DataSnipper lives inside Microsoft Excel. You import PDFs, scans, and images, run OCR, then snip figures from the document into the workbook with a link back to the source page. Form extraction, document matching, version comparison, and Find All Sums cover the sample-testing work that usually means flipping between a PDF and a spreadsheet.

Pricing is quote-only, sold per user. Start includes document import, OCR, snips, form extraction, document matching, version comparison, Find All Sums, comments, and SSO. Accelerate adds Excel Agents, an agent builder, DocuMine (ask questions of a document set), AI extractions, and connectors for SharePoint, OneDrive, Xero, QuickBooks, and SAP Concur. Elevate adds company templates, directory sync, guest access, retention policies, advanced export, and premium support. Financial Statement Suite (statement procedures and tickmarks) and UpLink (client PBC requests without a client login) are separate add-ons.

This is for external audit, internal audit, tax, and financial control teams that already work in Excel. It is not a general ledger, not a receipt app for a 10-person company, and not something you can buy from a self-serve pricing page. If you need DIY bookkeeping, look at Kick or QuickBooks. If your team already tests samples in workpapers, DataSnipper keeps the evidence attached.

Click a figure in a PDF and drop it into Excel with a cross-reference back to the page, so reviewers can open the evidence from the cell.

Snip to source

Pull repeating fields from invoices, bank statements, or confirmations, and match workbook rows to supporting documents.

Form extraction and document matching

Check that totals add and compare two versions of a statement or workpaper without a manual tick-and-tie.

Find All Sums and version compare

Run end-to-end tests (revenue samples, royalty calcs, tests of details) with an agent; your team reviews the output instead of building the sample from scratch.

Excel Agents (Accelerate+)

Ask a question across a pile of uploaded documents and get answers with citations, useful when the support file is 80 pages and you need one clause.

DocuMine

Add-ons: request PBC files from clients without a login, and run statement procedures with firm-wide tickmarks.

UpLink and Financial Statement Suite

DataSnipper

Start

Accelerate

Elevate

Bank Rec™ is a bank reconciliation software designed for those migrating from Excel and legacy reconciliation processes. It includes features such as high-speed matching and a Reconciliation Wizard to streamline the reconciliation process. Users can also generate reconciliation reports and utilize custom matching rules in both Corporate and Advanced Editions.

Quickly reconcile bank accounts with high-speed matching capabilities.

High-Speed Matching

Guides users through the reconciliation process for ease of use.

Reconciliation Wizard

Allows users to set custom rules for matching transactions.

Custom Matching Rules

Generate detailed reports for reconciled accounts.

Reconciliation Reports

Designed for users transitioning from Excel and legacy systems.

Migration Support

Bank Rec

Vena is an Excel-native platform designed for financial planning and analysis (FP&A) that integrates AI to enhance business and financial context. It streamlines processes such as budgeting, forecasting, and reporting, enabling organizations to achieve faster planning cycles and improved accuracy. Vena's features include collaborative planning, real-time reporting, and seamless integration with Microsoft 365 applications.

Vena Copilot turns everyday finance questions into FP&A insights, enabling analysis and collaboration without disrupting workflows.

AI-Powered Insights

Centralized templates and co-authoring features enhance collaboration and eliminate version control issues.

Collaborative Planning

Deliver accurate financial and management reports quickly, sharing strategic insights across the organization.

Real-Time Reporting

Facilitates the financial close process, including consolidations and account reconciliations, with speed and accuracy.

Streamlined Financial Close

Allows users to model unlimited 'what-if' scenarios and make adjustments easily within Excel.

Flexible Modeling

Vena

Professional

Complete

Harvest helps professional teams track time, bill clients, optimize team time, and measure performance with confidence. It offers features like time tracking, invoicing, expense management, and team management, all in one platform. Over 70,000 companies use Harvest to turn tracked hours into paid invoices.

Log hours your way, on any device with one-click timers, weekly and daily timesheets.

Time Tracking

Create polished invoices from tracked time and expenses, with online payment options.

Bookkeeping and accounting software

DataSnipper

Bank Rec

Vena

Harvest