AI Annual Report Analysis Agent
The insights without the hours of reading
The insights without the hours of reading
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.
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Why V7 Go
Analyzes dense annual reports and financial filings
To create a concise, actionable summary.
Workflow
Workflow
Import your files
S&P Capital IQ
,
FactSet
,
Microsoft Excel
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
6-8 hours per report
6-8 hours per report
With V7 Go agents
15 minutes
15 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Automated intelligence
from any annual report
Annual reports are a foundational source of company information, but they are incredibly dense and time-consuming to analyze. Analysts, investors, and risk managers are forced to read hundreds of pages of disclosures, financial tables, and management commentary just to extract a handful of key insights. Even worse, the format of these reports is often inconsistent year-to-year and varies wildly between companies, making trend analysis a manual nightmare. V7 Go's Annual Report Agent automates this analysis, turning a full day of reading into a concise, actionable summary.
Investment & Credit Analysts
Accelerate your fundamental analysis. Let the agent handle the data extraction and summarization so you can focus your time on building models, forming a thesis, and making better recommendations.
Investment & Credit Analysts
Accelerate your fundamental analysis. Let the agent handle the data extraction and summarization so you can focus your time on building models, forming a thesis, and making better recommendations.
Investment & Credit Analysts
Accelerate your fundamental analysis. Let the agent handle the data extraction and summarization so you can focus your time on building models, forming a thesis, and making better recommendations.
Investment & Credit Analysts
Accelerate your fundamental analysis. Let the agent handle the data extraction and summarization so you can focus your time on building models, forming a thesis, and making better recommendations.
Auditors & Risk Managers
Quickly get up to speed on a new client or counterparty. Use the agent to rapidly analyze a company's financial health, governance, and risk disclosures as part of your audit or onboarding process.
Auditors & Risk Managers
Quickly get up to speed on a new client or counterparty. Use the agent to rapidly analyze a company's financial health, governance, and risk disclosures as part of your audit or onboarding process.
Auditors & Risk Managers
Quickly get up to speed on a new client or counterparty. Use the agent to rapidly analyze a company's financial health, governance, and risk disclosures as part of your audit or onboarding process.
Auditors & Risk Managers
Quickly get up to speed on a new client or counterparty. Use the agent to rapidly analyze a company's financial health, governance, and risk disclosures as part of your audit or onboarding process.
More automations
Other automations
Transform your business
with other AI Agents
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
The insights without the hours of reading
The insights without the hours of reading
The insights without the hours of reading
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:
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:
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does it handle the different formats of annual reports from different companies?
Our AI is designed to handle semi-structured data. It understands the typical components of an annual report and can locate sections like the financial statements or MD&A based on context, even if the layout and headings change.
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How does it handle the different formats of annual reports from different companies?
Our AI is designed to handle semi-structured data. It understands the typical components of an annual report and can locate sections like the financial statements or MD&A based on context, even if the layout and headings change.
+
How does it handle the different formats of annual reports from different companies?
Our AI is designed to handle semi-structured data. It understands the typical components of an annual report and can locate sections like the financial statements or MD&A based on context, even if the layout and headings change.
+
How does it handle the different formats of annual reports from different companies?
Our AI is designed to handle semi-structured data. It understands the typical components of an annual report and can locate sections like the financial statements or MD&A based on context, even if the layout and headings change.
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Can it work with non-US company reports under IFRS?
Yes. The agent is trained to understand and differentiate between both US GAAP and IFRS accounting standards, correctly identifying and extracting the relevant financial data from either format.
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Can it work with non-US company reports under IFRS?
Yes. The agent is trained to understand and differentiate between both US GAAP and IFRS accounting standards, correctly identifying and extracting the relevant financial data from either format.
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Can it work with non-US company reports under IFRS?
Yes. The agent is trained to understand and differentiate between both US GAAP and IFRS accounting standards, correctly identifying and extracting the relevant financial data from either format.
+
Can it work with non-US company reports under IFRS?
Yes. The agent is trained to understand and differentiate between both US GAAP and IFRS accounting standards, correctly identifying and extracting the relevant financial data from either format.
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What's the difference between this and the 10-K Analysis Agent?
While similar, this agent is designed for the broader, often more narrative-driven format of a global annual report, which can include extensive letters to shareholders and glossy marketing sections not found in a 10-K. It excels at synthesizing both qualitative and quantitative data.
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What's the difference between this and the 10-K Analysis Agent?
While similar, this agent is designed for the broader, often more narrative-driven format of a global annual report, which can include extensive letters to shareholders and glossy marketing sections not found in a 10-K. It excels at synthesizing both qualitative and quantitative data.
+
What's the difference between this and the 10-K Analysis Agent?
While similar, this agent is designed for the broader, often more narrative-driven format of a global annual report, which can include extensive letters to shareholders and glossy marketing sections not found in a 10-K. It excels at synthesizing both qualitative and quantitative data.
+
What's the difference between this and the 10-K Analysis Agent?
While similar, this agent is designed for the broader, often more narrative-driven format of a global annual report, which can include extensive letters to shareholders and glossy marketing sections not found in a 10-K. It excels at synthesizing both qualitative and quantitative data.
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How can I trust the summarized information?
Every piece of information in the final summary report is 100% auditable. Each summary point, extracted number, and flagged change is supported by a visual citation that links directly to the source page and sentence in the original annual report.
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How can I trust the summarized information?
Every piece of information in the final summary report is 100% auditable. Each summary point, extracted number, and flagged change is supported by a visual citation that links directly to the source page and sentence in the original annual report.
+
How can I trust the summarized information?
Every piece of information in the final summary report is 100% auditable. Each summary point, extracted number, and flagged change is supported by a visual citation that links directly to the source page and sentence in the original annual report.
+
How can I trust the summarized information?
Every piece of information in the final summary report is 100% auditable. Each summary point, extracted number, and flagged change is supported by a visual citation that links directly to the source page and sentence in the original annual report.
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Can it extract data from tables that span multiple pages?
Yes. The platform's advanced document understanding can recognize when a single financial table is broken across multiple pages and will intelligently stitch it together before extracting the data, ensuring a complete and accurate dataset.
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Can it extract data from tables that span multiple pages?
Yes. The platform's advanced document understanding can recognize when a single financial table is broken across multiple pages and will intelligently stitch it together before extracting the data, ensuring a complete and accurate dataset.
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Can it extract data from tables that span multiple pages?
Yes. The platform's advanced document understanding can recognize when a single financial table is broken across multiple pages and will intelligently stitch it together before extracting the data, ensuring a complete and accurate dataset.
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Can it extract data from tables that span multiple pages?
Yes. The platform's advanced document understanding can recognize when a single financial table is broken across multiple pages and will intelligently stitch it together before extracting the data, ensuring a complete and accurate dataset.
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What format does the output come in?
The output is flexible. It can be a structured Excel file with the extracted financials, a Word document with the narrative summaries, or a combination of both, tailored to your specific analytical needs.
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What format does the output come in?
The output is flexible. It can be a structured Excel file with the extracted financials, a Word document with the narrative summaries, or a combination of both, tailored to your specific analytical needs.
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What format does the output come in?
The output is flexible. It can be a structured Excel file with the extracted financials, a Word document with the narrative summaries, or a combination of both, tailored to your specific analytical needs.
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What format does the output come in?
The output is flexible. It can be a structured Excel file with the extracted financials, a Word document with the narrative summaries, or a combination of both, tailored to your specific analytical needs.
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