90% faster data intake

AI agent for Rating Agency Analysts

From data chaos to credit clarity

Delegate the tedious work of issuer data intake to a specialized AI agent. It extracts financial metrics from models, parses management presentations, normalizes data across inconsistent formats, and validates completeness against your rating methodology requirements, delivering a standardized analytical package ready for credit assessment.

Ideal for

Credit Rating Agencies

Credit Research Teams

Rating Analysts

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    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
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See AI agent for Rating Agency Analysts in action

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  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Rating Agency Analysts in action

Play video

  • Mercedes-Benz logo
    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Rating Agency Analysts in action

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Issuer Rating Review - TechCorp

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    SMC  logo
    Mercedes-Benz logo
    Centerline logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Alaris logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Foobar logo
    ABL logo
    Mercedes-Benz logo
    Mercedes-Benz logo
    Brotherhood Mutual logo
    Mercedes-Benz logo
    Paige logo
    Roche logo
    Mercedes-Benz logo
    Sony logo
    Munch Energie Logo
    Certainty Sofrware logo
    Raft logo
    Bayer Logo
    Mercedes-Benz logo
    Mercedes-Benz logo

See AI agent for Rating Agency Analysts in action

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Time comparison

Time comparison

Traditional way

2-3 days per issuer

With V7 Go agents

2-3 hours

Average time saved

90%

Why V7 Go

Why V7 Go

Financial Model Extraction

Automatically extracts key financial metrics from issuer-provided Excel models, including revenue projections, EBITDA calculations, debt schedules, and covenant compliance ratios, regardless of model structure or formatting.

Financial Model Extraction

Automatically extracts key financial metrics from issuer-provided Excel models, including revenue projections, EBITDA calculations, debt schedules, and covenant compliance ratios, regardless of model structure or formatting.

Financial Model Extraction

Automatically extracts key financial metrics from issuer-provided Excel models, including revenue projections, EBITDA calculations, debt schedules, and covenant compliance ratios, regardless of model structure or formatting.

Financial Model Extraction

Automatically extracts key financial metrics from issuer-provided Excel models, including revenue projections, EBITDA calculations, debt schedules, and covenant compliance ratios, regardless of model structure or formatting.

Management Presentation Analysis

Parses management presentations to extract strategic initiatives, market positioning, competitive dynamics, and forward-looking statements that inform qualitative credit assessment factors.

Management Presentation Analysis

Parses management presentations to extract strategic initiatives, market positioning, competitive dynamics, and forward-looking statements that inform qualitative credit assessment factors.

Management Presentation Analysis

Parses management presentations to extract strategic initiatives, market positioning, competitive dynamics, and forward-looking statements that inform qualitative credit assessment factors.

Management Presentation Analysis

Parses management presentations to extract strategic initiatives, market positioning, competitive dynamics, and forward-looking statements that inform qualitative credit assessment factors.

Data Normalization Across Issuers

Standardizes financial data from diverse issuer formats into your agency's consistent analytical framework, enabling direct comparability across rated entities and sectors.

Data Normalization Across Issuers

Standardizes financial data from diverse issuer formats into your agency's consistent analytical framework, enabling direct comparability across rated entities and sectors.

Data Normalization Across Issuers

Standardizes financial data from diverse issuer formats into your agency's consistent analytical framework, enabling direct comparability across rated entities and sectors.

Data Normalization Across Issuers

Standardizes financial data from diverse issuer formats into your agency's consistent analytical framework, enabling direct comparability across rated entities and sectors.

Methodology Compliance Validation

Validates that all required data points for your rating methodology are present in the submission, flagging missing information or inconsistencies that require issuer follow-up before analysis can proceed.

Methodology Compliance Validation

Validates that all required data points for your rating methodology are present in the submission, flagging missing information or inconsistencies that require issuer follow-up before analysis can proceed.

Methodology Compliance Validation

Validates that all required data points for your rating methodology are present in the submission, flagging missing information or inconsistencies that require issuer follow-up before analysis can proceed.

Methodology Compliance Validation

Validates that all required data points for your rating methodology are present in the submission, flagging missing information or inconsistencies that require issuer follow-up before analysis can proceed.

Historical Data Integration

Cross-references current submission data against historical issuer information stored in your Knowledge Hub, identifying trends, deviations, and changes that warrant analytical attention.

Historical Data Integration

Cross-references current submission data against historical issuer information stored in your Knowledge Hub, identifying trends, deviations, and changes that warrant analytical attention.

Historical Data Integration

Cross-references current submission data against historical issuer information stored in your Knowledge Hub, identifying trends, deviations, and changes that warrant analytical attention.

