Recover thousands monthly
AI agent for Benefit Administrators
Stop overpaying carriers every month
Delegate monthly carrier invoice reconciliation to a specialized AI agent. It cross-checks every line item on carrier bills against your current employee census, flags discrepancies like terminated employees or incorrect coverage tiers, and delivers a complete audit report before you approve payment.
Ideal for
HR Benefits Teams
Benefits Administrators
Total Rewards
See AI agent for Benefit Administrators in action
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See AI agent for Benefit Administrators in action
Play video
See AI agent for Benefit Administrators in action
Play video
December Carrier Invoice Review
See AI agent for Benefit Administrators in action
Play video
Time comparison
Time comparison
Traditional way
8-12 hours per month
With V7 Go agents
15-20 minutes
Average time saved
97%
Why V7 Go
Why V7 Go
Automated Census Matching
Cross-references every employee on the carrier invoice against your current HRIS census data, identifying terminated employees, new hires not yet billed, and coverage changes that should affect pricing.
Automated Census Matching
Cross-references every employee on the carrier invoice against your current HRIS census data, identifying terminated employees, new hires not yet billed, and coverage changes that should affect pricing.
Automated Census Matching
Cross-references every employee on the carrier invoice against your current HRIS census data, identifying terminated employees, new hires not yet billed, and coverage changes that should affect pricing.
Automated Census Matching
Cross-references every employee on the carrier invoice against your current HRIS census data, identifying terminated employees, new hires not yet billed, and coverage changes that should affect pricing.
Coverage Tier Validation
Verifies that each employee is billed at the correct coverage tier by comparing invoice line items to enrollment elections, catching errors like single employees charged for family coverage.
Coverage Tier Validation
Verifies that each employee is billed at the correct coverage tier by comparing invoice line items to enrollment elections, catching errors like single employees charged for family coverage.
Coverage Tier Validation
Verifies that each employee is billed at the correct coverage tier by comparing invoice line items to enrollment elections, catching errors like single employees charged for family coverage.
Coverage Tier Validation
Verifies that each employee is billed at the correct coverage tier by comparing invoice line items to enrollment elections, catching errors like single employees charged for family coverage.
Multi-Carrier Reconciliation
Processes invoices from multiple carriers simultaneously, normalizing different billing formats and creating a unified view of all discrepancies across your entire benefits portfolio.
Multi-Carrier Reconciliation
Processes invoices from multiple carriers simultaneously, normalizing different billing formats and creating a unified view of all discrepancies across your entire benefits portfolio.
Multi-Carrier Reconciliation
Processes invoices from multiple carriers simultaneously, normalizing different billing formats and creating a unified view of all discrepancies across your entire benefits portfolio.
Multi-Carrier Reconciliation
Processes invoices from multiple carriers simultaneously, normalizing different billing formats and creating a unified view of all discrepancies across your entire benefits portfolio.
Termination Date Verification
Identifies employees who terminated before the billing period but are still being charged, calculating the exact overpayment amount and providing documentation for carrier disputes.
Termination Date Verification
Identifies employees who terminated before the billing period but are still being charged, calculating the exact overpayment amount and providing documentation for carrier disputes.
Termination Date Verification
Identifies employees who terminated before the billing period but are still being charged, calculating the exact overpayment amount and providing documentation for carrier disputes.
Termination Date Verification
Identifies employees who terminated before the billing period but are still being charged, calculating the exact overpayment amount and providing documentation for carrier disputes.
Rate Change Detection
Flags unexpected rate changes by comparing current invoice rates to historical billing data, alerting you to carrier rate increases that were not communicated or approved.
Rate Change Detection
Flags unexpected rate changes by comparing current invoice rates to historical billing data, alerting you to carrier rate increases that were not communicated or approved.
Rate Change Detection
Flags unexpected rate changes by comparing current invoice rates to historical billing data, alerting you to carrier rate increases that were not communicated or approved.
