AI Financial Statement Analysis Agent
Delegate the tedious work of financial statement analysis. This AI agent reads any financial report, extracts key line items, calculates standard and custom ratios, and flags anomalies, delivering a perfectly structured analysis to your custom template.
Ideal for
Credit Analysis
FP&A Teams
Audit & Assurance
See AI Financial Statement Analysis Agent in action
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See AI Financial Statement Analysis Agent in action
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Quarterly Financial Review
See AI Financial Statement Analysis Agent in action
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Time comparison
Traditional way
4-6 hours
With V7 Go agents
5-10 minutes
Average time saved
98%
Why V7 Go
Automated Financial Spreading
Eliminates manual data entry by automatically extracting line items from any income statement, balance sheet, or cash flow statement directly into your custom templates.
Automated Financial Spreading
Eliminates manual data entry by automatically extracting line items from any income statement, balance sheet, or cash flow statement directly into your custom templates.
Custom Ratio Calculation
Calculates any standard or proprietary financial ratio—from liquidity and leverage to profitability—as soon as the data is extracted, ensuring consistent analysis.
Custom Ratio Calculation
Calculates any standard or proprietary financial ratio—from liquidity and leverage to profitability—as soon as the data is extracted, ensuring consistent analysis.
Trend and Variance Analysis
Automatically compares financials year-over-year or quarter-over-quarter to highlight significant variances and emerging trends in revenue, margins, and expenses.
Trend and Variance Analysis
Automatically compares financials year-over-year or quarter-over-quarter to highlight significant variances and emerging trends in revenue, margins, and expenses.
Footnote & Disclosure Analysis
Reads the notes to the financial statements to find crucial context, such as changes in accounting policies, off-balance sheet liabilities, and potential covenant risks.
Footnote & Disclosure Analysis
Reads the notes to the financial statements to find crucial context, such as changes in accounting policies, off-balance sheet liabilities, and potential covenant risks.
Statement Normalization
Understands and maps varied line item descriptions (e.g., 'Sales' vs. 'Revenue') to your firm's standardized chart of accounts for true apples-to-apples comparisons.
Statement Normalization
Understands and maps varied line item descriptions (e.g., 'Sales' vs. 'Revenue') to your firm's standardized chart of accounts for true apples-to-apples comparisons.
Data Integrity Checks
Performs basic integrity checks, such as confirming that the balance sheet balances, to catch errors at the source and ensure the reliability of your analysis.
Data Integrity Checks
Performs basic integrity checks, such as confirming that the balance sheet balances, to catch errors at the source and ensure the reliability of your analysis.
Extracts data from key financial reports
To automate your entire analysis workflow.
Get started
Import your files
QuickBooks
,
NetSuite
,
SAP
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
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.