AI Annual Report Analysis Agent
Delegate your annual report review to a specialized AI agent. It reads the entire document, extracts financials, summarizes key sections like the MD&A, and compares the data and disclosures to the prior year's report to highlight what's changed.
Ideal for
Investment Analysts
Auditors
Risk Managers
See AI Annual Report Analysis Agent in action
Play video
See AI Annual Report Analysis Agent in action
Play video
Competitor Report Analysis
See AI Annual Report Analysis Agent in action
Play video
Time comparison
Traditional way
6-8 hours per report
With V7 Go agents
15 minutes
Average time saved
95%
Why V7 Go
Automated Financial Extraction
Reads and extracts complete financial statements (Income Statement, Balance Sheet, Cash Flow) from any annual report, regardless of formatting inconsistencies.
Automated Financial Extraction
Reads and extracts complete financial statements (Income Statement, Balance Sheet, Cash Flow) from any annual report, regardless of formatting inconsistencies.
Year-Over-Year Comparison
Compares the latest annual report against the previous year's, automatically highlighting key changes in financial performance, risk factors, and strategic commentary.
Year-Over-Year Comparison
Compares the latest annual report against the previous year's, automatically highlighting key changes in financial performance, risk factors, and strategic commentary.
MD&A and Chairman's Letter Summarization
Synthesizes the lengthy narrative sections of the report to provide a concise, plain-language summary of management's perspective on performance, strategy, and outlook.
MD&A and Chairman's Letter Summarization
Synthesizes the lengthy narrative sections of the report to provide a concise, plain-language summary of management's perspective on performance, strategy, and outlook.
Chart and Graph Data Extraction
As noted by clients, data is often 'incomplete.' Our agent uses vision to extract data from visual elements like pie charts and bar graphs that are often missing from standard data feeds.
Chart and Graph Data Extraction
As noted by clients, data is often 'incomplete.' Our agent uses vision to extract data from visual elements like pie charts and bar graphs that are often missing from standard data feeds.
Risk Factor & Disclosure Analysis
Identifies and summarizes all stated risk factors and reads the footnotes to find critical disclosures on litigation, accounting changes, and other potential liabilities.
Risk Factor & Disclosure Analysis
Identifies and summarizes all stated risk factors and reads the footnotes to find critical disclosures on litigation, accounting changes, and other potential liabilities.
Peer Group Benchmarking
Process annual reports for an entire peer group to create a structured dataset that allows for easy benchmarking of financial performance, growth rates, and margins.
Peer Group Benchmarking
Process annual reports for an entire peer group to create a structured dataset that allows for easy benchmarking of financial performance, growth rates, and margins.
Analyzes dense annual reports and financial filings
To create a concise, actionable summary.
Get started
Import your files
S&P Capital IQ
,
FactSet
,
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
More agents
Explore more agents to help you accelerate your financial analysis
More agents
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
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."
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."
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."
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."
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."
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."
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."
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."
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."
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
