With Disclosure Agents, finance teams transform manual disclosure checklist reviews into guided, smarter workflows, making sure requirements are met, evidence is captured, and annual reports are ready for review.
About Financial Statement Suite
Financial Statement Suite (FSS) is a separate paid DataSnipper Add-on module. FSS automatically analyzes your financial statements and helps to both perform and document all financial statement procedures extremely fast, while relying on your professional judgement, improving standardization and the overall quality of procedures.
About Disclosure Agents
Disclosure Agents is DataSnipper's Agentic solution within Financial Statement Suite that transforms financial statement compliance from a tedious manual process into an efficient, Agentic workflow. It automatically reviews your uploaded disclosure checklist, helps you tailor it to your financial statements, and links each requirement to transparent, verifiable evidence. By combining AI suggestions with human oversight, Disclosure Agents enables preparers and auditors to save hours, reduce errors, and maintain a crystal-clear audit trail.
Prerequisites
DataSnipper v25.1 or later
Financial Statement Suite Add-on Module
FSS Elevate package
Video tutorial
What the video covers
The video walks through launching Financial Statement Suite from DataSnipper in Excel, creating a new project and uploading documents, and opening the disclosure checklist (DC) section. It then shows how to upload a checklist template, start processing, and run the Disclosure Agent, before reviewing the AI suggestions in Focus Mode where responses can be accepted, rejected, or tailored. It finishes by demonstrating how to filter questions and export the completed disclosure checklist as an audit trail.
Step-by-step guide
Begin by clicking the Financial Statement Suite button in the top right-hand corner of the DataSnipper tab within Excel.
Alternatively, you can launch FSS directly from your desktop by creating a shortcut or pinning it to your taskbar for easy access.
After Financial Statement Suite opens in a new window, click New Project, upload your documents, name the project, and click Start Project to proceed.
Once the project is created, a DC section will appear in the left panel, allowing you to carry out the disclosure checklist review.
Create and upload a checklist template. You can download a sample template from the DC section for reference.
Preview the checklist questions and click on Start Processing.
Click Confirm to start the analysis. Wait for the analysis to complete and click Start Reviewing to continue. While the Disclosure Agent is running, users can move on to another procedure or even close FSS and come back later when it is done.
Click Start Answering to begin reviewing the responses.
Start reviewing the responses within the Focus Mode. Each response is linked to the cross-reference section, and you can Accept or Reject the AI suggestions based on your professional judgement. You can also tailor the responses as needed.
The responses are now updated within the Disclosure Checklist overview.
Key icons:
AI Answer found
AI Answer approved
Questions can be filtered by Tailored, Nos, N/As, Unanswered, or All.
Tailoring questions are designed to trigger follow-up questions based on your response.
To export disclosures, click the Export icon in the bottom-left corner and choose the options that fit your needs.
The PDF export contains all responses and the corresponding page numbers. It can be used as an audit trail for the performed disclosure checklist review.
