AI Excel Report Generation Agent
Delegate your entire reporting process to a specialized AI agent. It automatically pulls your raw data, creates the necessary summaries and pivot tables, generates charts, and populates your official, branded Excel report template, delivering it on schedule, every time.
Ideal for
FP&A Teams
Operations
Sales Teams
See AI Excel Report Generation Agent in action
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See AI Excel Report Generation Agent in action
Play video
Monthly Business Review Deck
See AI Excel Report Generation Agent in action
Play video
Time comparison
Traditional way
4-8 hours per report
With V7 Go agents
5 minutes (scheduled)
Average time saved
98%
Why V7 Go
End-to-End Report Automation
Handles the entire reporting lifecycle: pulling raw data from source systems, cleaning and validating it, creating summaries and charts, and populating your final template.
End-to-End Report Automation
Handles the entire reporting lifecycle: pulling raw data from source systems, cleaning and validating it, creating summaries and charts, and populating your final template.
Works with Your Templates
Uses your company's existing, branded Excel and PowerPoint report templates as the final output, ensuring every automated report is consistent and professional.
Works with Your Templates
Uses your company's existing, branded Excel and PowerPoint report templates as the final output, ensuring every automated report is consistent and professional.
Scheduled & On-Demand
Set your reports to run on a recurring schedule (e.g., every Monday at 8 AM) for consistent monitoring, or trigger them on-demand to get the latest insights whenever you need them.
Scheduled & On-Demand
Set your reports to run on a recurring schedule (e.g., every Monday at 8 AM) for consistent monitoring, or trigger them on-demand to get the latest insights whenever you need them.
Multi-Source Data Consolidation
Builds reports that synthesize data from multiple sources, such as pulling sales data from Salesforce and financial data from NetSuite into a single, cohesive Excel dashboard.
Multi-Source Data Consolidation
Builds reports that synthesize data from multiple sources, such as pulling sales data from Salesforce and financial data from NetSuite into a single, cohesive Excel dashboard.
Narrative Summary Generation
Goes beyond just numbers. The agent can analyze the data and generate a plain English executive summary of the key trends and findings for your report.
Narrative Summary Generation
Goes beyond just numbers. The agent can analyze the data and generate a plain English executive summary of the key trends and findings for your report.
Automated Distribution
Completes the last mile by automatically distributing the final report to your stakeholders via email, Slack, or by saving it to a shared SharePoint folder.
Automated Distribution
Completes the last mile by automatically distributing the final report to your stakeholders via email, Slack, or by saving it to a shared SharePoint folder.
Takes raw data from any source
To generate a perfect, presentation-ready report.
Get started
Import your files
Microsoft Excel
,
Snowflake
,
Tableau
Import your files from whereever they are currently stored
All types of Business 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."
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
