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How to log into Financial Statement Suite with User Management

Learn how to log into Financial Statement Suite with Magic Auth or SSO once your organization has enabled user-level licensing.

Learn how to log into Financial Statement Suite (FSS) once your organization has enabled user-level licensing, for a streamlined sign-in experience.

About Financial Statement Suite

Financial Statement Suite (FSS) is a separate paid DataSnipper add-on module. It automatically analyzes your financial statements and helps you perform and document financial statement procedures quickly, while relying on your professional judgement to improve standardization and the overall quality of your procedures.

About User Management

The User Management system gives you control and visibility over employee access to DataSnipper. It addresses over-deployment, user management, visibility and accountability, and user provisioning, helping you achieve a streamlined, empowered user management experience.

Prerequisites

  • DataSnipper v6.1 or later

  • User-level licensing method enabled

  • Financial Statement Suite add-on module

Magic Auth login

Magic Auth login is a passwordless method that lets you sign in with a unique, six-digit, one-time code sent to your email inbox.

Step-by-step guide

  1. Open Excel with the DataSnipper add-in installed.

  2. Sign into DataSnipper first. See How to log into DataSnipper with User Management for steps.

  3. Go to your Financial Statement Suite Homepage.

  4. Click Sign in.

  5. Provide your email address and click Continue.

  6. Check your email inbox for your one-time six-digit code.

  7. Copy and paste the six-digit code into the pop-up in FSS.

  8. You are now signed into FSS.

Financial Statement Suite Homepage with the Sign in button

Entering an email address to sign into Financial Statement Suite

One-time six-digit Magic Auth code received by email

Entering the six-digit Magic Auth code in Financial Statement Suite

SSO login

With Single Sign-On (SSO), you can log into DataSnipper by authenticating through your organization's identity provider (IdP).

To log in with SSO, your organization's Implementation Manager or Admin must complete the SSO setup first. Learn more in How to set up SSO with User Management.

Step-by-step guide

  1. Open Excel with the DataSnipper add-in installed.

  2. Sign into DataSnipper first. See How to log into DataSnipper with User Management for steps.

  3. Go to your Financial Statement Suite Homepage.

  4. Click Sign in.

  5. Provide your email address and click Continue.

  6. A pop-up window from your organization's identity provider appears. Select your account and authenticate.

  7. You are now signed into FSS.

Financial Statement Suite Homepage with the Sign in button

Entering an email address to sign into Financial Statement Suite with SSO
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