Rate Change Detection
Flags unexpected rate changes by comparing current invoice rates to historical billing data, alerting you to carrier rate increases that were not communicated or approved.
Audit Trail Documentation
Creates a complete audit trail with AI Citations linking every discrepancy to the specific line item on the invoice and the corresponding employee record, making carrier disputes straightforward.
Audit Trail Documentation
Creates a complete audit trail with AI Citations linking every discrepancy to the specific line item on the invoice and the corresponding employee record, making carrier disputes straightforward.
Audit Trail Documentation
Creates a complete audit trail with AI Citations linking every discrepancy to the specific line item on the invoice and the corresponding employee record, making carrier disputes straightforward.
Audit Trail Documentation
Creates a complete audit trail with AI Citations linking every discrepancy to the specific line item on the invoice and the corresponding employee record, making carrier disputes straightforward.
Reconciles any carrier invoice format
Against your current employee census data.
Get started
Get started
Import your files
Workday
,
Microsoft Excel
,
Google Sheets
Import your files from whereever they are currently stored
All types of Insurance documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your HRIS system.
Connect AI to your HRIS system.
Turn monthly invoice chaos into automated accuracy.
Turn monthly invoice chaos into automated accuracy.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Carrier invoices arrive in every format imaginable. This agent handles them all, from detailed PDF statements with complex tables to simple Excel spreadsheets, extracting every line item regardless of layout or structure.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
CSV Files
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Carrier invoices arrive in every format imaginable. This agent handles them all, from detailed PDF statements with complex tables to simple Excel spreadsheets, extracting every line item regardless of layout or structure.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
CSV Files
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Carrier invoices arrive in every format imaginable. This agent handles them all, from detailed PDF statements with complex tables to simple Excel spreadsheets, extracting every line item regardless of layout or structure.
Input types
50+ languages
Variable Formats
200 pages
Multi-modal
Document types
PDFs
Spreadsheets
Complex Tables
CSV Files
Email Attachments
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Benefits reconciliation demands precision. The agent uses multi-step validation to ensure every employee match is correct, every rate is verified, and every discrepancy is real, eliminating false positives that waste your time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Benefits reconciliation demands precision. The agent uses multi-step validation to ensure every employee match is correct, every rate is verified, and every discrepancy is real, eliminating false positives that waste your time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Benefits reconciliation demands precision. The agent uses multi-step validation to ensure every employee match is correct, every rate is verified, and every discrepancy is real, eliminating false positives that waste your time.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Challenge carriers with confidence. Every discrepancy identified by the agent is visually linked to the specific invoice line item and the corresponding employee census record, providing irrefutable documentation for disputes.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Challenge carriers with confidence. Every discrepancy identified by the agent is visually linked to the specific invoice line item and the corresponding employee census record, providing irrefutable documentation for disputes.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Challenge carriers with confidence. Every discrepancy identified by the agent is visually linked to the specific invoice line item and the corresponding employee census record, providing irrefutable documentation for disputes.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Employee census data is among your most sensitive information. V7 Go processes all reconciliation within your secure environment, ensuring PII remains protected and compliant with data privacy regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Employee census data is among your most sensitive information. V7 Go processes all reconciliation within your secure environment, ensuring PII remains protected and compliant with data privacy regulations.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Employee census data is among your most sensitive information. V7 Go processes all reconciliation within your secure environment, ensuring PII remains protected and compliant with data privacy regulations.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI agent for Benefit Administrators
How does the agent access our employee census data?
The agent integrates directly with your HRIS system or processes census files you provide. It can work with data from Workday, ADP, BambooHR, or any system that exports employee data, automatically mapping fields to match against carrier invoices.
+
How does the agent access our employee census data?
The agent integrates directly with your HRIS system or processes census files you provide. It can work with data from Workday, ADP, BambooHR, or any system that exports employee data, automatically mapping fields to match against carrier invoices.
