AI Statement Processing Agent
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.
Ideal for
Family Offices
Fund Administrators
Accounting Teams
See AI Statement Processing Agent in action
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See AI Statement Processing Agent in action
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Quarterly Data Consolidation
See AI Statement Processing Agent in action
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Time comparison
Traditional way
Hours of data entry
With V7 Go agents
Minutes
Average time saved
98%
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.
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.
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.
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.
Reads any financial statement, from any institution
To create a single, clean, and standardized data feed.
Get started
Import your files
QuickBooks
,
SharePoint
,
Microsoft Excel
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."
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
