Capturing evidence from webpages is becoming increasingly common among audit and finance teams. However, relying on web screenshots for evidence can introduce inconsistencies in data capture, impacting credibility, especially when the URL of the captured evidence is missing or when the timestamp of the screenshot is unknown. Given that online-captured evidence is often unreliable and requires multiple manual steps, how can we ensure that audit and finance procedures maintain the highest standards while keeping up with industry changes in a world of Intelligent Automation?
Read on to discover how DataSnipper provides a solution, making your work faster and more reliable, with one of our newest features, WebSnip Extension.
In case you are new here and don't know what DataSnipper is:
DataSnipper is an intelligent automation platform that automatically extracts, cross-references, and validates source documents for any audit and finance procedure. Loved by more than 500,000 audit and finance professionals across the globe, DataSnipper streamlines your work processes, embraces the way you like to work, and helps you meet your deadlines faster.
Meet WebSnip Extension
With WebSnip, we are bringing the power of Snips directly to your browser (Chrome or Edge)! Say goodbye to unreliable online-captured evidence. With WebSnip, you can leverage the Snipping toolbar to extract and validate data directly from webpages into Excel Desktop.
Once you enable the WebSnip Extension, you can start using all your favorite Snipping features - Text Snip, Validation Snip, Exception Snip, Sum Snip, and Table Snip - to capture data from any webpage instantly.
Your Snips are exported alongside a screenshot of the webpage, timestamp, and corresponding URL directly to your Excel Desktop. The extracted data and source evidence are now cross-referenced in your Excel workbook on your desktop. This allows you to keep track of when and where you exported your source data from, increasing the traceability and reliability of your data. When you export your documents and share them with other team members, they will be able to view the cross-referenced data, which ultimately facilitates collaboration and review processes.
Let’s break it down for you. Do you want to export data from your client’s portal and use it in your data reconciliation? With WebSnip, you can do this in just a few steps—without any third-party apps—while avoiding the back-and-forth between your client’s portal and your Excel data. Simply go to your client’s portal, Snip the relevant data with WebSnip, and watch as it is directly imported into your workbook, complete with screenshots, URLs, and timestamps!
Export your WebSnips into Multiple Workbooks
With WebSnip Extension, using the Sync-Off toggle, you have the option to make multiple Snips before sending them directly to a workbook. This allows you to just Snip the evidence and select the target workbook/s later. This added flexibility streamlines your workflow, allowing you to focus on gathering information without interruptions.
Set Up Keyboard Shortcuts for Quick Access
You can also set up your own WebSnip keyboard shortcuts for even faster online data capturing. Simply configure your keyboard shortcuts by managing your browser extensions. Find your WebSnip Extension and choose the shortcuts you’d like to implement. Fast and simple!
Boost Credibility in an Instant
By eliminating manual steps and third-party apps, you can now quickly import data, reduce the chance of human error, and create consistency in data capturing and documentation from web pages.
Book a Demo
Would you like to see WebSnip in action? Book a demo today, and our sales team will gladly walk you through this exciting new feature!
Explore Further
For more information on the DataSnipper platform and its features, we highly recommend visiting our Knowledge Base for helpful articles and videos.
Happy Snipping!
