90% faster classification
AI agent for Tax Accountants
From weeks of expense review to hours
Delegate expense classification to a specialized AI agent. It analyzes receipts, general ledger descriptions, and supporting documentation to determine tax deductibility under current tax code provisions, allowing your tax professionals to focus on strategic planning and client advisory.
Ideal for
Tax Accountants
Corporate Tax Teams
Accounting Firms
See AI agent for Tax Accountants in action
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See AI agent for Tax Accountants in action
Play video
See AI agent for Tax Accountants in action
Play video
Q4 Expense Classification
See AI agent for Tax Accountants in action
Play video
Time comparison
Time comparison
Traditional way
3-4 weeks per quarter
With V7 Go agents
2-3 days
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Deductibility Analysis
Analyzes each expense against current tax code provisions to determine full deductibility, partial deductibility, or non-deductible status based on receipt details and GL descriptions.
Automated Deductibility Analysis
Analyzes each expense against current tax code provisions to determine full deductibility, partial deductibility, or non-deductible status based on receipt details and GL descriptions.
Automated Deductibility Analysis
Analyzes each expense against current tax code provisions to determine full deductibility, partial deductibility, or non-deductible status based on receipt details and GL descriptions.
Automated Deductibility Analysis
Analyzes each expense against current tax code provisions to determine full deductibility, partial deductibility, or non-deductible status based on receipt details and GL descriptions.
Receipt-to-Code Mapping
Extracts key information from receipts and invoices, then maps expenses to specific tax code sections, identifying applicable limitations under Section 274, 162, or other relevant provisions.
Receipt-to-Code Mapping
Extracts key information from receipts and invoices, then maps expenses to specific tax code sections, identifying applicable limitations under Section 274, 162, or other relevant provisions.
Receipt-to-Code Mapping
Extracts key information from receipts and invoices, then maps expenses to specific tax code sections, identifying applicable limitations under Section 274, 162, or other relevant provisions.
Receipt-to-Code Mapping
Extracts key information from receipts and invoices, then maps expenses to specific tax code sections, identifying applicable limitations under Section 274, 162, or other relevant provisions.
Documentation Gap Identification
Flags expenses that lack sufficient documentation for deductibility, specifying exactly what additional information is needed to support the tax position during an audit.
Documentation Gap Identification
Flags expenses that lack sufficient documentation for deductibility, specifying exactly what additional information is needed to support the tax position during an audit.
Documentation Gap Identification
Flags expenses that lack sufficient documentation for deductibility, specifying exactly what additional information is needed to support the tax position during an audit.
Documentation Gap Identification
Flags expenses that lack sufficient documentation for deductibility, specifying exactly what additional information is needed to support the tax position during an audit.
Bulk GL Processing
Processes thousands of general ledger entries simultaneously, completing in hours what would take tax professionals weeks to review manually during quarterly close.
Bulk GL Processing
Processes thousands of general ledger entries simultaneously, completing in hours what would take tax professionals weeks to review manually during quarterly close.
Bulk GL Processing
Processes thousands of general ledger entries simultaneously, completing in hours what would take tax professionals weeks to review manually during quarterly close.
Bulk GL Processing
Processes thousands of general ledger entries simultaneously, completing in hours what would take tax professionals weeks to review manually during quarterly close.
Consistent Classification Logic
Applies uniform classification criteria across all expenses, eliminating inconsistencies that arise from multiple reviewers or changing interpretations over time.
Consistent Classification Logic
Applies uniform classification criteria across all expenses, eliminating inconsistencies that arise from multiple reviewers or changing interpretations over time.
Consistent Classification Logic
Applies uniform classification criteria across all expenses, eliminating inconsistencies that arise from multiple reviewers or changing interpretations over time.
Consistent Classification Logic
Applies uniform classification criteria across all expenses, eliminating inconsistencies that arise from multiple reviewers or changing interpretations over time.
Audit-Ready Documentation
Creates a complete audit trail linking each classification decision to the specific receipt, GL entry, and tax code provision, with AI Citations providing visual verification of the source data.
Audit-Ready Documentation
Creates a complete audit trail linking each classification decision to the specific receipt, GL entry, and tax code provision, with AI Citations providing visual verification of the source data.
Audit-Ready Documentation
Creates a complete audit trail linking each classification decision to the specific receipt, GL entry, and tax code provision, with AI Citations providing visual verification of the source data.
Audit-Ready Documentation
Creates a complete audit trail linking each classification decision to the specific receipt, GL entry, and tax code provision, with AI Citations providing visual verification of the source data.
Analyzes all expense documentation
To deliver accurate tax classifications.
Get started
Get started
Import your files
QuickBooks
,
Xero Accounting
,
Microsoft Excel
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 tax knowledge.
Connect AI to your tax knowledge.
Turn expense classification into a verified, automated process.
Turn expense classification into a verified, automated process.
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.
Tax documentation comes in every format imaginable. This agent handles scanned receipts, digital invoices, handwritten expense reports, and complex GL exports, extracting the information needed for accurate classification regardless of document quality or structure.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
Scanned Receipts
Complex Tables
GL Exports
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Tax documentation comes in every format imaginable. This agent handles scanned receipts, digital invoices, handwritten expense reports, and complex GL exports, extracting the information needed for accurate classification regardless of document quality or structure.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
Scanned Receipts
Complex Tables
GL Exports
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Tax documentation comes in every format imaginable. This agent handles scanned receipts, digital invoices, handwritten expense reports, and complex GL exports, extracting the information needed for accurate classification regardless of document quality or structure.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
Scanned Receipts
Complex Tables
GL Exports
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Tax classification demands precision. The agent uses multi-step reasoning to analyze expense details against tax code provisions, ensuring classifications are accurate and defensible during audits or IRS examinations.
