Datasnipper

Use cases for Internal Audit

Validate the key attributes of a capital expenditure transaction in DataSnipper: supporting proposal details, authorization by required personnel, and reconciliation of ledger entries to supporting documents.

How to perform Capital Expenditure Authorization with DataSnipper

How to use DataSnipper Snips to test three SOX debt covenant compliance attributes: Other Debts, Financial Information Certification, and Profitability.

How to streamline SOX controls for Debt Covenant Compliance

Learn how to perform a user access provisioning review using DataSnipper's Form Extraction to test IT access controls.

How to perform a User Access Provisioning Review

SOX Controls

How to use Form Extraction and Snips to create standardized IT controls testing procedures in DataSnipper, using User Account Deprovisioning as an example.

How to standardize your IT Controls Testing with DataSnipper

How to use Form Extraction and Document Matching to automate tests of operating effectiveness, using a Derivative Trade Processing Cycle control as an example.

How to automate your Test of Operating Effectiveness of Controls

Use manual Snips and Search and Snip in DataSnipper to evaluate the design and implementation of controls, documenting each attribute and validating approvals.

How to evaluate the Design and Implementation of Controls

Controls

Automate sample testing for an operational audit in DataSnipper using Document Matching, then inspect judgemental aspects with Validation and Exception Snips.

How to automate your Operational Audit procedures using DataSnipper

Operational Audits

How to use Version Comparison in DataSnipper to compare two drafts of an internal audit findings report side by side, highlight changes, and export a summary.

How to compare drafts of Internal Audit Findings Reports

Review and Reporting

Create a custom design with text, images, and links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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