AI agent for Treasury Management Sales Officers
Delegate client cash flow analysis to a specialized AI agent. It examines operating account patterns, identifies liquidity gaps, calculates optimal sweep thresholds, and recommends treasury products that match each client's specific cash management needs.
Ideal for
Treasury Sales Officers
Commercial Banking Teams
Relationship Managers
See AI agent for Treasury Management Sales Officers in action
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See AI agent for Treasury Management Sales Officers in action
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Client Liquidity Analysis - Meridian Manufacturing
See AI agent for Treasury Management Sales Officers in action
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Time comparison
Traditional way
3-4 hours per client
With V7 Go agents
5-10 minutes
Average time saved
95%
Why V7 Go
Cash Flow Pattern Recognition
Automatically identifies recurring deposit patterns, payment cycles, and seasonal fluctuations across all client operating accounts to understand true liquidity needs.
Cash Flow Pattern Recognition
Automatically identifies recurring deposit patterns, payment cycles, and seasonal fluctuations across all client operating accounts to understand true liquidity needs.
Idle Balance Quantification
Calculates average daily idle balances, identifies peak cash positions, and measures opportunity cost to demonstrate the value of sweep accounts and investment products.
Idle Balance Quantification
Calculates average daily idle balances, identifies peak cash positions, and measures opportunity cost to demonstrate the value of sweep accounts and investment products.
Product Recommendation Engine
Matches client cash flow characteristics to appropriate treasury products, from zero balance accounts to automated investment sweeps, based on transaction patterns and balance thresholds.
Product Recommendation Engine
Matches client cash flow characteristics to appropriate treasury products, from zero balance accounts to automated investment sweeps, based on transaction patterns and balance thresholds.
Concentration Risk Analysis
Identifies clients with excessive deposits in single accounts, flagging opportunities for account segmentation and FDIC insurance optimization strategies.
Concentration Risk Analysis
Identifies clients with excessive deposits in single accounts, flagging opportunities for account segmentation and FDIC insurance optimization strategies.
Receivables Cycle Mapping
Analyzes incoming payment timing and volumes to recommend lockbox services, remote deposit capture, and receivables finance solutions that accelerate cash availability.
Receivables Cycle Mapping
Analyzes incoming payment timing and volumes to recommend lockbox services, remote deposit capture, and receivables finance solutions that accelerate cash availability.
Portfolio-Wide Opportunity Scoring
Ranks entire client portfolios by revenue opportunity, allowing sales officers to prioritize outreach to clients with the highest potential for treasury product adoption.
Portfolio-Wide Opportunity Scoring
Ranks entire client portfolios by revenue opportunity, allowing sales officers to prioritize outreach to clients with the highest potential for treasury product adoption.
Analyzes client financial data
To recommend optimal treasury solutions.
Get started
Import your files
Salesforce
,
Microsoft Excel
,
Tableau
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
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Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"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."
James Tomlinson
Managing Director
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Allen Darby
CEO of Alaris Acquisitions
Enterprise-grade security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.