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.
Tax classification demands precision. The agent uses multi-step reasoning to analyze expense details against tax code provisions, ensuring classifications are accurate and defensible during audits or IRS examinations.
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.
Tax classification demands precision. The agent uses multi-step reasoning to analyze expense details against tax code provisions, ensuring classifications are accurate and defensible during audits or IRS examinations.
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 every classification. Each deductibility determination is visually linked to the specific receipt, GL entry, and tax code provision that supports it, creating a complete audit trail for IRS 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 every classification. Each deductibility determination is visually linked to the specific receipt, GL entry, and tax code provision that supports it, creating a complete audit trail for IRS 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 every classification. Each deductibility determination is visually linked to the specific receipt, GL entry, and tax code provision that supports it, creating a complete audit trail for IRS 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.
Tax documents contain sensitive financial information. V7 Go processes all receipts, invoices, and GL data within your secure environment, ensuring confidentiality and compliance with data privacy standards required for tax practice.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Tax documents contain sensitive financial information. V7 Go processes all receipts, invoices, and GL data within your secure environment, ensuring confidentiality and compliance with data privacy standards required for tax practice.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Tax documents contain sensitive financial information. V7 Go processes all receipts, invoices, and GL data within your secure environment, ensuring confidentiality and compliance with data privacy standards required for tax practice.
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 Tax Accountants
How does the agent stay current with tax code changes?
The agent connects to your firm's Knowledge Hub, which you update with current tax guidance, IRS publications, and internal tax memos. This ensures classifications reflect the latest interpretations and regulatory changes relevant to your practice.
+
How does the agent stay current with tax code changes?
The agent connects to your firm's Knowledge Hub, which you update with current tax guidance, IRS publications, and internal tax memos. This ensures classifications reflect the latest interpretations and regulatory changes relevant to your practice.
+
How does the agent stay current with tax code changes?
The agent connects to your firm's Knowledge Hub, which you update with current tax guidance, IRS publications, and internal tax memos. This ensures classifications reflect the latest interpretations and regulatory changes relevant to your practice.
+
Can it handle industry-specific expense categories?
Yes. The agent adapts to industry-specific expense types by learning from your firm's historical classifications and tax treatment decisions stored in the Knowledge Hub, whether for manufacturing, professional services, or other sectors.
+
Can it handle industry-specific expense categories?
Yes. The agent adapts to industry-specific expense types by learning from your firm's historical classifications and tax treatment decisions stored in the Knowledge Hub, whether for manufacturing, professional services, or other sectors.
+
Can it handle industry-specific expense categories?
Yes. The agent adapts to industry-specific expense types by learning from your firm's historical classifications and tax treatment decisions stored in the Knowledge Hub, whether for manufacturing, professional services, or other sectors.
+
What happens when classification is uncertain?
The agent assigns a confidence score to each classification. Low-confidence items are flagged for tax professional review, along with the specific factors creating uncertainty, allowing experts to focus only on genuinely ambiguous cases.
+
What happens when classification is uncertain?
The agent assigns a confidence score to each classification. Low-confidence items are flagged for tax professional review, along with the specific factors creating uncertainty, allowing experts to focus only on genuinely ambiguous cases.
+
What happens when classification is uncertain?
The agent assigns a confidence score to each classification. Low-confidence items are flagged for tax professional review, along with the specific factors creating uncertainty, allowing experts to focus only on genuinely ambiguous cases.
+
How does it handle meal and entertainment limitations?
The agent applies Section 274 rules automatically, distinguishing between 50% deductible meals, 100% deductible employee meals, and non-deductible entertainment based on receipt details and business purpose documentation.
+
How does it handle meal and entertainment limitations?
The agent applies Section 274 rules automatically, distinguishing between 50% deductible meals, 100% deductible employee meals, and non-deductible entertainment based on receipt details and business purpose documentation.
+
How does it handle meal and entertainment limitations?
The agent applies Section 274 rules automatically, distinguishing between 50% deductible meals, 100% deductible employee meals, and non-deductible entertainment based on receipt details and business purpose documentation.
+
Can it process receipts in multiple formats?
Yes. The agent handles scanned receipts, digital invoices, credit card statements, and expense report exports, extracting relevant information regardless of format or quality to support accurate classification.
+
Can it process receipts in multiple formats?
Yes. The agent handles scanned receipts, digital invoices, credit card statements, and expense report exports, extracting relevant information regardless of format or quality to support accurate classification.
+
Can it process receipts in multiple formats?
Yes. The agent handles scanned receipts, digital invoices, credit card statements, and expense report exports, extracting relevant information regardless of format or quality to support accurate classification.
+
What is the final output format?
The agent delivers a structured spreadsheet with each expense classified by deductibility status, tax code reference, confidence level, and documentation notes, ready for import into your tax preparation software or workpapers.
+
What is the final output format?
The agent delivers a structured spreadsheet with each expense classified by deductibility status, tax code reference, confidence level, and documentation notes, ready for import into your tax preparation software or workpapers.
+
What is the final output format?
The agent delivers a structured spreadsheet with each expense classified by deductibility status, tax code reference, confidence level, and documentation notes, ready for import into your tax preparation software or workpapers.
+
Next steps
Next steps
Still manually classifying thousands of expenses each quarter?
Send us a sample GL export and receipts from your last quarter. We'll show you how our agent classifies them with tax code references and confidence scores.
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: