AI Excel Financial Modeling Agent
Focus on the forecast, not the formatting
Focus on the forecast, not the formatting
Delegate the grunt work of financial modeling to a specialized AI agent. It reads historical financial statements, populates your templates, and generates a fully-linked, three-statement model in Excel, freeing you to focus on the strategic work of setting assumptions and driving insights.
Why V7 Go
Why V7 Go
Automated Historical Spreading
Eliminates manual data entry by automatically extracting three to five years of historical data from income statements, balance sheets, and cash flow statements.
Automated Historical Spreading
Eliminates manual data entry by automatically extracting three to five years of historical data from income statements, balance sheets, and cash flow statements.
Automated Historical Spreading
Eliminates manual data entry by automatically extracting three to five years of historical data from income statements, balance sheets, and cash flow statements.
Fully-Linked Three Statements
Generates a model where the IS, BS, and CFS are fully and correctly linked, with cash from the CFS flowing to the balance sheet and interest expense linked to debt schedules.
Fully-Linked Three Statements
Generates a model where the IS, BS, and CFS are fully and correctly linked, with cash from the CFS flowing to the balance sheet and interest expense linked to debt schedules.
Fully-Linked Three Statements
Generates a model where the IS, BS, and CFS are fully and correctly linked, with cash from the CFS flowing to the balance sheet and interest expense linked to debt schedules.
Supporting Schedule Generation
Builds out all the necessary supporting schedules, including working capital, depreciation, and debt schedules, and populates them with the relevant historical data.
Supporting Schedule Generation
Builds out all the necessary supporting schedules, including working capital, depreciation, and debt schedules, and populates them with the relevant historical data.
Supporting Schedule Generation
Builds out all the necessary supporting schedules, including working capital, depreciation, and debt schedules, and populates them with the relevant historical data.
Works with Your Custom Templates
The agent is configured to populate your firm’s proprietary, best-practice Excel templates, ensuring every model adheres to your standards for formatting and analysis.
Works with Your Custom Templates
The agent is configured to populate your firm’s proprietary, best-practice Excel templates, ensuring every model adheres to your standards for formatting and analysis.
Works with Your Custom Templates
The agent is configured to populate your firm’s proprietary, best-practice Excel templates, ensuring every model adheres to your standards for formatting and analysis.
Error-Free and Auditable
Eliminates the risk of human data entry errors and 'fat finger' mistakes. Every number in the model is cited back to the source document for instant verification.
Error-Free and Auditable
Eliminates the risk of human data entry errors and 'fat finger' mistakes. Every number in the model is cited back to the source document for instant verification.
Error-Free and Auditable
Eliminates the risk of human data entry errors and 'fat finger' mistakes. Every number in the model is cited back to the source document for instant verification.
Foundation for Any Analysis
Creates the robust, reliable three-statement model that serves as the foundation for all other financial analysis, including DCF, LBO, and M&A modeling.
Foundation for Any Analysis
Creates the robust, reliable three-statement model that serves as the foundation for all other financial analysis, including DCF, LBO, and M&A modeling.
Foundation for Any Analysis
Creates the robust, reliable three-statement model that serves as the foundation for all other financial analysis, including DCF, LBO, and M&A modeling.
Why V7 Go
Reads historical financial statements
To generate a complete, fully-linked Excel model.
Workflow
Workflow
Import your files
Microsoft Excel
,
Google Sheets
,
S&P Capital IQ
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 days per model
1-2 days per model
With V7 Go agents
20 minutes
20 minutes
Average time saved
95%
95%
V7 Go
V7 Go
V7 Go
V7 Go
Build the models you need,
without the work you hate
Building a robust, three-statement financial model is the bedrock of corporate finance, but it's a slow, manual process of painstaking data entry and formula writing. Analysts spend days transferring historical data from reports into Excel and carefully linking the income statement, balance sheet, and cash flow statement. This process is not just a rite of passage; it's a major time sink that is notoriously prone to errors that can undermine the entire analysis. Remember the last time you hated building a model from scratch? Let's really make that the last time.
Financial Analysts (FP&A, Corp Dev)
Automate the creation of operating models for budgeting, forecasting, and M&A analysis. Spend your time on strategic insights, not on linking spreadsheets and keying in historical data.
Financial Analysts (FP&A, Corp Dev)
Automate the creation of operating models for budgeting, forecasting, and M&A analysis. Spend your time on strategic insights, not on linking spreadsheets and keying in historical data.
Financial Analysts (FP&A, Corp Dev)
Automate the creation of operating models for budgeting, forecasting, and M&A analysis. Spend your time on strategic insights, not on linking spreadsheets and keying in historical data.
Financial Analysts (FP&A, Corp Dev)
Automate the creation of operating models for budgeting, forecasting, and M&A analysis. Spend your time on strategic insights, not on linking spreadsheets and keying in historical data.
Investment Bankers & PE Professionals
Drastically accelerate your valuation workflow. Let the agent build the foundational three-statement model in minutes, so you can get to building the LBO or M&A model faster.
Investment Bankers & PE Professionals
Drastically accelerate your valuation workflow. Let the agent build the foundational three-statement model in minutes, so you can get to building the LBO or M&A model faster.
Investment Bankers & PE Professionals
Drastically accelerate your valuation workflow. Let the agent build the foundational three-statement model in minutes, so you can get to building the LBO or M&A model faster.
Investment Bankers & PE Professionals
Drastically accelerate your valuation workflow. Let the agent build the foundational three-statement model in minutes, so you can get to building the LBO or M&A model faster.
More automations
Other automations
Transform your business
with other AI Agents
More agents
More agents
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Focus on the forecast, not the formatting
Focus on the forecast, not the formatting
Focus on the forecast, not the formatting
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 ensure the balance sheet actually balances?
The agent is configured with the fundamental accounting equation (Assets = Liabilities + Equity) as a core validation rule. It builds the model based on this principle, using standard best practices like a cash flow waterfall to ensure the model is always in balance.
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How does it ensure the balance sheet actually balances?
The agent is configured with the fundamental accounting equation (Assets = Liabilities + Equity) as a core validation rule. It builds the model based on this principle, using standard best practices like a cash flow waterfall to ensure the model is always in balance.
+
How does it ensure the balance sheet actually balances?
The agent is configured with the fundamental accounting equation (Assets = Liabilities + Equity) as a core validation rule. It builds the model based on this principle, using standard best practices like a cash flow waterfall to ensure the model is always in balance.
+
How does it ensure the balance sheet actually balances?
The agent is configured with the fundamental accounting equation (Assets = Liabilities + Equity) as a core validation rule. It builds the model based on this principle, using standard best practices like a cash flow waterfall to ensure the model is always in balance.
+
Can it handle our firm's highly customized Excel model templates?
Yes. This is a primary function. We map the agent's logic to your existing templates, so it populates data and writes formulas in the exact cells and format that your team already uses. You do not have to change your models.
+
Can it handle our firm's highly customized Excel model templates?
Yes. This is a primary function. We map the agent's logic to your existing templates, so it populates data and writes formulas in the exact cells and format that your team already uses. You do not have to change your models.
+
Can it handle our firm's highly customized Excel model templates?
Yes. This is a primary function. We map the agent's logic to your existing templates, so it populates data and writes formulas in the exact cells and format that your team already uses. You do not have to change your models.
+
Can it handle our firm's highly customized Excel model templates?
Yes. This is a primary function. We map the agent's logic to your existing templates, so it populates data and writes formulas in the exact cells and format that your team already uses. You do not have to change your models.
+
Does the agent build the forecast for me?
It builds the entire historical model and can pre-populate forecast drivers based on historical trends. The crucial work of setting the strategic, forward-looking assumptions for your forecast remains with the human analyst.
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Does the agent build the forecast for me?
It builds the entire historical model and can pre-populate forecast drivers based on historical trends. The crucial work of setting the strategic, forward-looking assumptions for your forecast remains with the human analyst.
+
Does the agent build the forecast for me?
It builds the entire historical model and can pre-populate forecast drivers based on historical trends. The crucial work of setting the strategic, forward-looking assumptions for your forecast remains with the human analyst.
+
Does the agent build the forecast for me?
It builds the entire historical model and can pre-populate forecast drivers based on historical trends. The crucial work of setting the strategic, forward-looking assumptions for your forecast remains with the human analyst.
+
How does this differ from the DCF Modeling Agent?
This agent builds the foundational three-statement operating model. A DCF model is a specific valuation analysis that is typically built on top of this core model. This agent creates the engine; the DCF agent adds the valuation components.
+
How does this differ from the DCF Modeling Agent?
This agent builds the foundational three-statement operating model. A DCF model is a specific valuation analysis that is typically built on top of this core model. This agent creates the engine; the DCF agent adds the valuation components.
+
How does this differ from the DCF Modeling Agent?
This agent builds the foundational three-statement operating model. A DCF model is a specific valuation analysis that is typically built on top of this core model. This agent creates the engine; the DCF agent adds the valuation components.
+
How does this differ from the DCF Modeling Agent?
This agent builds the foundational three-statement operating model. A DCF model is a specific valuation analysis that is typically built on top of this core model. This agent creates the engine; the DCF agent adds the valuation components.
+
What source documents does it need to build a model?
It needs access to the company's historical financial statements, typically found in their annual (10-K) or quarterly (10-Q) reports for public companies, or in PDF/Excel statements for private companies.
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What source documents does it need to build a model?
It needs access to the company's historical financial statements, typically found in their annual (10-K) or quarterly (10-Q) reports for public companies, or in PDF/Excel statements for private companies.
+
What source documents does it need to build a model?
It needs access to the company's historical financial statements, typically found in their annual (10-K) or quarterly (10-Q) reports for public companies, or in PDF/Excel statements for private companies.
+
What source documents does it need to build a model?
It needs access to the company's historical financial statements, typically found in their annual (10-K) or quarterly (10-Q) reports for public companies, or in PDF/Excel statements for private companies.
+
Can I trust the formulas it writes in Excel?
Yes. The agent is configured to use standard, best-practice financial modeling formulas for linking the statements. The entire logic is transparent and delivered in a fully editable Excel file for your review and customization.
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Can I trust the formulas it writes in Excel?
Yes. The agent is configured to use standard, best-practice financial modeling formulas for linking the statements. The entire logic is transparent and delivered in a fully editable Excel file for your review and customization.
+
Can I trust the formulas it writes in Excel?
Yes. The agent is configured to use standard, best-practice financial modeling formulas for linking the statements. The entire logic is transparent and delivered in a fully editable Excel file for your review and customization.
+
Can I trust the formulas it writes in Excel?
Yes. The agent is configured to use standard, best-practice financial modeling formulas for linking the statements. The entire logic is transparent and delivered in a fully editable Excel file for your review and customization.
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