Excel-Based Audit and Finance Automation for Modern Professionals
Extract data from PDFs, financial statements, and invoices directly into Excel. Maintain source references and improve audit trail transparency while working in your familiar spreadsheet environment. Designed for audit firms, accounting professionals, and finance teams.
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Five ways to snip data into Excel
SnipCell gives you targeted tools for every type of data extraction. Pick the right snip for the job and keep source references intact.
Text Snip
Extract text from PDFs, invoices, and documents directly into Excel cells. Capture paragraphs, labels, or single values while keeping links to the original source.
Built for Excel-centric audit and finance workflows
SnipCell gives auditors, accountants, and finance professionals the tools they need to work more efficiently with Excel and source documents
Direct Excel Integration
SnipCell integrates directly into Microsoft Excel, allowing you to work in your familiar spreadsheet environment without switching tools or changing established processes.
Document Data Extraction
Extract numerical and textual data from PDFs, financial statements, invoices, and reports, then place it directly into Excel cells in a structured way.
Source References
Maintain clear traceability by linking extracted data back to original source documents, supporting internal reviews and audit documentation.
Reduced Manual Errors
By reducing manual copy-paste actions and improving visibility between data and documentation, SnipCell supports a more structured review process and clearer audit trails.
Join our prelaunch waitlist and transform your audit and finance workflows
- Priority access before public release
- Exclusive onboarding session with our product team
- Be first to use new automations (no more manual copy/paste)
- No commitment, join the waitlist, opt out anytime
Frequently Asked Questions
Have questions? We're here to help.
What file formats does SnipCell support for data extraction?
SnipCell supports PDF, Word (DOC, DOCX), and image formats (JPEG, PNG, BMP, TIFF, GIF). These cover the audit documents you typically work with, such as financial statements, invoices, reports, and scanned pages. Extracted data can be placed directly into Excel cells with references to the original source documents.
Does SnipCell require me to change my existing Excel workflows?
No, SnipCell is designed specifically for Excel-centric audit workflows. It integrates directly into Microsoft Excel, allowing you to continue working in familiar spreadsheets without switching tools or changing established processes.
How does SnipCell maintain source references between documents and Excel?
SnipCell links extracted values back to their original source documents. This linkage helps maintain transparency between source documents and Excel data, supports internal reviews and audit documentation, and reduces the need to manually search for original evidence.
Who is SnipCell for?
SnipCell is for anyone who works with documents in Excel. Whether you’re an individual managing receipts, tax documents, or personal finances, or part of an audit firm, accounting team, or finance department, SnipCell helps you move data into spreadsheets with clear source references. It scales from a few files to large volumes.
Does SnipCell replace professional judgment or audit standards?
No, SnipCell is designed to assist auditors by reducing manual copy-paste actions and making source references easily accessible. It supports a more structured review process and clearer audit trails, but does not replace professional judgment or audit standards.
How does SnipCell protect my data?
SnipCell is committed to maintaining the security and confidentiality of your data. Any information you store within the app is used solely to deliver the requested functionality. We do not use your data to train AI models or for any other secondary purposes. Your content remains private and protected at all times.
A plan for every need
Our plans are designed to meet the requirements of both beginners and players. Get the right plan that suits you.
Pricing will be finalized closer to availability
Professional
Expected launch pricing - early access users receive discounted rates
Includes:
- Direct Excel integration
- Text, sum, table, validation and exception snip
- PDF data extraction
- Document data extraction
- Standard support
Teams
For audit firms and finance teams
Everything in Professional, plus:
- Commenting feature
- Team onboarding
- Priority support
- Early access to collaboration features
Enterprise
For larger firms or advanced needs
Includes:
- Volume licensing
- Dedicated onboarding
- Priority feature requests
- Direct support