Software vendor
DataSnipper
DataSnipper sells audit and finance automation in Excel and Alwin, a cloud platform where AI agents run audit procedures for human review and sign-off.
Function
- Ownership
- Not stated
Not stated in the sources read.
- Headquarters
- Not stated
- SEC reporting
- NoSourceSEC EDGAR company-name searches: DataSnipper, Caseware, MindBridge, Chargebee, Sovos
- Audit firm
- No
- Subprocessor list
- SourceDataSnipper Data Processing Agreement, Version 2026-08-27 (PDF) and DPA versions page
Offering · Software
DataSnipper platform (Excel automation, AI agents and Alwin)
DataSnipper describes Alwin as an agentic automation platform where agents run end-to-end audit and finance procedures while the team reviews and signs off, with every step traceable. SourceMeet Alwin: The Agentic Automation Platform
It offers an Agent Builder, a library of 50 customizable prebuilt agents and Excel Agents that produce workpapers traced to source documents, and says organizations control who builds, runs and approves agents. SourceMeet Alwin: The Agentic Automation Platform
DataSnipper says customer data is not used to train LLMs and can be stored in the EU, the US or Australia. SourceDataSnipper AI (product page and FAQ)
Where it fits
CoE analysis Built for external and internal audit procedures and for finance teams that evidence controls, reconciliations and disclosures in Excel workpapers.
CoE analysis Agent output becomes audit or control evidence, so who may build, change and approve agents matters as much as the output itself.
What it does
- Offering type
- SoftwareSourceMeet Alwin: The Agentic Automation Platform
- Workflow areas
- SourceMeet Alwin: The Agentic Automation Platform
- Audit and internal audit
- SOX and controls
- Reporting and disclosure
- Finance data and analytics
- Customer size
- Not stated
AI
- Kind of AI
- SourceMeet Alwin: The Agentic Automation Platform
- Agents and automated actions
- Built into the platform
- Suggests or acts
- Suggests and actsSourceMeet Alwin: The Agentic Automation Platform
- Availability
- Not stated
AI features are packaged by plan (Accelerate, Elevate); several Elevate features are marked new on the feature table; no general availability or preview labels.
- Models named
- Not stated
Control
- Who controls it
- Not stated
DataSnipper says organizations control who builds, runs and approves agents; the customer roles are not named.
Commercial
- Pricing model
- Quote onlySourcesDataSnipper pricing (Start, Accelerate, Elevate)DataSnipper AI (product page and FAQ)
- Public price
- Not stated
Evidence
- Independent outcomes
- None found in the sources read.
- Sources read
- Vendor-stated 7
- Independent market evidence None read
- Independently verified outcomes None read
- Pricing 2
- Known limitations None read
- Coverage
- Directory record
- Last verified
Security and control
- Single sign-on
- Not covered in this record
- User provisioning
- Not covered in this record
- Role-based access
- Not covered in this record
- Administrator controls for AI
- Not covered in this record
- Audit logs
- Not covered in this record
- Certifications
- Not covered in this record
- Data retention
- Not covered in this record
- Data residency
- Not covered in this record
- Training on customer data
- Not covered in this record
AI features
As the vendor or firm describes them. Notes in small print record what the sources leave open.
Alwin
Agents run end-to-end procedures in the cloud, in parallel, across more than 500 documents per task; planning mode agrees scope with the user first, and reviewer notes go onto cells for the agent to rework, with the review recorded in the file.
- Kind
- Agents and automated actions
- Suggests or acts
- Suggests and acts
- Who controls it
- Not stated
- Availability
- Not stated
Control: Organizations control who builds, runs and approves agents.
SourcesMeet Alwin: The Agentic Automation PlatformDataSnipper pricing (Start, Accelerate, Elevate)Excel Agents
AI agents inside Excel files and supporting documents that produce a finished workpaper with snips tracing results to source.
- Kind
- Agents and automated actions, Built into the platform
- Suggests or acts
- Suggests and acts
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourcesMeet Alwin: The Agentic Automation PlatformDataSnipper pricing (Start, Accelerate, Elevate)Agent Builder and Agent Library
Build custom agents from a team's own workflows, or start from 50 customizable prebuilt agents in a versioned, governed library.
- Kind
- Agents and automated actions
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Organizations control who builds, runs and approves agents.
SourcesMeet Alwin: The Agentic Automation PlatformDataSnipper pricing (Start, Accelerate, Elevate)Disclosure Agents, DocuMine and AI Extractions
Listed as AI features in the Accelerate plan; not described further in the sources read.
- Kind
- Built into the platform
- Suggests or acts
- Not stated
- Who controls it
- Not stated
- Availability
- Not stated
Control: Not stated in the sources read.
SourceDataSnipper pricing (Start, Accelerate, Elevate)
Questions to ask
For this offering
- Which roles in our organization can build, change, run and approve agents, and is every agent version and run logged with the reviewer's sign-off?
- Which AI model providers process our client or company documents, in which region, and will you share the subprocessor list before contract?
- How is AI consumption metered, what are the limits in our plan, and what happens to running procedures when a limit is reached?
- Can an agent's result be re-performed or traced to the exact source location by another reviewer, and is the output deterministic?
- Does the SOC 2 report cover Alwin and the agent features?
From the diligence question set
- DQ-07 Who can change each feature's configuration, prompts, thresholds, data connections or model: your company, our administrators or individual users? Can we restrict and log those changes?
- DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
- DQ-15 Can a reviewer see the sources behind each output, and can someone else re-perform or trace it?
- DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
- DQ-19 How are the AI features priced: included in the subscription, sold as an add-on or higher tier, or metered by use? What is the billing unit?
- DQ-20 What happens when use exceeds the included amount: overage charges, throttling, or a feature that stops partway through a critical process?