+
How does the agent access our employee census data?
The agent integrates directly with your HRIS system or processes census files you provide. It can work with data from Workday, ADP, BambooHR, or any system that exports employee data, automatically mapping fields to match against carrier invoices.
+
What types of billing errors does it catch?
The agent identifies terminated employees still being billed, incorrect coverage tiers, duplicate charges, missing new hire enrollments, rate discrepancies, dependent eligibility issues, and any mismatch between the invoice and your actual employee population.
+
What types of billing errors does it catch?
The agent identifies terminated employees still being billed, incorrect coverage tiers, duplicate charges, missing new hire enrollments, rate discrepancies, dependent eligibility issues, and any mismatch between the invoice and your actual employee population.
+
What types of billing errors does it catch?
The agent identifies terminated employees still being billed, incorrect coverage tiers, duplicate charges, missing new hire enrollments, rate discrepancies, dependent eligibility issues, and any mismatch between the invoice and your actual employee population.
+
Can it handle different carrier invoice formats?
Yes. The agent is designed to process invoices from any carrier regardless of format, whether they arrive as PDFs, Excel spreadsheets, or CSV files. It normalizes the data into a standard structure for consistent reconciliation.
+
Can it handle different carrier invoice formats?
Yes. The agent is designed to process invoices from any carrier regardless of format, whether they arrive as PDFs, Excel spreadsheets, or CSV files. It normalizes the data into a standard structure for consistent reconciliation.
+
Can it handle different carrier invoice formats?
Yes. The agent is designed to process invoices from any carrier regardless of format, whether they arrive as PDFs, Excel spreadsheets, or CSV files. It normalizes the data into a standard structure for consistent reconciliation.
+
How quickly can we start using this?
Implementation typically takes one billing cycle. We configure the agent to understand your specific carrier formats and HRIS data structure, then run a test reconciliation on your previous month's invoices to validate accuracy before going live.
+
How quickly can we start using this?
Implementation typically takes one billing cycle. We configure the agent to understand your specific carrier formats and HRIS data structure, then run a test reconciliation on your previous month's invoices to validate accuracy before going live.
+
How quickly can we start using this?
Implementation typically takes one billing cycle. We configure the agent to understand your specific carrier formats and HRIS data structure, then run a test reconciliation on your previous month's invoices to validate accuracy before going live.
+
What is the output format?
The agent delivers a structured reconciliation report in Excel or CSV format, with separate tabs for each carrier showing all discrepancies, calculated overpayment amounts, and supporting documentation. Every finding is linked to the source invoice and census record.
+
What is the output format?
The agent delivers a structured reconciliation report in Excel or CSV format, with separate tabs for each carrier showing all discrepancies, calculated overpayment amounts, and supporting documentation. Every finding is linked to the source invoice and census record.
+
What is the output format?
The agent delivers a structured reconciliation report in Excel or CSV format, with separate tabs for each carrier showing all discrepancies, calculated overpayment amounts, and supporting documentation. Every finding is linked to the source invoice and census record.
+
Is our employee data kept secure?
Absolutely. V7 Go is built with enterprise-grade security for sensitive HR data. The platform processes all information within your secure environment and adheres to strict data privacy standards. Your employee data is never used for external purposes.
+
Is our employee data kept secure?
Absolutely. V7 Go is built with enterprise-grade security for sensitive HR data. The platform processes all information within your secure environment and adheres to strict data privacy standards. Your employee data is never used for external purposes.
+
Is our employee data kept secure?
Absolutely. V7 Go is built with enterprise-grade security for sensitive HR data. The platform processes all information within your secure environment and adheres to strict data privacy standards. Your employee data is never used for external purposes.
+
Next steps
Next steps
How much are you overpaying carriers each month?
Send us your last carrier invoice and employee census file. We'll run a complete reconciliation and show you exactly what you're missing.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: