Summarize data 99% faster
AI Excel Pivot Table Agent
From raw data to clear summary, instantly
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
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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
Time comparison
Traditional way
5-10 minutes per table
With V7 Go agents
15 seconds
Average time saved
98%
Why V7 Go
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.
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.
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.
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.
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.
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.
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.
Get started
Get started
Import your files
Microsoft Excel
,
Google Sheets
,
SharePoint
Import your files from whereever they are currently stored
All types of Business documents supported
Once imported our system extracts and organises the essentials
Built for the teams that handle high-stakes work
Built to scale workflows for teams that need speed and accuracy.
For Teams
For Teams
Business & Data Analysts
Business & Data Analysts
Business & Data Analysts
Accelerate your exploratory data analysis. Instantly pivot and summarize large datasets in multiple ways to quickly find the trends and insights that matter.
Accelerate your exploratory data analysis. Instantly pivot and summarize large datasets in multiple ways to quickly find the trends and insights that matter.
Accelerate your exploratory data analysis. Instantly pivot and summarize large datasets in multiple ways to quickly find the trends and insights that matter.
Sales, Finance, & Operations Teams
Sales, Finance, & Operations Teams
Sales, Finance, & Operations Teams
Empower everyone on your team to summarize their own data without needing to be a pivot table expert. Get faster answers from your data to drive better business decisions.
Empower everyone on your team to summarize their own data without needing to be a pivot table expert. Get faster answers from your data to drive better business decisions.
Empower everyone on your team to summarize their own data without needing to be a pivot table expert. Get faster answers from your data to drive better business decisions.
Customer voices
Customer voices
Connect AI to your spreadsheets.
Connect AI to your spreadsheets.
Let AI do the summarizing, so you can do the analyzing.
Let AI do the summarizing, so you can do the analyzing.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
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.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Works with your real-world data.
Messy or clean.
This agent is built to understand your data as is. It can parse complex raw data exports with multiple headers and inconsistent formatting, and intelligently build a clean pivot table summary.
Input types
50+ languages
Large Datasets
Multi-Tab Files
Complex Headers
Document types
Excel (.xlsx)
Google Sheets
CSV
Database Exports
Raw Text Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your real-world data.
Messy or clean.
This agent is built to understand your data as is. It can parse complex raw data exports with multiple headers and inconsistent formatting, and intelligently build a clean pivot table summary.
Input types
50+ languages
Large Datasets
Multi-Tab Files
Complex Headers
Document types
Excel (.xlsx)
Google Sheets
CSV
Database Exports
Raw Text Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Works with your real-world data.
Messy or clean.
This agent is built to understand your data as is. It can parse complex raw data exports with multiple headers and inconsistent formatting, and intelligently build a clean pivot table summary.
Input types
50+ languages
Large Datasets
Multi-Tab Files
Complex Headers
Document types
Excel (.xlsx)
Google Sheets
CSV
Database Exports
Raw Text Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Achieve near-perfect accuracy
with AI reasoning.
The agent uses AI to accurately interpret your plain English request, ensuring it selects the correct data fields and applies the right calculation (Sum, Average, etc.) to create the precise summary you asked for.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
The agent uses AI to accurately interpret your plain English request, ensuring it selects the correct data fields and applies the right calculation (Sum, Average, etc.) to create the precise summary you asked for.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Achieve near-perfect accuracy
with AI reasoning.
The agent uses AI to accurately interpret your plain English request, ensuring it selects the correct data fields and applies the right calculation (Sum, Average, etc.) to create the precise summary you asked for.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in your documents.
Understand exactly how your summary was created. The agent provides a clear explanation of which fields it used for rows, columns, and values, giving you full confidence in the resulting pivot table.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in your documents.
Understand exactly how your summary was created. The agent provides a clear explanation of which fields it used for rows, columns, and values, giving you full confidence in the resulting pivot table.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in your documents.
Understand exactly how your summary was created. The agent provides a clear explanation of which fields it used for rows, columns, and values, giving you full confidence in the resulting pivot table.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise-grade security
for sensitive financial data.
