AI Excel Template Population Agent
Never copy and paste into a template again
Never copy and paste into a template again
Delegate your most repetitive spreadsheet task to a specialized AI agent. It reads your source data from any document, understands your custom Excel template, and automatically populates the correct information into the correct cells, every time.
Why V7 Go
Why V7 Go
Works with Your Custom Templates
The agent adapts to you. It's configured to work with your firm's specific, proprietary Excel and Google Sheets templates, preserving your unique layouts and formulas.
Works with Your Custom Templates
The agent adapts to you. It's configured to work with your firm's specific, proprietary Excel and Google Sheets templates, preserving your unique layouts and formulas.
Works with Your Custom Templates
The agent adapts to you. It's configured to work with your firm's specific, proprietary Excel and Google Sheets templates, preserving your unique layouts and formulas.
Handles Any Source Document
Extracts data from any source document—PDF reports, other spreadsheets, unstructured text files, scanned images—and structures it for your template.
Handles Any Source Document
Extracts data from any source document—PDF reports, other spreadsheets, unstructured text files, scanned images—and structures it for your template.
Handles Any Source Document
Extracts data from any source document—PDF reports, other spreadsheets, unstructured text files, scanned images—and structures it for your template.
Intelligent Schema Mapping
The agent uses AI to intelligently map data from inconsistent source layouts to the standardized fields in your template (e.g., it knows 'Sales' and 'Total Revenue' mean the same thing).
Intelligent Schema Mapping
The agent uses AI to intelligently map data from inconsistent source layouts to the standardized fields in your template (e.g., it knows 'Sales' and 'Total Revenue' mean the same thing).
Intelligent Schema Mapping
The agent uses AI to intelligently map data from inconsistent source layouts to the standardized fields in your template (e.g., it knows 'Sales' and 'Total Revenue' mean the same thing).
Guaranteed Data Accuracy
Eliminates the risk of costly 'fat-finger' errors from manual copy-pasting. The agent ensures the data in your template is a perfect match to the source document.
Guaranteed Data Accuracy
Eliminates the risk of costly 'fat-finger' errors from manual copy-pasting. The agent ensures the data in your template is a perfect match to the source document.
Guaranteed Data Accuracy
Eliminates the risk of costly 'fat-finger' errors from manual copy-pasting. The agent ensures the data in your template is a perfect match to the source document.
Multi-Tab & Complex File Support
Easily handle complex workflows, such as pulling data from multiple tabs in a source file and populating several different tabs in your destination template.
Multi-Tab & Complex File Support
Easily handle complex workflows, such as pulling data from multiple tabs in a source file and populating several different tabs in your destination template.
Multi-Tab & Complex File Support
Easily handle complex workflows, such as pulling data from multiple tabs in a source file and populating several different tabs in your destination template.
Fully Verifiable and Auditable
Every cell populated by the agent is accompanied by an AI Citation, a visual link that takes you directly to the source data in the original document for instant verification.
Fully Verifiable and Auditable
Every cell populated by the agent is accompanied by an AI Citation, a visual link that takes you directly to the source data in the original document for instant verification.
Fully Verifiable and Auditable
Every cell populated by the agent is accompanied by an AI Citation, a visual link that takes you directly to the source data in the original document for instant verification.
Why V7 Go
Reads any source document
To populate your custom spreadsheet templates automatically.
Workflow
Workflow
Import your files
Microsoft Excel
,
Google Sheets
,
SharePoint
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
1-2 hours per template
1-2 hours per template
With V7 Go agents
2 minutes
2 minutes
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the bridge
between your documents and your models
Your team's most valuable analytics live in standardized Excel templates, but getting data into them is a slow, manual nightmare of copy and paste. Every day, analysts across your organization are stuck doing clerical work, painstakingly transferring data from source documents like PDFs or other spreadsheets into your firm's official models and reports. This is not the impactful work they were hired for. It’s tedious, error-prone, and a major bottleneck. V7 Go's Template Population Agent automates this process, turning hours of drudgery into seconds of work.
Analysts (Finance, BI, Operations)
Automate your most repetitive task. Let the agent handle the data entry so you can eliminate manual work and spend 100% of your time on analysis and generating insights.
Analysts (Finance, BI, Operations)
Automate your most repetitive task. Let the agent handle the data entry so you can eliminate manual work and spend 100% of your time on analysis and generating insights.
Analysts (Finance, BI, Operations)
Automate your most repetitive task. Let the agent handle the data entry so you can eliminate manual work and spend 100% of your time on analysis and generating insights.
Analysts (Finance, BI, Operations)
Automate your most repetitive task. Let the agent handle the data entry so you can eliminate manual work and spend 100% of your time on analysis and generating insights.
Data & Operations Teams
Build robust, automated reporting workflows. Use this agent as a key component to extract data from unstructured sources and populate the standardized templates that feed your BI tools and dashboards.
Data & Operations Teams
Build robust, automated reporting workflows. Use this agent as a key component to extract data from unstructured sources and populate the standardized templates that feed your BI tools and dashboards.
Data & Operations Teams
Build robust, automated reporting workflows. Use this agent as a key component to extract data from unstructured sources and populate the standardized templates that feed your BI tools and dashboards.
Data & Operations Teams
Build robust, automated reporting workflows. Use this agent as a key component to extract data from unstructured sources and populate the standardized templates that feed your BI tools and dashboards.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Never copy and paste into a template again
Never copy and paste into a template again
Never copy and paste into a template again
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 handle our firm's very specific, complex Excel template?
Your template is the core of the workflow. During a one-time setup, our team helps you map the extracted data fields to the specific cells in your template. Once configured, the agent will populate it perfectly every time.
+
How does it handle our firm's very specific, complex Excel template?
Your template is the core of the workflow. During a one-time setup, our team helps you map the extracted data fields to the specific cells in your template. Once configured, the agent will populate it perfectly every time.
+
How does it handle our firm's very specific, complex Excel template?
Your template is the core of the workflow. During a one-time setup, our team helps you map the extracted data fields to the specific cells in your template. Once configured, the agent will populate it perfectly every time.
+
How does it handle our firm's very specific, complex Excel template?
Your template is the core of the workflow. During a one-time setup, our team helps you map the extracted data fields to the specific cells in your template. Once configured, the agent will populate it perfectly every time.
+
What if the layout of the source document changes?
Unlike brittle RPA bots, V7 Go's agent is resilient to layout changes. It finds data based on contextual understanding (looking for a table labeled 'Income Statement'), not fixed coordinates, so it continues to work even when formats vary.
+
What if the layout of the source document changes?
Unlike brittle RPA bots, V7 Go's agent is resilient to layout changes. It finds data based on contextual understanding (looking for a table labeled 'Income Statement'), not fixed coordinates, so it continues to work even when formats vary.
+
What if the layout of the source document changes?
Unlike brittle RPA bots, V7 Go's agent is resilient to layout changes. It finds data based on contextual understanding (looking for a table labeled 'Income Statement'), not fixed coordinates, so it continues to work even when formats vary.
+
What if the layout of the source document changes?
Unlike brittle RPA bots, V7 Go's agent is resilient to layout changes. It finds data based on contextual understanding (looking for a table labeled 'Income Statement'), not fixed coordinates, so it continues to work even when formats vary.
+
Does the output file still work like a normal Excel file with all our formulas?
Yes. The agent only populates the data into the input cells you designate. All of your existing formulas, formatting, charts, and macros in the template will remain intact and will update automatically with the new data.
+
Does the output file still work like a normal Excel file with all our formulas?
Yes. The agent only populates the data into the input cells you designate. All of your existing formulas, formatting, charts, and macros in the template will remain intact and will update automatically with the new data.
+
Does the output file still work like a normal Excel file with all our formulas?
Yes. The agent only populates the data into the input cells you designate. All of your existing formulas, formatting, charts, and macros in the template will remain intact and will update automatically with the new data.
+
Does the output file still work like a normal Excel file with all our formulas?
Yes. The agent only populates the data into the input cells you designate. All of your existing formulas, formatting, charts, and macros in the template will remain intact and will update automatically with the new data.
+
How is this different from the AI Excel Report Generation agent?
This agent is focused on one specific, crucial task: moving data from a source document into a pre-existing template. The Report Generation agent is a more comprehensive workflow that can also create new summaries, pivot tables, and charts within the template.
+
How is this different from the AI Excel Report Generation agent?
This agent is focused on one specific, crucial task: moving data from a source document into a pre-existing template. The Report Generation agent is a more comprehensive workflow that can also create new summaries, pivot tables, and charts within the template.
+
How is this different from the AI Excel Report Generation agent?
This agent is focused on one specific, crucial task: moving data from a source document into a pre-existing template. The Report Generation agent is a more comprehensive workflow that can also create new summaries, pivot tables, and charts within the template.
+
How is this different from the AI Excel Report Generation agent?
This agent is focused on one specific, crucial task: moving data from a source document into a pre-existing template. The Report Generation agent is a more comprehensive workflow that can also create new summaries, pivot tables, and charts within the template.
+
Can it populate a template with data from multiple source documents at once?
Yes. You can create a workflow that instructs the agent to pull data from several different files (e.g., a P&L from one PDF, a balance sheet from another) and consolidate it all into a single master template.
+
Can it populate a template with data from multiple source documents at once?
Yes. You can create a workflow that instructs the agent to pull data from several different files (e.g., a P&L from one PDF, a balance sheet from another) and consolidate it all into a single master template.
+
Can it populate a template with data from multiple source documents at once?
Yes. You can create a workflow that instructs the agent to pull data from several different files (e.g., a P&L from one PDF, a balance sheet from another) and consolidate it all into a single master template.
+
Can it populate a template with data from multiple source documents at once?
Yes. You can create a workflow that instructs the agent to pull data from several different files (e.g., a P&L from one PDF, a balance sheet from another) and consolidate it all into a single master template.
+
Can I trust the data it puts in my template?
Yes, because you can instantly verify it. Every populated cell comes with a visual citation. Simply click the cell to see the exact location in the source document where the number came from, creating a perfect audit trail.
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Can I trust the data it puts in my template?
Yes, because you can instantly verify it. Every populated cell comes with a visual citation. Simply click the cell to see the exact location in the source document where the number came from, creating a perfect audit trail.
+
Can I trust the data it puts in my template?
Yes, because you can instantly verify it. Every populated cell comes with a visual citation. Simply click the cell to see the exact location in the source document where the number came from, creating a perfect audit trail.
+
Can I trust the data it puts in my template?
Yes, because you can instantly verify it. Every populated cell comes with a visual citation. Simply click the cell to see the exact location in the source document where the number came from, creating a perfect audit trail.
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