Historical Data Integration

Cross-references current submission data against historical issuer information stored in your Knowledge Hub, identifying trends, deviations, and changes that warrant analytical attention.

Audit Trail Documentation

Creates a complete record of data extraction with visual citations linking every metric back to its source location in the issuer submission, ensuring regulatory compliance and internal quality control.

Audit Trail Documentation

Creates a complete record of data extraction with visual citations linking every metric back to its source location in the issuer submission, ensuring regulatory compliance and internal quality control.

Audit Trail Documentation

Creates a complete record of data extraction with visual citations linking every metric back to its source location in the issuer submission, ensuring regulatory compliance and internal quality control.

Audit Trail Documentation

Creates a complete record of data extraction with visual citations linking every metric back to its source location in the issuer submission, ensuring regulatory compliance and internal quality control.

Processes any issuer submission format

To deliver standardized analytical packages.

Get started

Get started

Logo
Logo

Import your files

Microsoft Excel

,

Microsoft Sharepoint Online

,

Snowflake

Import your files from whereever they are currently stored

Customer voices

Customer voices

Connect AI to your rating methodology.

Connect AI to your rating methodology.

Turn issuer submissions into standardized analytical packages.

Turn issuer submissions into standardized analytical packages.

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

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.

Issuer submissions arrive in every conceivable format. This agent handles complex multi-tab Excel models with intricate formulas, PowerPoint presentations with embedded charts, and PDF financial statements with varying layouts. It extracts the data you need regardless of how issuers choose to present it.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

Excel Models

PowerPoint

Financial Tables

Charts

PDFs

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Issuer submissions arrive in every conceivable format. This agent handles complex multi-tab Excel models with intricate formulas, PowerPoint presentations with embedded charts, and PDF financial statements with varying layouts. It extracts the data you need regardless of how issuers choose to present it.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

Excel Models

PowerPoint

Financial Tables

Charts

PDFs

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Issuer submissions arrive in every conceivable format. This agent handles complex multi-tab Excel models with intricate formulas, PowerPoint presentations with embedded charts, and PDF financial statements with varying layouts. It extracts the data you need regardless of how issuers choose to present it.

Input types

50+ languages

Complex Formulas

200 pages

Multi-modal

Document types

Excel Models

PowerPoint

Financial Tables

Charts

PDFs

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Credit ratings demand precision. The agent uses sophisticated financial reasoning to extract metrics with exceptional accuracy, understanding the relationships between line items and validating that calculations are internally consistent before delivering data to your analysts.

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 ratings demand precision. The agent uses sophisticated financial reasoning to extract metrics with exceptional accuracy, understanding the relationships between line items and validating that calculations are internally consistent before delivering data to your analysts.

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 ratings demand precision. The agent uses sophisticated financial reasoning to extract metrics with exceptional accuracy, understanding the relationships between line items and validating that calculations are internally consistent before delivering data to your analysts.

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 extracted financial metric is visually linked to its source location in the issuer submission. Analysts can instantly verify any number by clicking through to see the original Excel cell or presentation slide, ensuring complete confidence in the data underlying credit decisions.

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 extracted financial metric is visually linked to its source location in the issuer submission. Analysts can instantly verify any number by clicking through to see the original Excel cell or presentation slide, ensuring complete confidence in the data underlying credit decisions.

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 extracted financial metric is visually linked to its source location in the issuer submission. Analysts can instantly verify any number by clicking through to see the original Excel cell or presentation slide, ensuring complete confidence in the data underlying credit decisions.

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.

Issuer submissions contain highly confidential financial information and material non-public data. V7 Go processes all documents within your secure environment with encryption, access controls, and audit trails that meet the stringent requirements of financial regulators and rating agency compliance standards.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Issuer submissions contain highly confidential financial information and material non-public data. V7 Go processes all documents within your secure environment with encryption, access controls, and audit trails that meet the stringent requirements of financial regulators and rating agency compliance standards.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Issuer submissions contain highly confidential financial information and material non-public data. V7 Go processes all documents within your secure environment with encryption, access controls, and audit trails that meet the stringent requirements of financial regulators and rating agency compliance 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 Rating Agency Analysts

How does the agent handle different financial model structures?

The agent uses advanced table recognition and financial reasoning to identify key metrics regardless of how issuers structure their models. It understands common financial statement patterns and can locate revenue, EBITDA, debt, and other critical metrics even when they appear in non-standard locations or use different labeling conventions.

+

How does the agent handle different financial model structures?

The agent uses advanced table recognition and financial reasoning to identify key metrics regardless of how issuers structure their models. It understands common financial statement patterns and can locate revenue, EBITDA, debt, and other critical metrics even when they appear in non-standard locations or use different labeling conventions.

+

How does the agent handle different financial model structures?

The agent uses advanced table recognition and financial reasoning to identify key metrics regardless of how issuers structure their models. It understands common financial statement patterns and can locate revenue, EBITDA, debt, and other critical metrics even when they appear in non-standard locations or use different labeling conventions.

+

Can it extract data from both Excel models and PDF presentations?

Yes. The agent processes both structured data from Excel spreadsheets and unstructured information from PowerPoint presentations or PDF documents. It extracts quantitative metrics from financial models and qualitative insights from management commentary, delivering a comprehensive analytical package.

+

Can it extract data from both Excel models and PDF presentations?

Yes. The agent processes both structured data from Excel spreadsheets and unstructured information from PowerPoint presentations or PDF documents. It extracts quantitative metrics from financial models and qualitative insights from management commentary, delivering a comprehensive analytical package.

+

Can it extract data from both Excel models and PDF presentations?

Yes. The agent processes both structured data from Excel spreadsheets and unstructured information from PowerPoint presentations or PDF documents. It extracts quantitative metrics from financial models and qualitative insights from management commentary, delivering a comprehensive analytical package.

+

How does it ensure consistency with our rating methodology?

You configure the agent with your specific rating methodology requirements, including which financial metrics are mandatory, acceptable calculation methods, and data quality standards. The agent validates each submission against these criteria and flags any gaps or inconsistencies before the data reaches your analysts.

+

How does it ensure consistency with our rating methodology?

You configure the agent with your specific rating methodology requirements, including which financial metrics are mandatory, acceptable calculation methods, and data quality standards. The agent validates each submission against these criteria and flags any gaps or inconsistencies before the data reaches your analysts.

+

How does it ensure consistency with our rating methodology?

You configure the agent with your specific rating methodology requirements, including which financial metrics are mandatory, acceptable calculation methods, and data quality standards. The agent validates each submission against these criteria and flags any gaps or inconsistencies before the data reaches your analysts.

+

What happens when issuer data is incomplete or unclear?

The agent identifies missing required data points and ambiguous calculations, generating a specific list of clarification questions to send back to the issuer. This ensures your analysts receive complete, validated data packages rather than discovering gaps mid-analysis.

+

What happens when issuer data is incomplete or unclear?

The agent identifies missing required data points and ambiguous calculations, generating a specific list of clarification questions to send back to the issuer. This ensures your analysts receive complete, validated data packages rather than discovering gaps mid-analysis.

+

What happens when issuer data is incomplete or unclear?

The agent identifies missing required data points and ambiguous calculations, generating a specific list of clarification questions to send back to the issuer. This ensures your analysts receive complete, validated data packages rather than discovering gaps mid-analysis.

+

How does it handle confidential issuer information?

V7 Go processes all issuer data within your secure environment with enterprise-grade encryption and access controls. The platform is designed for financial institutions handling material non-public information and adheres to strict data privacy and regulatory compliance standards.

+

How does it handle confidential issuer information?

V7 Go processes all issuer data within your secure environment with enterprise-grade encryption and access controls. The platform is designed for financial institutions handling material non-public information and adheres to strict data privacy and regulatory compliance standards.

+

How does it handle confidential issuer information?

V7 Go processes all issuer data within your secure environment with enterprise-grade encryption and access controls. The platform is designed for financial institutions handling material non-public information and adheres to strict data privacy and regulatory compliance standards.

+

Can we verify the accuracy of extracted financial data?

Every extracted metric includes a visual citation linking back to its exact location in the source document. Analysts can instantly verify any number by clicking through to see the original cell in the Excel model or the specific slide in the presentation, ensuring complete transparency and auditability.

+

Can we verify the accuracy of extracted financial data?

Every extracted metric includes a visual citation linking back to its exact location in the source document. Analysts can instantly verify any number by clicking through to see the original cell in the Excel model or the specific slide in the presentation, ensuring complete transparency and auditability.

+

Can we verify the accuracy of extracted financial data?

Every extracted metric includes a visual citation linking back to its exact location in the source document. Analysts can instantly verify any number by clicking through to see the original cell in the Excel model or the specific slide in the presentation, ensuring complete transparency and auditability.

+

Next steps

Next steps

Still manually extracting data from issuer models?

Send us a sample issuer submission package, and we'll show you how our agent delivers a standardized analytical dataset in hours instead of days.

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: