90% faster consolidation
AI agent for FP&A Managers
From weeks of consolidation to hours
Delegate budget consolidation to a specialized AI agent. It reads departmental submissions in any format, normalizes line items, validates assumptions against historical data, and generates a complete master forecast with full audit trails, freeing your team to focus on strategic planning.
Ideal for
FP&A Teams
Finance Directors
Budget Managers
See AI agent for FP&A Managers in action
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See AI agent for FP&A Managers in action
Play video
See AI agent for FP&A Managers in action
Play video
Q4 Budget Consolidation
See AI agent for FP&A Managers in action
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Time comparison
Time comparison
Traditional way
2-3 weeks
With V7 Go agents
3-4 hours
Average time saved
90%
Why V7 Go
Why V7 Go
Multi-Format Data Extraction
Reads budget submissions in any format—Excel workbooks with complex formulas, PDF exports, Google Sheets, or scanned documents—and extracts line items, assumptions, and supporting data automatically.
Multi-Format Data Extraction
Reads budget submissions in any format—Excel workbooks with complex formulas, PDF exports, Google Sheets, or scanned documents—and extracts line items, assumptions, and supporting data automatically.
Multi-Format Data Extraction
Reads budget submissions in any format—Excel workbooks with complex formulas, PDF exports, Google Sheets, or scanned documents—and extracts line items, assumptions, and supporting data automatically.
Multi-Format Data Extraction
Reads budget submissions in any format—Excel workbooks with complex formulas, PDF exports, Google Sheets, or scanned documents—and extracts line items, assumptions, and supporting data automatically.
Intelligent Line Item Mapping
Normalizes inconsistent department naming conventions and maps all line items to your standard chart of accounts, ensuring apples-to-apples comparisons across the organization.
Intelligent Line Item Mapping
Normalizes inconsistent department naming conventions and maps all line items to your standard chart of accounts, ensuring apples-to-apples comparisons across the organization.
Intelligent Line Item Mapping
Normalizes inconsistent department naming conventions and maps all line items to your standard chart of accounts, ensuring apples-to-apples comparisons across the organization.
Intelligent Line Item Mapping
Normalizes inconsistent department naming conventions and maps all line items to your standard chart of accounts, ensuring apples-to-apples comparisons across the organization.
Assumption Validation
Cross-references departmental assumptions against historical actuals, industry benchmarks, and your Knowledge Hub of past forecasts to flag outliers and validate growth rates before consolidation.
Assumption Validation
Cross-references departmental assumptions against historical actuals, industry benchmarks, and your Knowledge Hub of past forecasts to flag outliers and validate growth rates before consolidation.
Assumption Validation
Cross-references departmental assumptions against historical actuals, industry benchmarks, and your Knowledge Hub of past forecasts to flag outliers and validate growth rates before consolidation.
Assumption Validation
Cross-references departmental assumptions against historical actuals, industry benchmarks, and your Knowledge Hub of past forecasts to flag outliers and validate growth rates before consolidation.
Automated Variance Analysis
Compares submitted budgets to prior year actuals and identifies material variances, generating a summary of key drivers and changes for executive review.
Automated Variance Analysis
Compares submitted budgets to prior year actuals and identifies material variances, generating a summary of key drivers and changes for executive review.
Automated Variance Analysis
Compares submitted budgets to prior year actuals and identifies material variances, generating a summary of key drivers and changes for executive review.
Automated Variance Analysis
Compares submitted budgets to prior year actuals and identifies material variances, generating a summary of key drivers and changes for executive review.
Master Forecast Generation
Populates your master forecast template with consolidated data, maintaining all formulas, formatting, and roll-up logic while preserving full traceability to source submissions.
Master Forecast Generation
Populates your master forecast template with consolidated data, maintaining all formulas, formatting, and roll-up logic while preserving full traceability to source submissions.
Master Forecast Generation
Populates your master forecast template with consolidated data, maintaining all formulas, formatting, and roll-up logic while preserving full traceability to source submissions.
Master Forecast Generation
Populates your master forecast template with consolidated data, maintaining all formulas, formatting, and roll-up logic while preserving full traceability to source submissions.
Complete Audit Trail
Links every consolidated figure back to its source department submission with AI Citations, creating a defensible audit trail for board presentations and variance explanations.
Complete Audit Trail
Links every consolidated figure back to its source department submission with AI Citations, creating a defensible audit trail for board presentations and variance explanations.
Complete Audit Trail
Links every consolidated figure back to its source department submission with AI Citations, creating a defensible audit trail for board presentations and variance explanations.
Complete Audit Trail
Links every consolidated figure back to its source department submission with AI Citations, creating a defensible audit trail for board presentations and variance explanations.
Consolidates budgets from any source
Into a single, validated master forecast.
Get started
Get started
Import your files
Google Sheets
,
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 planning process.
Connect AI to your planning process.
Turn budget chaos into consolidated forecasts in hours.
Turn budget chaos into consolidated forecasts in hours.
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.
Budget submissions come in every imaginable format. This agent handles complex Excel workbooks with nested formulas, multi-tab Google Sheets, PDF exports from legacy systems, and even scanned budget documents with tables and handwritten notes.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
Excel Models
Google Sheets
Complex Tables
PDFs
Multi-Tab Workbooks
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Budget submissions come in every imaginable format. This agent handles complex Excel workbooks with nested formulas, multi-tab Google Sheets, PDF exports from legacy systems, and even scanned budget documents with tables and handwritten notes.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
Excel Models
Google Sheets
Complex Tables
PDFs
Multi-Tab Workbooks
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Budget submissions come in every imaginable format. This agent handles complex Excel workbooks with nested formulas, multi-tab Google Sheets, PDF exports from legacy systems, and even scanned budget documents with tables and handwritten notes.
Input types
50+ languages
Complex Formulas
200 pages
Multi-modal
Document types
Excel Models
Google Sheets
Complex Tables
PDFs
Multi-Tab Workbooks
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Financial consolidation demands precision. The agent uses multi-step validation workflows to ensure every number is extracted correctly, formulas are preserved, and roll-ups reconcile perfectly to departmental subtotals before generating the master forecast.
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.
Financial consolidation demands precision. The agent uses multi-step validation workflows to ensure every number is extracted correctly, formulas are preserved, and roll-ups reconcile perfectly to departmental subtotals before generating the master forecast.
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.
Financial consolidation demands precision. The agent uses multi-step validation workflows to ensure every number is extracted correctly, formulas are preserved, and roll-ups reconcile perfectly to departmental subtotals before generating the master forecast.
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.
Every consolidated figure is visually linked back to its source department submission. When executives ask where a number came from, you can instantly show them the exact cell in the original budget file, creating complete transparency and trust.
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.
Every consolidated figure is visually linked back to its source department submission. When executives ask where a number came from, you can instantly show them the exact cell in the original budget file, creating complete transparency and trust.
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.
Every consolidated figure is visually linked back to its source department submission. When executives ask where a number came from, you can instantly show them the exact cell in the original budget file, creating complete transparency and trust.
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.
Budget data contains your most sensitive strategic plans and competitive information. V7 Go processes all submissions within your secure environment, ensuring confidentiality and compliance with financial data governance standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Budget data contains your most sensitive strategic plans and competitive information. V7 Go processes all submissions within your secure environment, ensuring confidentiality and compliance with financial data governance standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Budget data contains your most sensitive strategic plans and competitive information. V7 Go processes all submissions within your secure environment, ensuring confidentiality and compliance with financial data governance standards.
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 FP&A Managers
How does it handle different budget template formats?
The agent is designed for real-world budget chaos. It uses AI to understand the semantic meaning of line items regardless of format, identifying revenue, COGS, headcount, and capex even when departments use different templates or naming conventions.
+
How does it handle different budget template formats?
The agent is designed for real-world budget chaos. It uses AI to understand the semantic meaning of line items regardless of format, identifying revenue, COGS, headcount, and capex even when departments use different templates or naming conventions.
+
How does it handle different budget template formats?
The agent is designed for real-world budget chaos. It uses AI to understand the semantic meaning of line items regardless of format, identifying revenue, COGS, headcount, and capex even when departments use different templates or naming conventions.
+
Can it validate assumptions against our historical data?
Yes. The agent connects to your Knowledge Hub containing historical actuals, past forecasts, and approved planning assumptions. It automatically flags submissions where growth rates, margin assumptions, or headcount plans deviate significantly from historical patterns.
+
Can it validate assumptions against our historical data?
Yes. The agent connects to your Knowledge Hub containing historical actuals, past forecasts, and approved planning assumptions. It automatically flags submissions where growth rates, margin assumptions, or headcount plans deviate significantly from historical patterns.
+
Can it validate assumptions against our historical data?
Yes. The agent connects to your Knowledge Hub containing historical actuals, past forecasts, and approved planning assumptions. It automatically flags submissions where growth rates, margin assumptions, or headcount plans deviate significantly from historical patterns.
+
What if departments submit budgets in different currencies?
The agent handles multi-currency consolidation automatically. You provide exchange rate assumptions or connect to a live rate feed, and it converts all submissions to your reporting currency while maintaining source currency detail for audit purposes.
+
What if departments submit budgets in different currencies?
The agent handles multi-currency consolidation automatically. You provide exchange rate assumptions or connect to a live rate feed, and it converts all submissions to your reporting currency while maintaining source currency detail for audit purposes.
+
What if departments submit budgets in different currencies?
The agent handles multi-currency consolidation automatically. You provide exchange rate assumptions or connect to a live rate feed, and it converts all submissions to your reporting currency while maintaining source currency detail for audit purposes.
+
How does it handle Excel formulas and dependencies?
The agent preserves formula logic when populating your master template. It understands cell references, maintains roll-up calculations, and ensures that consolidated totals reconcile to departmental subtotals without breaking your existing model structure.
+
How does it handle Excel formulas and dependencies?
The agent preserves formula logic when populating your master template. It understands cell references, maintains roll-up calculations, and ensures that consolidated totals reconcile to departmental subtotals without breaking your existing model structure.
+
How does it handle Excel formulas and dependencies?
The agent preserves formula logic when populating your master template. It understands cell references, maintains roll-up calculations, and ensures that consolidated totals reconcile to departmental subtotals without breaking your existing model structure.
+
Can it identify which departments are driving budget changes?
Absolutely. The agent generates a variance bridge that shows exactly which departments and line items are driving year-over-year changes, making it easy to prepare executive summaries and answer board questions about budget movements.
+
Can it identify which departments are driving budget changes?
Absolutely. The agent generates a variance bridge that shows exactly which departments and line items are driving year-over-year changes, making it easy to prepare executive summaries and answer board questions about budget movements.
+
Can it identify which departments are driving budget changes?
Absolutely. The agent generates a variance bridge that shows exactly which departments and line items are driving year-over-year changes, making it easy to prepare executive summaries and answer board questions about budget movements.
+
What is the final output format?
The agent delivers a fully populated master forecast in your existing Excel template, plus a variance analysis report and a data quality summary highlighting any assumptions that require management review before finalization.
+
What is the final output format?
The agent delivers a fully populated master forecast in your existing Excel template, plus a variance analysis report and a data quality summary highlighting any assumptions that require management review before finalization.
+
What is the final output format?
The agent delivers a fully populated master forecast in your existing Excel template, plus a variance analysis report and a data quality summary highlighting any assumptions that require management review before finalization.
+
Next steps
Next steps
Tired of spending weeks consolidating budget spreadsheets?
Send us your last budget cycle submissions, and we'll show you how our AI agent can consolidate them into a master forecast in hours, not weeks.
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: