DataSnipper, the intelligent automation platform for audit and finance teams, has unveiled its AI Agents—Disclosure Agents and Excel Agents—designed to tackle two of the profession’s most time-consuming and error-prone tasks. By embedding AI directly into familiar workflows, the platform promises faster, more accurate, and transparent audit and reporting processes.
AI That Works Within Your Tools
Disclosure Agents and Excel Agents integrate directly into the software finance teams already use, reducing friction and avoiding the disruption typical of adopting new technology. “By embedding AI directly into the tools professionals already use, we’re helping teams move faster, reduce risk, and reclaim time for higher-value work,” said Vidya Peters, CEO of DataSnipper.
Audit and finance professionals face strict regulatory requirements, massive volumes of unstructured data, and pressure to deliver fast, accurate results. Traditional automation speeds repetitive tasks but struggles when judgment or context is required. DataSnipper’s AI Agents address this gap, combining automation efficiency with human-like adaptability while maintaining compliance.
Disclosure Agents: Streamlining IFRS and GAAP Reviews
Disclosure reviews are notoriously manual, with teams cross-checking statements against IFRS, GAAP, and internal policies. Disclosure Agents automate this process by:
- Analyzing disclosure checklists against financial statements in minutes rather than days
- Applying firm-specific rules alongside global standards
- Linking every requirement to verifiable evidence for a clear audit trail
In practice, this allows annual report reviews, subsidiary compliance checks, and internal audits to run faster while freeing senior staff for strategic work.
Excel Agents: Automation Without Leaving Excel
Audit testing remains Excel-heavy, and Excel Agents preserve that environment while introducing intelligent automation. Key benefits include:
- End-to-end automation of testing workflows, including data extraction, matching, and validation
- Prompt-driven operation directly within Excel, no complex setup required
- Audit-ready outputs with full cross-references for transparency and compliance
By handling repetitive tasks, Excel Agents free auditors to focus on risk assessment, insights, and advisory work rather than copy-paste operations.
Human-in-the-Loop AI for Compliance
Microsoft EMEA highlighted the collaboration, noting that embedding AI in regulated environments can enhance efficiency without sacrificing oversight. Kevin Murphy from Grant Thornton Advisors added that DataSnipper’s focus on interpretability ensures AI supports professionals rather than replacing them.
Why It Matters
By embedding AI Agents into the tools audit and finance teams already rely on, DataSnipper is delivering agentic workflows that make compliance faster, testing smarter, and insights more actionable. The launch marks a significant step toward intelligent, human-centered automation in regulated environments.
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