AI Spreadsheet Template Engine

Your reports, your templates, fully automated

Your reports, your templates, fully automated

Delegate your most repetitive reporting task to a specialized AI agent. It acts as an intelligent engine that takes any raw data and automatically populates your firm's proprietary, highly-formatted templates in Excel, Sheets, or PowerPoint, creating pixel-perfect reports in seconds.

Why V7 Go

Why V7 Go

Works with Your Custom Templates

You don't change your reports; our agent adapts to them. It works with your firm's existing, highly-formatted templates in Excel, Google Sheets, and PowerPoint.

Works with Your Custom Templates

You don't change your reports; our agent adapts to them. It works with your firm's existing, highly-formatted templates in Excel, Google Sheets, and PowerPoint.

Works with Your Custom Templates

You don't change your reports; our agent adapts to them. It works with your firm's existing, highly-formatted templates in Excel, Google Sheets, and PowerPoint.

Preserves All Formatting & Formulas

The engine intelligently populates only the specified input cells, leaving all your existing charts, formulas, branding, and conditional formatting completely intact to update automatically.

Preserves All Formatting & Formulas

The engine intelligently populates only the specified input cells, leaving all your existing charts, formulas, branding, and conditional formatting completely intact to update automatically.

Preserves All Formatting & Formulas

The engine intelligently populates only the specified input cells, leaving all your existing charts, formulas, branding, and conditional formatting completely intact to update automatically.

Handles Any Raw Data Source

Takes raw data from any source—a database export, another spreadsheet, or data extracted from a PDF—and maps it perfectly to the structure of your destination template.

Handles Any Raw Data Source

Takes raw data from any source—a database export, another spreadsheet, or data extracted from a PDF—and maps it perfectly to the structure of your destination template.

Handles Any Raw Data Source

Takes raw data from any source—a database export, another spreadsheet, or data extracted from a PDF—and maps it perfectly to the structure of your destination template.

Guarantees Brand Consistency

Ensures every report and presentation that leaves your team follows the same standardized format and branding, creating a more professional and consistent client experience.

Guarantees Brand Consistency

Ensures every report and presentation that leaves your team follows the same standardized format and branding, creating a more professional and consistent client experience.

Guarantees Brand Consistency

Ensures every report and presentation that leaves your team follows the same standardized format and branding, creating a more professional and consistent client experience.

Eliminates Manual Errors

Replaces tedious, error-prone manual copy-pasting with a reliable, automated process, ensuring the data in your final reports is always accurate and matches the source.

Eliminates Manual Errors

Replaces tedious, error-prone manual copy-pasting with a reliable, automated process, ensuring the data in your final reports is always accurate and matches the source.

Eliminates Manual Errors

Replaces tedious, error-prone manual copy-pasting with a reliable, automated process, ensuring the data in your final reports is always accurate and matches the source.

Enables Scheduled Reporting

Use this engine as the final step in a scheduled workflow. Automatically generate and populate your weekly or monthly reports and have them waiting in your inbox, fully completed.

Enables Scheduled Reporting

Use this engine as the final step in a scheduled workflow. Automatically generate and populate your weekly or monthly reports and have them waiting in your inbox, fully completed.

Enables Scheduled Reporting

Use this engine as the final step in a scheduled workflow. Automatically generate and populate your weekly or monthly reports and have them waiting in your inbox, fully completed.

Why V7 Go

Takes raw data from any source

And populates it into your firm's official templates.

Workflow

Workflow

Import your files

Microsoft Excel

,

Google Sheets

,

Microsoft PowerPoint

Time comparison

Time comparison

Time comparison

Time comparison

Traditional way

1-3 hours per report

1-3 hours per report

With V7 Go agents

1 minute

1 minute

Average time saved

99%

99%

V7 Go

V7 Go

V7 Go

V7 Go

Your data. Your templates.

Perfectly populated, every time.

Your business runs on standardized templates, but populating them is a manual, soul-crushing exercise in copy-pasting. Every day, your teams manually transfer data from raw exports and source documents into your firm's beautifully formatted Excel and PowerPoint templates for reporting, modeling, and client presentations. This is the definition of low-value work. It's slow, tedious, and every manual keystroke is an opportunity for error. Remember the last time you hated formatting a report? Let's make it the last time.

Reporting & Analytics Teams

Automate the final, most tedious step of the reporting process. Stop manually copying data into your templates and let an agent create your pixel-perfect reports automatically.

Reporting & Analytics Teams

Automate the final, most tedious step of the reporting process. Stop manually copying data into your templates and let an agent create your pixel-perfect reports automatically.

Reporting & Analytics Teams

Automate the final, most tedious step of the reporting process. Stop manually copying data into your templates and let an agent create your pixel-perfect reports automatically.

Reporting & Analytics Teams

Automate the final, most tedious step of the reporting process. Stop manually copying data into your templates and let an agent create your pixel-perfect reports automatically.

Operations & Business Leaders

Enforce brand and data consistency across your entire organization. Use a centralized, automated engine to generate all your standard reports, ensuring everyone works from the same template and the same data.

Operations & Business Leaders

Enforce brand and data consistency across your entire organization. Use a centralized, automated engine to generate all your standard reports, ensuring everyone works from the same template and the same data.

Operations & Business Leaders

Enforce brand and data consistency across your entire organization. Use a centralized, automated engine to generate all your standard reports, ensuring everyone works from the same template and the same data.

Operations & Business Leaders

Enforce brand and data consistency across your entire organization. Use a centralized, automated engine to generate all your standard reports, ensuring everyone works from the same template and the same data.

More automations

Other automations

Transform your business
with other AI Agents

More agents

More agents

Business

AI RFI Response Generation Agent

Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.

RFI Automation

Automated Response Generation

Sales Cycle Acceleration

Business

AI RFI Response Generation Agent

Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.

RFI Automation

Automated Response Generation

Sales Cycle Acceleration

Business

AI RFI Response Generation Agent

Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.

RFI Automation

Automated Response Generation

Sales Cycle Acceleration

Business

AI RFI Response Generation Agent

Accelerate your sales cycle by automating RFI responses. This V7 Go agent uses your internal knowledge base to instantly draft accurate answers to prospect questionnaires.

RFI Automation

Automated Response Generation

Sales Cycle Acceleration

Business

AI Risk Report Analysis Agent

Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.

Risk Report Consolidation

Automated Risk Summarization

Enterprise Risk Management

Business

AI Risk Report Analysis Agent

Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.

Risk Report Consolidation

Automated Risk Summarization

Enterprise Risk Management

Business

AI Risk Report Analysis Agent

Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.

Risk Report Consolidation

Automated Risk Summarization

Enterprise Risk Management

Business

AI Risk Report Analysis Agent

Automate the analysis and consolidation of all your internal risk reports. This V7 Go agent reads audit, compliance, and incident reports to create a unified risk summary.

Risk Report Consolidation

Automated Risk Summarization

Enterprise Risk Management

Welcome Go

Welcome Go

Welcome Go

Welcome Go

Your reports, your templates, fully automated

Your reports, your templates, fully automated

Your reports, your templates, fully automated

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

FAQ

FAQ

FAQ

FAQ

Have questions?
Find answers.

How does it know where to put the data in our complex, multi-tab template?

During a simple, one-time setup process, you define the mapping. You tell the agent which source data field should populate which specific named range or cell in your template. It then remembers this mapping for all future runs.

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How does it know where to put the data in our complex, multi-tab template?

During a simple, one-time setup process, you define the mapping. You tell the agent which source data field should populate which specific named range or cell in your template. It then remembers this mapping for all future runs.

+

How does it know where to put the data in our complex, multi-tab template?

During a simple, one-time setup process, you define the mapping. You tell the agent which source data field should populate which specific named range or cell in your template. It then remembers this mapping for all future runs.

+

How does it know where to put the data in our complex, multi-tab template?

During a simple, one-time setup process, you define the mapping. You tell the agent which source data field should populate which specific named range or cell in your template. It then remembers this mapping for all future runs.

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Does this work for PowerPoint presentations as well as Excel?

Yes. The agent is equally powerful at populating PowerPoint templates, and can update text boxes, tables, and even embed charts that have been generated from your data in a single workflow.

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Does this work for PowerPoint presentations as well as Excel?

Yes. The agent is equally powerful at populating PowerPoint templates, and can update text boxes, tables, and even embed charts that have been generated from your data in a single workflow.

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Does this work for PowerPoint presentations as well as Excel?

Yes. The agent is equally powerful at populating PowerPoint templates, and can update text boxes, tables, and even embed charts that have been generated from your data in a single workflow.

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Does this work for PowerPoint presentations as well as Excel?

Yes. The agent is equally powerful at populating PowerPoint templates, and can update text boxes, tables, and even embed charts that have been generated from your data in a single workflow.

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What if our source data format changes?

The workflow is adaptable. Because our data extraction agents read documents contextually, they can often handle changes in the source format automatically. If a major change occurs, the mapping can be quickly updated in minutes.

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What if our source data format changes?

The workflow is adaptable. Because our data extraction agents read documents contextually, they can often handle changes in the source format automatically. If a major change occurs, the mapping can be quickly updated in minutes.

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What if our source data format changes?

The workflow is adaptable. Because our data extraction agents read documents contextually, they can often handle changes in the source format automatically. If a major change occurs, the mapping can be quickly updated in minutes.

+

What if our source data format changes?

The workflow is adaptable. Because our data extraction agents read documents contextually, they can often handle changes in the source format automatically. If a major change occurs, the mapping can be quickly updated in minutes.

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Is this different from the 'Excel Report Generation Agent'?

This is the core engine that powers the report generation agent. This agent is the specialized tool focused solely on the task of populating a template, and it can be chained with other agents that perform analysis or create charts.

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Is this different from the 'Excel Report Generation Agent'?

This is the core engine that powers the report generation agent. This agent is the specialized tool focused solely on the task of populating a template, and it can be chained with other agents that perform analysis or create charts.

+

Is this different from the 'Excel Report Generation Agent'?

This is the core engine that powers the report generation agent. This agent is the specialized tool focused solely on the task of populating a template, and it can be chained with other agents that perform analysis or create charts.

+

Is this different from the 'Excel Report Generation Agent'?

This is the core engine that powers the report generation agent. This agent is the specialized tool focused solely on the task of populating a template, and it can be chained with other agents that perform analysis or create charts.

+

What kind of raw data can it take as an input?

It can take any structured data as an input, most commonly from a CSV file, a database query, or another tab in an Excel file. This raw data is often the output of another V7 Go agent that has extracted it from an unstructured document.

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What kind of raw data can it take as an input?

It can take any structured data as an input, most commonly from a CSV file, a database query, or another tab in an Excel file. This raw data is often the output of another V7 Go agent that has extracted it from an unstructured document.

+

What kind of raw data can it take as an input?

It can take any structured data as an input, most commonly from a CSV file, a database query, or another tab in an Excel file. This raw data is often the output of another V7 Go agent that has extracted it from an unstructured document.

+

What kind of raw data can it take as an input?

It can take any structured data as an input, most commonly from a CSV file, a database query, or another tab in an Excel file. This raw data is often the output of another V7 Go agent that has extracted it from an unstructured document.

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How can we be sure the data was populated correctly?

The agent provides a detailed log of its operations. Furthermore, the data it uses as an input is itself citable back to the ultimate source document, creating a complete, end-to-end chain of verification.

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How can we be sure the data was populated correctly?

The agent provides a detailed log of its operations. Furthermore, the data it uses as an input is itself citable back to the ultimate source document, creating a complete, end-to-end chain of verification.

+

How can we be sure the data was populated correctly?

The agent provides a detailed log of its operations. Furthermore, the data it uses as an input is itself citable back to the ultimate source document, creating a complete, end-to-end chain of verification.

+

How can we be sure the data was populated correctly?

The agent provides a detailed log of its operations. Furthermore, the data it uses as an input is itself citable back to the ultimate source document, creating a complete, end-to-end chain of verification.

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