AI Excel Pivot Table Agent

Delegate the creation of your data summaries to a specialized AI agent. Simply tell it how you want to summarize your data, and it will automatically build a perfectly structured and formatted pivot table in your Excel or Google Sheets file.

Ideal for

Business Analysts

FP&A

Sales Operations

See AI Excel Pivot Table Agent in action

Play video

See AI Excel Pivot Table Agent in action

Play video

Sales Data Summary

See AI Excel Pivot Table Agent in action

Play video

Time comparison

Traditional way

5-10 minutes per table

With V7 Go agents

15 seconds

Average time saved

98%

Why V7 Go

Natural Language Pivot Tables

Just describe how you want your data summarized in plain English. The agent translates your request into a perfectly configured pivot table, no dragging and dropping required.

Natural Language Pivot Tables

Just describe how you want your data summarized in plain English. The agent translates your request into a perfectly configured pivot table, no dragging and dropping required.

Automated Field Placement

The agent intelligently places the correct data fields into the Rows, Columns, Values, and Filters sections of the pivot table based on your request and the data structure.

Automated Field Placement

The agent intelligently places the correct data fields into the Rows, Columns, Values, and Filters sections of the pivot table based on your request and the data structure.

Complex Calculations

Goes beyond simple sums. It can configure the pivot table to perform a variety of calculations, such as averages, counts, percentages of total, and running totals.

Complex Calculations

Goes beyond simple sums. It can configure the pivot table to perform a variety of calculations, such as averages, counts, percentages of total, and running totals.

Automated Formatting

Applies standard best-practice formatting or your firm's custom styles, ensuring your pivot tables are always clean, readable, and presentation-ready.

Automated Formatting

Applies standard best-practice formatting or your firm's custom styles, ensuring your pivot tables are always clean, readable, and presentation-ready.

Data Grouping & Filtering

Can be instructed to automatically group data (e.g., group daily dates into months) and apply filters to show only the most relevant subsets of your data.

Data Grouping & Filtering

Can be instructed to automatically group data (e.g., group daily dates into months) and apply filters to show only the most relevant subsets of your data.

Chained Workflow Integration

Connect with other agents for a complete workflow: an agent extracts data from a PDF into an Excel table, and this agent immediately creates a pivot table to summarize that new data.

Chained Workflow Integration

Connect with other agents for a complete workflow: an agent extracts data from a PDF into an Excel table, and this agent immediately creates a pivot table to summarize that new data.

Builds perfect pivot tables from your raw data

Just by following your plain English instructions.

More agents

Explore more agents to help you automate your work in spreadsheets

More agents

AI Log Collection Analysis Agent

Automates security log analysis to detect anomalies, flag incidents, and ensure compliance in minutes.

Business

Anomaly Detection

Threat Correlation

Compliance Verification

Get ->

AI Log Collection Analysis Agent

Automates security log analysis to detect anomalies, flag incidents, and ensure compliance in minutes.

Business

Anomaly Detection

Threat Correlation

Compliance Verification

Get ->

Abstract gradient of pink and blue.

AI Document Data Entry Automation Agent

Eliminates manual data entry by extracting information from any document to populate your systems.

Business

Automated Data Entry

Document Data Extraction

Invoice Processing

Get ->

Abstract gradient of pink and blue.

AI Document Data Entry Automation Agent

Eliminates manual data entry by extracting information from any document to populate your systems.

Business

Automated Data Entry

Document Data Extraction

Invoice Processing

Get ->

Market Competition Analysis Agent

Automates competitive intelligence by tracking competitor websites, products, and financials.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Get ->

Market Competition Analysis Agent

Automates competitive intelligence by tracking competitor websites, products, and financials.

Business

Competitive Intelligence

Website Change Detection

SEC Filing Analysis

Get ->

Abstract blue and cyan light streaks.

Business Task Management Agent

Extracts action items, owners, and due dates from meeting notes, emails, and call transcripts.

Business

Action Item Extraction

Task Owner Assignment

Project Management Integration

Get ->

Abstract blue and cyan light streaks.

Business Task Management Agent

Extracts action items, owners, and due dates from meeting notes, emails, and call transcripts.

Business

Action Item Extraction

Task Owner Assignment

Project Management Integration

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

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.

Precision AI for Institutional Workflows

Build once.
Deploy across teams.
Improve over time.