AI Excel Financial Modeling Agent
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.
Ideal for
FP&A
Investment Banking
Corporate Development
See AI Excel Financial Modeling Agent in action
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See AI Excel Financial Modeling Agent in action
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New Financial Model
See AI Excel Financial Modeling Agent in action
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Time comparison
Traditional way
1-2 days per model
With V7 Go agents
20 minutes
Average time saved
95%
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.
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.
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.
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.
Reads historical financial statements
To generate a complete, fully-linked Excel model.
Get started
Import your files
Microsoft Excel
,
Google Sheets
,
S&P Capital IQ
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
