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.

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Import your files

QuickBooks

,

NetSuite

,

SAP

Import your files from whereever they are currently stored

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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

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.