90% faster client analysis
AI Treasury Management Sales Officer Agent
From data analysis to deal recommendations
Delegate the analytical work of understanding client liquidity needs to a specialized AI agent. It analyzes cash flow patterns, identifies seasonal trends, flags working capital gaps, and surfaces product opportunities—enabling your sales team to focus on relationship building and closing deals.
Ideal for
Treasury Sales Officers
Commercial Bankers
Liquidity Managers
See AI Treasury Management Sales Officer Agent in action
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See AI Treasury Management Sales Officer Agent in action
Play video
See AI Treasury Management Sales Officer Agent in action
Play video
Client Liquidity Analysis
See AI Treasury Management Sales Officer Agent in action
Play video
Time comparison
Time comparison
Traditional way
3-5 days per client
With V7 Go agents
30-45 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Automated Cash Flow Pattern Recognition
Instantly identifies seasonal trends, cyclical patterns, and anomalies in client operating accounts. Detects working capital peaks and troughs that signal product opportunities.
Automated Cash Flow Pattern Recognition
Instantly identifies seasonal trends, cyclical patterns, and anomalies in client operating accounts. Detects working capital peaks and troughs that signal product opportunities.
Automated Cash Flow Pattern Recognition
Instantly identifies seasonal trends, cyclical patterns, and anomalies in client operating accounts. Detects working capital peaks and troughs that signal product opportunities.
Automated Cash Flow Pattern Recognition
Instantly identifies seasonal trends, cyclical patterns, and anomalies in client operating accounts. Detects working capital peaks and troughs that signal product opportunities.
Liquidity Gap Identification
Flags periods where clients face cash shortfalls or excess liquidity, pinpointing exact moments when liquidity management products deliver maximum value.
Liquidity Gap Identification
Flags periods where clients face cash shortfalls or excess liquidity, pinpointing exact moments when liquidity management products deliver maximum value.
Liquidity Gap Identification
Flags periods where clients face cash shortfalls or excess liquidity, pinpointing exact moments when liquidity management products deliver maximum value.
Liquidity Gap Identification
Flags periods where clients face cash shortfalls or excess liquidity, pinpointing exact moments when liquidity management products deliver maximum value.
Product Recommendation Engine
Matches identified liquidity needs to specific treasury products—from sweep accounts and credit facilities to investment options—with clear rationale for each recommendation.
Product Recommendation Engine
Matches identified liquidity needs to specific treasury products—from sweep accounts and credit facilities to investment options—with clear rationale for each recommendation.
Product Recommendation Engine
Matches identified liquidity needs to specific treasury products—from sweep accounts and credit facilities to investment options—with clear rationale for each recommendation.
Product Recommendation Engine
Matches identified liquidity needs to specific treasury products—from sweep accounts and credit facilities to investment options—with clear rationale for each recommendation.
Multi-Period Financial Analysis
Processes years of bank statements, balance sheets, and cash flow data simultaneously to uncover patterns that manual review would miss or take weeks to identify.
Multi-Period Financial Analysis
Processes years of bank statements, balance sheets, and cash flow data simultaneously to uncover patterns that manual review would miss or take weeks to identify.
Multi-Period Financial Analysis
Processes years of bank statements, balance sheets, and cash flow data simultaneously to uncover patterns that manual review would miss or take weeks to identify.
Multi-Period Financial Analysis
Processes years of bank statements, balance sheets, and cash flow data simultaneously to uncover patterns that manual review would miss or take weeks to identify.
Competitive Benchmarking Insights
Compares client liquidity metrics against industry standards and peer groups, helping you position products as solutions to competitive disadvantages.
Competitive Benchmarking Insights
Compares client liquidity metrics against industry standards and peer groups, helping you position products as solutions to competitive disadvantages.
Competitive Benchmarking Insights
Compares client liquidity metrics against industry standards and peer groups, helping you position products as solutions to competitive disadvantages.
Competitive Benchmarking Insights
Compares client liquidity metrics against industry standards and peer groups, helping you position products as solutions to competitive disadvantages.
Audit-Ready Documentation
Every recommendation is backed by specific data points and linked directly to source documents, creating a defensible record of your analysis and recommendations.
Audit-Ready Documentation
Every recommendation is backed by specific data points and linked directly to source documents, creating a defensible record of your analysis and recommendations.
Audit-Ready Documentation
Every recommendation is backed by specific data points and linked directly to source documents, creating a defensible record of your analysis and recommendations.
Audit-Ready Documentation
Every recommendation is backed by specific data points and linked directly to source documents, creating a defensible record of your analysis and recommendations.
Analyzes comprehensive financial data
To surface liquidity management opportunities.
Get started
Get started
Import your files
Salesforce
,
QuickBooks
,
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
Customer voices
Customer voices
Connect AI to your sales strategy.
Connect AI to your sales strategy.
Identify opportunities faster than your competition.
Identify opportunities faster than your competition.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
Industrial equipment sales
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.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
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.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting diverse financial data.
From any source.
Client financial data comes in many formats. This agent handles bank statements, balance sheets, and transaction histories from multiple sources—PDFs, Excel files, direct feeds, and legacy systems. It normalizes inconsistent data structures and extracts insights regardless of format.
Input types
Multiple Formats
Multi-Year Data
Legacy Systems
Real-Time Feeds
Document types
PDFs
Spreadsheets
Tables
API Feeds
CSV Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting diverse financial data.
From any source.
Client financial data comes in many formats. This agent handles bank statements, balance sheets, and transaction histories from multiple sources—PDFs, Excel files, direct feeds, and legacy systems. It normalizes inconsistent data structures and extracts insights regardless of format.
Input types
Multiple Formats
Multi-Year Data
Legacy Systems
Real-Time Feeds
Document types
PDFs
Spreadsheets
Tables
API Feeds
CSV Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting diverse financial data.
From any source.
Client financial data comes in many formats. This agent handles bank statements, balance sheets, and transaction histories from multiple sources—PDFs, Excel files, direct feeds, and legacy systems. It normalizes inconsistent data structures and extracts insights regardless of format.
Input types
Multiple Formats
Multi-Year Data
Legacy Systems
Real-Time Feeds
Document types
PDFs
Spreadsheets
Tables
API Feeds
CSV Files
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through financial reasoning.
Financial analysis demands precision. This agent uses multi-step workflows to ensure cash flow calculations, trend identification, and product recommendations are accurate and defensible. Every metric is verified against source data.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through financial reasoning.
Financial analysis demands precision. This agent uses multi-step workflows to ensure cash flow calculations, trend identification, and product recommendations are accurate and defensible. Every metric is verified against source data.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through financial reasoning.
Financial analysis demands precision. This agent uses multi-step workflows to ensure cash flow calculations, trend identification, and product recommendations are accurate and defensible. Every metric is verified against source data.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy insights,
backed by data.
Every recommendation is visually linked to the specific data points that support it. You can instantly verify the analysis, trace the logic, and present findings to clients with complete confidence in the underlying data.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy insights,
backed by data.
Every recommendation is visually linked to the specific data points that support it. You can instantly verify the analysis, trace the logic, and present findings to clients with complete confidence in the underlying data.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy insights,
backed by data.
Every recommendation is visually linked to the specific data points that support it. You can instantly verify the analysis, trace the logic, and present findings to clients with complete confidence in the underlying data.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for financial institutions.
Client financial data is highly sensitive. V7 Go processes all data within your secure environment, complies with banking regulations and data privacy standards, and ensures client information is never shared or used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Client financial data is highly sensitive. V7 Go processes all data within your secure environment, complies with banking regulations and data privacy standards, and ensures client information is never shared or used for external purposes.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for financial institutions.
Client financial data is highly sensitive. V7 Go processes all data within your secure environment, complies with banking regulations and data privacy standards, and ensures client information is never shared or used for external purposes.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
Answers
What you need to know about our
AI Treasury Management Sales Officer Agent
What financial data does the agent analyze?
The agent processes bank statements, balance sheets, income statements, cash flow statements, and transaction histories. It can handle data in multiple formats—PDFs, Excel spreadsheets, and direct bank feeds—and automatically normalizes inconsistent data structures.
+
What financial data does the agent analyze?
The agent processes bank statements, balance sheets, income statements, cash flow statements, and transaction histories. It can handle data in multiple formats—PDFs, Excel spreadsheets, and direct bank feeds—and automatically normalizes inconsistent data structures.
+
What financial data does the agent analyze?
The agent processes bank statements, balance sheets, income statements, cash flow statements, and transaction histories. It can handle data in multiple formats—PDFs, Excel spreadsheets, and direct bank feeds—and automatically normalizes inconsistent data structures.
+
How does it identify product opportunities?
The agent analyzes liquidity patterns against your firm's product portfolio and playbook. It matches identified gaps and needs to specific products, considering factors like client size, industry, and existing relationships to recommend the most relevant solutions.
+
How does it identify product opportunities?
The agent analyzes liquidity patterns against your firm's product portfolio and playbook. It matches identified gaps and needs to specific products, considering factors like client size, industry, and existing relationships to recommend the most relevant solutions.
+
How does it identify product opportunities?
The agent analyzes liquidity patterns against your firm's product portfolio and playbook. It matches identified gaps and needs to specific products, considering factors like client size, industry, and existing relationships to recommend the most relevant solutions.
+
Can it work with our existing client data systems?
Yes. The agent integrates with major banking platforms, CRM systems, and data warehouses. It can pull client financial data directly from your systems or process uploaded files, and it can push recommendations back into your CRM for seamless workflow integration.
+
Can it work with our existing client data systems?
Yes. The agent integrates with major banking platforms, CRM systems, and data warehouses. It can pull client financial data directly from your systems or process uploaded files, and it can push recommendations back into your CRM for seamless workflow integration.
+
Can it work with our existing client data systems?
Yes. The agent integrates with major banking platforms, CRM systems, and data warehouses. It can pull client financial data directly from your systems or process uploaded files, and it can push recommendations back into your CRM for seamless workflow integration.
+
How accurate are the liquidity recommendations?
The agent achieves high accuracy by combining multi-period financial analysis with your firm's product expertise and market knowledge. Every recommendation includes specific supporting data points and confidence levels, allowing your team to quickly validate and refine suggestions.
+
How accurate are the liquidity recommendations?
The agent achieves high accuracy by combining multi-period financial analysis with your firm's product expertise and market knowledge. Every recommendation includes specific supporting data points and confidence levels, allowing your team to quickly validate and refine suggestions.
+
How accurate are the liquidity recommendations?
The agent achieves high accuracy by combining multi-period financial analysis with your firm's product expertise and market knowledge. Every recommendation includes specific supporting data points and confidence levels, allowing your team to quickly validate and refine suggestions.
+
How does it handle confidential client data?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed in your secure environment, never shared with third parties, and handled in compliance with banking regulations and data privacy standards.
+
How does it handle confidential client data?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed in your secure environment, never shared with third parties, and handled in compliance with banking regulations and data privacy standards.
+
How does it handle confidential client data?
V7 Go is built with enterprise-grade security for financial institutions. Client data is processed in your secure environment, never shared with third parties, and handled in compliance with banking regulations and data privacy standards.
+
What is the output format for recommendations?
The agent delivers structured recommendations in multiple formats—JSON, Excel, or direct CRM integration. Each recommendation includes the identified need, suggested product, supporting financial metrics, and implementation timeline for immediate action.
+
What is the output format for recommendations?
The agent delivers structured recommendations in multiple formats—JSON, Excel, or direct CRM integration. Each recommendation includes the identified need, suggested product, supporting financial metrics, and implementation timeline for immediate action.
+
What is the output format for recommendations?
The agent delivers structured recommendations in multiple formats—JSON, Excel, or direct CRM integration. Each recommendation includes the identified need, suggested product, supporting financial metrics, and implementation timeline for immediate action.
+
Next steps
Next steps
Still manually analyzing client financials?
Send us a client's bank statements and financial data. We'll show you how our agent surfaces product opportunities in minutes.
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: