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
See AI agent for Commercial Lenders in action
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See AI agent for Commercial Lenders in action
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See AI agent for Commercial Lenders in action
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Credit Analysis - Apex Manufacturing
See AI agent for Commercial Lenders in action
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Time comparison
Time comparison
Traditional way
2-4 hours per borrower
With V7 Go agents
5-10 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Financial Spreading
Extracts revenue, expenses, assets, liabilities, and cash flow data from tax returns and financial statements, then populates your standardized credit model templates automatically.
Automated Financial Spreading
Extracts revenue, expenses, assets, liabilities, and cash flow data from tax returns and financial statements, then populates your standardized credit model templates automatically.
Automated Financial Spreading
Extracts revenue, expenses, assets, liabilities, and cash flow data from tax returns and financial statements, then populates your standardized credit model templates automatically.
Automated Financial Spreading
Extracts revenue, expenses, assets, liabilities, and cash flow data from tax returns and financial statements, then populates your standardized credit model templates automatically.
Multi-Year Trend Analysis
Processes multiple years of financial statements simultaneously, calculating year-over-year growth rates, margin trends, and working capital changes to support credit risk assessment.
Multi-Year Trend Analysis
Processes multiple years of financial statements simultaneously, calculating year-over-year growth rates, margin trends, and working capital changes to support credit risk assessment.
Multi-Year Trend Analysis
Processes multiple years of financial statements simultaneously, calculating year-over-year growth rates, margin trends, and working capital changes to support credit risk assessment.
Multi-Year Trend Analysis
Processes multiple years of financial statements simultaneously, calculating year-over-year growth rates, margin trends, and working capital changes to support credit risk assessment.
Tax Return Intelligence
Reads complex tax forms including Schedule C, 1120, 1120S, and 1065, extracting business income, depreciation, and owner compensation data regardless of document quality or format.
Tax Return Intelligence
Reads complex tax forms including Schedule C, 1120, 1120S, and 1065, extracting business income, depreciation, and owner compensation data regardless of document quality or format.
Tax Return Intelligence
Reads complex tax forms including Schedule C, 1120, 1120S, and 1065, extracting business income, depreciation, and owner compensation data regardless of document quality or format.
Tax Return Intelligence
Reads complex tax forms including Schedule C, 1120, 1120S, and 1065, extracting business income, depreciation, and owner compensation data regardless of document quality or format.
Ratio Calculation Engine
Automatically calculates debt service coverage ratio, current ratio, debt-to-equity, and other key lending metrics, ensuring consistent methodology across all credit analyses.
Ratio Calculation Engine
Automatically calculates debt service coverage ratio, current ratio, debt-to-equity, and other key lending metrics, ensuring consistent methodology across all credit analyses.
Ratio Calculation Engine
Automatically calculates debt service coverage ratio, current ratio, debt-to-equity, and other key lending metrics, ensuring consistent methodology across all credit analyses.
Ratio Calculation Engine
Automatically calculates debt service coverage ratio, current ratio, debt-to-equity, and other key lending metrics, ensuring consistent methodology across all credit analyses.
Data Normalization
Standardizes financial data from different accounting methods, fiscal year ends, and statement formats into a consistent structure for accurate peer comparison and portfolio analysis.
Data Normalization
Standardizes financial data from different accounting methods, fiscal year ends, and statement formats into a consistent structure for accurate peer comparison and portfolio analysis.
Data Normalization
Standardizes financial data from different accounting methods, fiscal year ends, and statement formats into a consistent structure for accurate peer comparison and portfolio analysis.
Data Normalization
Standardizes financial data from different accounting methods, fiscal year ends, and statement formats into a consistent structure for accurate peer comparison and portfolio analysis.
Verifiable Extraction
Links every extracted figure back to its precise location in the source document with AI Citations, creating a complete audit trail for regulatory compliance and credit file documentation.
Verifiable Extraction
Links every extracted figure back to its precise location in the source document with AI Citations, creating a complete audit trail for regulatory compliance and credit file documentation.
