90% faster spreading
AI agent for Commercial Lenders
From manual spreading to instant credit models
Delegate financial spreading to a specialized AI agent. It reads tax returns, profit and loss statements, and balance sheets, then populates your credit decision models with verified data. Your credit analysts can focus on risk assessment and relationship management instead of data entry.

Ideal for
Commercial Banks
Credit Unions
Business Lenders
Time comparison
Traditional way
2-4 hours per borrower
With V7 Go agents
5-10 minutes
Average time saved
90%
Why V7 Go
Extracts financial data from any format
To populate your credit models automatically.


Import your files
Salesforce
,
Microsoft Excel
,
Microsoft Sharepoint Online
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your credit models.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Answers
What you need to know about our
AI agent for Commercial Lenders
How does it handle different tax form types?
The agent is trained to recognize and extract data from all common business tax forms, including Schedule C for sole proprietors, Form 1120 for C-corps, 1120S for S-corps, and 1065 for partnerships. It adapts to different form versions and handles both current and prior year formats.
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What if the financial statements are scanned or low quality?
The agent uses advanced OCR technology designed for financial documents. It can process scanned tax returns, faxed statements, and even handwritten schedules. For low-confidence extractions, it flags the data point for human verification while still completing the rest of the spreading.
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Can it integrate with our existing loan origination system?
Yes. The agent outputs data in formats compatible with major loan origination systems and credit decisioning platforms. We can configure the output schema to match your specific system requirements, whether that's direct API integration or structured file export.
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How accurate is the financial data extraction?
The agent achieves 99% accuracy on key financial metrics through multi-step validation workflows. Every extracted number is cross-referenced against related fields for mathematical consistency, and all results are visually linked to source documents for verification.
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Does it handle non-standard financial statements?
Yes. The agent processes financial statements from any accounting software or format, including QuickBooks exports, internally prepared statements, and CPA-compiled financials. It recognizes standard line items even when labeled differently across various statement formats.
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What about borrower-specific adjustments?
The agent can be configured to apply your institution's standard normalization adjustments, such as adding back owner compensation, depreciation, or one-time expenses. You can also define custom adjustment rules based on your credit policy.
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Next steps
Still manually spreading borrower financials?
Send us sample tax returns and P&L statements from a recent loan application. We'll show you how the agent can spread them into your credit model in minutes.













