Audit & Finance Report shows rising AI adoption across the profession, often outpacing formal support structures. 91% of respondents expect AI use to grow significantly, and 66% say half their teams are already using it – with or without leadership backing. As trust in AI grows, organizations are eager for solutions that balance innovation with accountability. In response, this release introduces new AI features designed to meet that demand – empowering teams with smart automation while ensuring transparency and control at every step.
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