Verifiable Extraction
Links every extracted figure back to its precise location in the source document with AI Citations, creating a complete audit trail for regulatory compliance and credit file documentation.
Verifiable Extraction
Links every extracted figure back to its precise location in the source document with AI Citations, creating a complete audit trail for regulatory compliance and credit file documentation.
Extracts financial data from any format
To populate your credit models automatically.
Get started
Get started
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
Customer voices
Customer voices
Connect AI to your credit models.
Connect AI to your credit models.
Turn borrower documents into instant credit decisions.
Turn borrower documents into instant credit decisions.
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.
Borrower financial documents come in every format imaginable. This agent handles scanned tax returns, internally prepared statements, CPA-compiled financials, and QuickBooks exports. It extracts data from low-quality scans, handwritten schedules, and multi-page consolidated statements with equal accuracy.
Input types
Scanned Documents
Handwritten Schedules
200 pages
Multi-modal
Document types
PDFs
Tax Forms
Complex Tables
Financial Schedules
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Borrower financial documents come in every format imaginable. This agent handles scanned tax returns, internally prepared statements, CPA-compiled financials, and QuickBooks exports. It extracts data from low-quality scans, handwritten schedules, and multi-page consolidated statements with equal accuracy.
Input types
Scanned Documents
Handwritten Schedules
200 pages
Multi-modal
Document types
PDFs
Tax Forms
Complex Tables
Financial Schedules
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Borrower financial documents come in every format imaginable. This agent handles scanned tax returns, internally prepared statements, CPA-compiled financials, and QuickBooks exports. It extracts data from low-quality scans, handwritten schedules, and multi-page consolidated statements with equal accuracy.
Input types
Scanned Documents
Handwritten Schedules
200 pages
Multi-modal
Document types
PDFs
Tax Forms
Complex Tables
Financial Schedules
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Credit decisions require precision. The agent uses multi-step validation to ensure every extracted figure is accurate. It cross-references related line items, validates mathematical relationships, and flags inconsistencies for review. Financial data is extracted with the accuracy required for regulatory compliance and credit committee presentation.
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.
Credit decisions require precision. The agent uses multi-step validation to ensure every extracted figure is accurate. It cross-references related line items, validates mathematical relationships, and flags inconsistencies for review. Financial data is extracted with the accuracy required for regulatory compliance and credit committee presentation.
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.
Credit decisions require precision. The agent uses multi-step validation to ensure every extracted figure is accurate. It cross-references related line items, validates mathematical relationships, and flags inconsistencies for review. Financial data is extracted with the accuracy required for regulatory compliance and credit committee presentation.
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.
Build confidence in automated spreading. Every extracted financial metric is visually linked to its exact location in the source tax return or financial statement. Your credit analysts can verify any figure instantly, creating a complete audit trail for credit files and regulatory examination.
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.
Build confidence in automated spreading. Every extracted financial metric is visually linked to its exact location in the source tax return or financial statement. Your credit analysts can verify any figure instantly, creating a complete audit trail for credit files and regulatory examination.
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.
Build confidence in automated spreading. Every extracted financial metric is visually linked to its exact location in the source tax return or financial statement. Your credit analysts can verify any figure instantly, creating a complete audit trail for credit files and regulatory examination.
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.
Borrower financial data is highly sensitive and regulated. V7 Go processes all documents within your secure banking infrastructure, meeting GLBA, SOC 2, and other financial services compliance requirements. Borrower information never leaves your control and is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Borrower financial data is highly sensitive and regulated. V7 Go processes all documents within your secure banking infrastructure, meeting GLBA, SOC 2, and other financial services compliance requirements. Borrower information never leaves your control and is never used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Borrower financial data is highly sensitive and regulated. V7 Go processes all documents within your secure banking infrastructure, meeting GLBA, SOC 2, and other financial services compliance requirements. Borrower information never leaves your control and is never used for external purposes.
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 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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
Next steps
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.
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: