DataSnipper

Import the AP ledger into Excel.

Upload all invoice PDFs to DataSnipper.

Use Document Matching to link invoice numbers and amounts.

Review exceptions flagged by the system.

Click Snips to verify high-value items.

Import bank statement PDFs.

Use Table Snip to extract transaction rows.

Run a VLOOKUP or Document Match against the GL.

Identify missing entries or timing differences.

Generate a reconciliation report with source links.

Upload batch receipts.

Use Form Extraction to pull Date, Amount, and Vendor.

Compare extracted data to the employee's claim spreadsheet.

Flag non-compliant or duplicate receipts.

Finalize approval with Snips for evidence.

List fixed assets in Excel.

Import purchase deeds and POs.

Use Search to find asset IDs across documents.

Apply Snips to the 'Location' and 'Cost' cells.

Export the workbook for the asset audit file.

Import the tax return summary.

Upload source sales invoices.

Use Table Snip to capture tax totals.

Calculate variances automatically in Excel.

Document the findings with hyperlinked evidence.

Import passports and utility bills.

Use Form Extraction for Name, Address, and Expiry Date.

Cross-reference with the KYC database in Excel.

Record the verification status.

Maintain the Snips for regulatory proof.

Import the current and prior year Financial Statements.

Use the Financial Statement Suite to run a consistency check.

Identify discrepancies in opening balances.

Tick and tie numbers with a single click.

Auto-generate a casting report.