Your raw data is highly confidential. All spreadsheet processing and pivot table generation happens within your secure V7 Go environment, ensuring your sensitive business data is always protected.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your raw data is highly confidential. All spreadsheet processing and pivot table generation happens within your secure V7 Go environment, ensuring your sensitive business data is always protected.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise-grade security
for sensitive financial data.
Your raw data is highly confidential. All spreadsheet processing and pivot table generation happens within your secure V7 Go environment, ensuring your sensitive business data is always protected.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI Excel Pivot Table Agent
Do I need to give the agent my Excel file?
Yes, for the agent to build the pivot table, it needs access to the source data table within your Excel or Google Sheets file. All processing is done securely within your private V7 Go environment.
+
Do I need to give the agent my Excel file?
Yes, for the agent to build the pivot table, it needs access to the source data table within your Excel or Google Sheets file. All processing is done securely within your private V7 Go environment.
+
Do I need to give the agent my Excel file?
Yes, for the agent to build the pivot table, it needs access to the source data table within your Excel or Google Sheets file. All processing is done securely within your private V7 Go environment.
+
Does it create the pivot table in my existing file?
Yes. The agent's typical workflow is to add a new worksheet to your existing workbook and build the pivot table there, keeping your original raw data intact.
+
Does it create the pivot table in my existing file?
Yes. The agent's typical workflow is to add a new worksheet to your existing workbook and build the pivot table there, keeping your original raw data intact.
+
Does it create the pivot table in my existing file?
Yes. The agent's typical workflow is to add a new worksheet to your existing workbook and build the pivot table there, keeping your original raw data intact.
+
How does it handle messy data tables?
The agent can work with tables that have merged cells or multiple header rows. For best results, it's often paired with the AI Excel Data Validation Agent, which first cleans the data before this agent creates the pivot table.
+
How does it handle messy data tables?
The agent can work with tables that have merged cells or multiple header rows. For best results, it's often paired with the AI Excel Data Validation Agent, which first cleans the data before this agent creates the pivot table.
+
How does it handle messy data tables?
The agent can work with tables that have merged cells or multiple header rows. For best results, it's often paired with the AI Excel Data Validation Agent, which first cleans the data before this agent creates the pivot table.
+
Can it create a Pivot Chart as well?
Yes. You can instruct the agent to generate both the pivot table and a corresponding pivot chart to visualize the summary data, and it will apply your firm's standard chart formatting.
+
Can it create a Pivot Chart as well?
Yes. You can instruct the agent to generate both the pivot table and a corresponding pivot chart to visualize the summary data, and it will apply your firm's standard chart formatting.
+
Can it create a Pivot Chart as well?
Yes. You can instruct the agent to generate both the pivot table and a corresponding pivot chart to visualize the summary data, and it will apply your firm's standard chart formatting.
+
Does this work for Google Sheets?
Yes, the agent is proficient in creating pivot tables in both Microsoft Excel and Google Sheets, adapting its process to the specific functionalities of each platform.
+
Does this work for Google Sheets?
Yes, the agent is proficient in creating pivot tables in both Microsoft Excel and Google Sheets, adapting its process to the specific functionalities of each platform.
+
Does this work for Google Sheets?
Yes, the agent is proficient in creating pivot tables in both Microsoft Excel and Google Sheets, adapting its process to the specific functionalities of each platform.
+
Can I ask it to create multiple different pivot tables from the same data?
Absolutely. You can give it a series of instructions in a single prompt (e.g., 'First, create a table by region. Second, create another table by product.') and it will generate all the requested summaries in one go.
+
Can I ask it to create multiple different pivot tables from the same data?
Absolutely. You can give it a series of instructions in a single prompt (e.g., 'First, create a table by region. Second, create another table by product.') and it will generate all the requested summaries in one go.
+
Can I ask it to create multiple different pivot tables from the same data?
Absolutely. You can give it a series of instructions in a single prompt (e.g., 'First, create a table by region. Second, create another table by product.') and it will generate all the requested summaries in one go.
+
Next steps
Next steps
How much faster would your business grow if AI handled the repetitive reports?
Send us a raw data table and describe the summary you need to create every week. We'll show you how our AI agent can build the pivot table for you in one click.
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: