AI Statement Processing Agent
Turn your statements into structured data, instantly
Turn your statements into structured data, instantly
Delegate the processing of all your financial statements to a specialized AI agent. It reads any bank, credit card, custodial, or manager statement, intelligently extracts all transactions and balances, and delivers clean, structured data ready for reconciliation and reporting.
Why V7 Go
Why V7 Go
Handles Any Statement Format
Uses AI to read and understand statements from any financial institution—banks, credit cards, custodians, fund managers—regardless of their unique, inconsistent layouts.
Handles Any Statement Format
Uses AI to read and understand statements from any financial institution—banks, credit cards, custodians, fund managers—regardless of their unique, inconsistent layouts.
Handles Any Statement Format
Uses AI to read and understand statements from any financial institution—banks, credit cards, custodians, fund managers—regardless of their unique, inconsistent layouts.
Comprehensive Data Extraction
Extracts all critical data, including account details, beginning and ending balances, and detailed transaction line items (date, description, amount).
Comprehensive Data Extraction
Extracts all critical data, including account details, beginning and ending balances, and detailed transaction line items (date, description, amount).
Comprehensive Data Extraction
Extracts all critical data, including account details, beginning and ending balances, and detailed transaction line items (date, description, amount).
Processes Scanned & Protected Files
Works with real-world documents, using advanced OCR to read low-quality scans and integrating securely with password handlers to process encrypted PDFs automatically.
Processes Scanned & Protected Files
Works with real-world documents, using advanced OCR to read low-quality scans and integrating securely with password handlers to process encrypted PDFs automatically.
Processes Scanned & Protected Files
Works with real-world documents, using advanced OCR to read low-quality scans and integrating securely with password handlers to process encrypted PDFs automatically.
Data Ready for Reconciliation
Delivers clean, standardized, and transaction-level data in a structured format, providing the perfect input for automated reconciliation against your general ledger.
Data Ready for Reconciliation
Delivers clean, standardized, and transaction-level data in a structured format, providing the perfect input for automated reconciliation against your general ledger.
Data Ready for Reconciliation
Delivers clean, standardized, and transaction-level data in a structured format, providing the perfect input for automated reconciliation against your general ledger.
Enables Portfolio Reporting
Acts as the data aggregation engine for complex portfolios, consolidating position and performance data from dozens of custodial and manager statements into a single, unified view.
Enables Portfolio Reporting
Acts as the data aggregation engine for complex portfolios, consolidating position and performance data from dozens of custodial and manager statements into a single, unified view.
Enables Portfolio Reporting
Acts as the data aggregation engine for complex portfolios, consolidating position and performance data from dozens of custodial and manager statements into a single, unified view.
Cited for 100% Auditability
Every single balance and transaction extracted is visually linked back to the source line item on the original PDF statement, creating a fully transparent and auditable process.
Cited for 100% Auditability
Every single balance and transaction extracted is visually linked back to the source line item on the original PDF statement, creating a fully transparent and auditable process.
Cited for 100% Auditability
Every single balance and transaction extracted is visually linked back to the source line item on the original PDF statement, creating a fully transparent and auditable process.
Why V7 Go
Reads any financial statement, from any institution
To create a single, clean, and standardized data feed.
Workflow
Workflow
Import your files
QuickBooks
,
SharePoint
,
Microsoft Excel
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
Hours of data entry
Hours of data entry
With V7 Go agents
Minutes
Minutes
Average time saved
98%
98%
V7 Go
V7 Go
V7 Go
V7 Go
Automate the foundation of your financial operations.
Turn every statement into usable data.
You are drowning in a sea of monthly statements from banks, custodians, and managers, and manually processing them is a soul-crushing bottleneck. Your operations and finance teams spend weeks every quarter on the tedious work of downloading, opening, and extracting key data from hundreds of PDF statements, each with a unique, inconsistent format. This manual process is the primary reason reconciliations are slow and reporting is delayed. What if you never had to read one of those statements again?
Family Offices & Wealth Managers
Automate the aggregation of data from hundreds of different custodial and bank statements. Free your operations team from manual data entry to focus on client service and analysis.
Family Offices & Wealth Managers
Automate the aggregation of data from hundreds of different custodial and bank statements. Free your operations team from manual data entry to focus on client service and analysis.
Family Offices & Wealth Managers
Automate the aggregation of data from hundreds of different custodial and bank statements. Free your operations team from manual data entry to focus on client service and analysis.
Family Offices & Wealth Managers
Automate the aggregation of data from hundreds of different custodial and bank statements. Free your operations team from manual data entry to focus on client service and analysis.
Accounting & Audit Teams
Drastically accelerate your reconciliation and audit processes. Let an AI agent handle the tedious work of extracting transaction data from PDF statements so you can focus on the analysis.
Accounting & Audit Teams
Drastically accelerate your reconciliation and audit processes. Let an AI agent handle the tedious work of extracting transaction data from PDF statements so you can focus on the analysis.
Accounting & Audit Teams
Drastically accelerate your reconciliation and audit processes. Let an AI agent handle the tedious work of extracting transaction data from PDF statements so you can focus on the analysis.
Accounting & Audit Teams
Drastically accelerate your reconciliation and audit processes. Let an AI agent handle the tedious work of extracting transaction data from PDF statements so you can focus on the analysis.
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Accelerate your PE deal process. This V7 Go agent automates due diligence by analyzing data rooms, extracting financials, summarizing risks, and drafting investment memos.
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Welcome Go
Welcome Go
Welcome Go
Welcome Go
Turn your statements into structured data, instantly
Turn your statements into structured data, instantly
Turn your statements into structured data, instantly
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 the fact that every bank's statement looks completely different?
V7 Go's AI reads statements based on contextual understanding, not fixed templates. It looks for concepts like 'Transaction Date' or 'Ending Balance,' allowing it to adapt to the thousands of different statement formats in the wild.
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How does it handle the fact that every bank's statement looks completely different?
V7 Go's AI reads statements based on contextual understanding, not fixed templates. It looks for concepts like 'Transaction Date' or 'Ending Balance,' allowing it to adapt to the thousands of different statement formats in the wild.
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How does it handle the fact that every bank's statement looks completely different?
V7 Go's AI reads statements based on contextual understanding, not fixed templates. It looks for concepts like 'Transaction Date' or 'Ending Balance,' allowing it to adapt to the thousands of different statement formats in the wild.
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How does it handle the fact that every bank's statement looks completely different?
V7 Go's AI reads statements based on contextual understanding, not fixed templates. It looks for concepts like 'Transaction Date' or 'Ending Balance,' allowing it to adapt to the thousands of different statement formats in the wild.
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Can it handle statements with transactions that span multiple pages?
Yes. The platform is designed to intelligently recognize and stitch together tables and data that are broken across page breaks, ensuring you get a complete and accurate transaction list.
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Can it handle statements with transactions that span multiple pages?
Yes. The platform is designed to intelligently recognize and stitch together tables and data that are broken across page breaks, ensuring you get a complete and accurate transaction list.
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Can it handle statements with transactions that span multiple pages?
Yes. The platform is designed to intelligently recognize and stitch together tables and data that are broken across page breaks, ensuring you get a complete and accurate transaction list.
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Can it handle statements with transactions that span multiple pages?
Yes. The platform is designed to intelligently recognize and stitch together tables and data that are broken across page breaks, ensuring you get a complete and accurate transaction list.
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What is the output of the agent?
The agent delivers clean, structured data, typically as a CSV or Excel file, with standardized columns for date, description, amount, etc., ready for use in your reconciliation or reporting systems.
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What is the output of the agent?
The agent delivers clean, structured data, typically as a CSV or Excel file, with standardized columns for date, description, amount, etc., ready for use in your reconciliation or reporting systems.
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What is the output of the agent?
The agent delivers clean, structured data, typically as a CSV or Excel file, with standardized columns for date, description, amount, etc., ready for use in your reconciliation or reporting systems.
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What is the output of the agent?
The agent delivers clean, structured data, typically as a CSV or Excel file, with standardized columns for date, description, amount, etc., ready for use in your reconciliation or reporting systems.
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How does it differ from the 'Statement Normalization Agent'?
This agent focuses on the core task of *extracting* the raw data from any statement. The Normalization Agent takes the *output* from this agent (and others) and performs the next step of mapping it to a standard chart of accounts for comparison.
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How does it differ from the 'Statement Normalization Agent'?
This agent focuses on the core task of *extracting* the raw data from any statement. The Normalization Agent takes the *output* from this agent (and others) and performs the next step of mapping it to a standard chart of accounts for comparison.
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How does it differ from the 'Statement Normalization Agent'?
This agent focuses on the core task of *extracting* the raw data from any statement. The Normalization Agent takes the *output* from this agent (and others) and performs the next step of mapping it to a standard chart of accounts for comparison.
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How does it differ from the 'Statement Normalization Agent'?
This agent focuses on the core task of *extracting* the raw data from any statement. The Normalization Agent takes the *output* from this agent (and others) and performs the next step of mapping it to a standard chart of accounts for comparison.
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Can it be scheduled to run automatically?
Yes. You can create a workflow where this agent automatically processes all new statements that arrive in a dedicated email inbox or SharePoint folder on a daily or weekly basis.
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Can it be scheduled to run automatically?
Yes. You can create a workflow where this agent automatically processes all new statements that arrive in a dedicated email inbox or SharePoint folder on a daily or weekly basis.
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Can it be scheduled to run automatically?
Yes. You can create a workflow where this agent automatically processes all new statements that arrive in a dedicated email inbox or SharePoint folder on a daily or weekly basis.
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Can it be scheduled to run automatically?
Yes. You can create a workflow where this agent automatically processes all new statements that arrive in a dedicated email inbox or SharePoint folder on a daily or weekly basis.
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How do we know the extracted transaction data is accurate?
Through visual grounding. Every line item in the output spreadsheet is linked back to the original statement. Your team can instantly verify any transaction by clicking the citation to see the highlighted source on the PDF.
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How do we know the extracted transaction data is accurate?
Through visual grounding. Every line item in the output spreadsheet is linked back to the original statement. Your team can instantly verify any transaction by clicking the citation to see the highlighted source on the PDF.
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How do we know the extracted transaction data is accurate?
Through visual grounding. Every line item in the output spreadsheet is linked back to the original statement. Your team can instantly verify any transaction by clicking the citation to see the highlighted source on the PDF.
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How do we know the extracted transaction data is accurate?
Through visual grounding. Every line item in the output spreadsheet is linked back to the original statement. Your team can instantly verify any transaction by clicking the citation to see the highlighted source on the PDF.
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