AI Bank Statement Processing Agent

Delegate bank statement processing to a specialized AI agent. It extracts transactions from any statement format, normalizes data, reconciles against your general ledger, and flags discrepancies—all with complete visual citations for audit compliance.

Ideal for

Finance Teams

Accounting Operations

Internal Audit

See AI Bank Statement Processing Agent in action

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See AI Bank Statement Processing Agent in action

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Monthly Reconciliation - Q4 2024

See AI Bank Statement Processing Agent in action

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Time comparison

Traditional way

4-8 hours per month

With V7 Go agents

15-30 minutes

Average time saved

90%

Why V7 Go

Automated Transaction Extraction

Extracts every transaction from bank statements regardless of format—PDF, CSV, or proprietary bank exports—and normalizes data into a standardized structure for seamless reconciliation.

Automated Transaction Extraction

Extracts every transaction from bank statements regardless of format—PDF, CSV, or proprietary bank exports—and normalizes data into a standardized structure for seamless reconciliation.

Intelligent GL Matching

Automatically matches extracted transactions to general ledger entries using amount, date, and description logic, reducing manual lookup time and catching timing differences instantly.

Intelligent GL Matching

Automatically matches extracted transactions to general ledger entries using amount, date, and description logic, reducing manual lookup time and catching timing differences instantly.

Discrepancy Detection

Identifies unmatched transactions, duplicate entries, and unusual patterns that warrant investigation, surfacing potential errors before they impact financial reporting.

Discrepancy Detection

Identifies unmatched transactions, duplicate entries, and unusual patterns that warrant investigation, surfacing potential errors before they impact financial reporting.

Multi-Account Processing

Processes statements from multiple bank accounts and currencies simultaneously, consolidating results into a single reconciliation report for faster month-end close.

Multi-Account Processing

Processes statements from multiple bank accounts and currencies simultaneously, consolidating results into a single reconciliation report for faster month-end close.

Complete Audit Trail

Every extracted transaction and reconciliation decision is visually linked to its source in the original statement, creating a defensible audit trail for compliance and internal controls.

Complete Audit Trail

Every extracted transaction and reconciliation decision is visually linked to its source in the original statement, creating a defensible audit trail for compliance and internal controls.

Variance Analysis

Calculates and highlights variances between statement balances and GL balances, helping you understand the root cause of discrepancies and resolve them faster.

Variance Analysis

Calculates and highlights variances between statement balances and GL balances, helping you understand the root cause of discrepancies and resolve them faster.

Processes statements from any source

To deliver complete reconciliation in minutes.

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Import your files

QuickBooks

,

Xero Accounting

,

Google Sheets

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.