Generate reports 95% faster
Business Performance Analysis Agent
From raw data to clear insights, instantly
Delegate your routine performance reporting to a specialized AI agent. It automatically reads your sales reports, marketing dashboards, and financial summaries to identify key trends, calculate KPIs, and generate a clear performance narrative.
Ideal for
FP&A Teams
Operations
Business Analysts
See Business Performance Analysis Agent in action
Play video
See Business Performance Analysis Agent in action
Play video
See Business Performance Analysis Agent in action
Play video
Monthly Business Review
See Business Performance Analysis Agent in action
Play video
Time comparison
Time comparison
Traditional way
1-2 days
1-2 days
With V7 Go agents
10-15 minutes
10-15 minutes
Average time saved
95%
95%
Why V7 Go
Why V7 Go
Automated KPI Calculation
Automatically extracts data from various reports to calculate and track your key performance indicators (KPIs), such as CAC, LTV, churn rate, and gross margin.
Automated KPI Calculation
Automatically extracts data from various reports to calculate and track your key performance indicators (KPIs), such as CAC, LTV, churn rate, and gross margin.
Automated KPI Calculation
Automatically extracts data from various reports to calculate and track your key performance indicators (KPIs), such as CAC, LTV, churn rate, and gross margin.
Automated KPI Calculation
Automatically extracts data from various reports to calculate and track your key performance indicators (KPIs), such as CAC, LTV, churn rate, and gross margin.
Multi-Source Data Consolidation
Pulls data from disconnected sources—like a Salesforce report, a Google Analytics export, and an accounting summary—into a single, unified performance analysis.
Multi-Source Data Consolidation
Pulls data from disconnected sources—like a Salesforce report, a Google Analytics export, and an accounting summary—into a single, unified performance analysis.
Multi-Source Data Consolidation
Pulls data from disconnected sources—like a Salesforce report, a Google Analytics export, and an accounting summary—into a single, unified performance analysis.
Multi-Source Data Consolidation
Pulls data from disconnected sources—like a Salesforce report, a Google Analytics export, and an accounting summary—into a single, unified performance analysis.
Trend & Outlier Identification
Analyzes time-series data to automatically spot meaningful trends, highlight performance outliers, and flag anomalies that require further investigation.
Trend & Outlier Identification
Analyzes time-series data to automatically spot meaningful trends, highlight performance outliers, and flag anomalies that require further investigation.
Trend & Outlier Identification
Analyzes time-series data to automatically spot meaningful trends, highlight performance outliers, and flag anomalies that require further investigation.
Trend & Outlier Identification
Analyzes time-series data to automatically spot meaningful trends, highlight performance outliers, and flag anomalies that require further investigation.
Narrative Summary Generation
Goes beyond numbers to generate a plain-language summary of the key findings, explaining *what* happened in a format perfect for executive reports and presentations.
Narrative Summary Generation
Goes beyond numbers to generate a plain-language summary of the key findings, explaining *what* happened in a format perfect for executive reports and presentations.
Narrative Summary Generation
Goes beyond numbers to generate a plain-language summary of the key findings, explaining *what* happened in a format perfect for executive reports and presentations.
Narrative Summary Generation
Goes beyond numbers to generate a plain-language summary of the key findings, explaining *what* happened in a format perfect for executive reports and presentations.
Chart & Graph Interpretation
Leverages computer vision to extract key data points and trends directly from charts and graphs in PDF reports or dashboards, turning images into structured data.
Chart & Graph Interpretation
Leverages computer vision to extract key data points and trends directly from charts and graphs in PDF reports or dashboards, turning images into structured data.
Chart & Graph Interpretation
Leverages computer vision to extract key data points and trends directly from charts and graphs in PDF reports or dashboards, turning images into structured data.
Chart & Graph Interpretation
Leverages computer vision to extract key data points and trends directly from charts and graphs in PDF reports or dashboards, turning images into structured data.
Custom Report Population
Delivers all insights and data into your existing reporting templates—whether it's an Excel dashboard, a Google Slides presentation, or a Word document.
Custom Report Population
Delivers all insights and data into your existing reporting templates—whether it's an Excel dashboard, a Google Slides presentation, or a Word document.
Custom Report Population
Delivers all insights and data into your existing reporting templates—whether it's an Excel dashboard, a Google Slides presentation, or a Word document.
Custom Report Population
Delivers all insights and data into your existing reporting templates—whether it's an Excel dashboard, a Google Slides presentation, or a Word document.
Synthesizes data from all your business reports
To provide a single, clear view of performance.
Get started
Get started
Import your files
Salesforce
,
Tableau
,
Google Sheets
Import your files from whereever they are currently stored
All types of Business documents supported
Once imported our system extracts and organises the essentials
Customer voices
Customer voices
Connect AI to your operational reports.
Connect AI to your operational reports.
Spend less time reporting on the past and more time shaping the future.
Spend less time reporting on the past and more time shaping the future.
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Finance
•
Legal
•
Insurance
•
Tax
•
Real Estate
Customer Voices
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
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
“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
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
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
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
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 complex documents.
Up to 200 pages.
Performance data isn't always in a database. This agent is designed to read and extract data from a mix of formats, including PDF exports, multi-tab Excel workbooks, and even the charts and graphs within a PowerPoint deck.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Performance data isn't always in a database. This agent is designed to read and extract data from a mix of formats, including PDF exports, multi-tab Excel workbooks, and even the charts and graphs within a PowerPoint deck.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Performance data isn't always in a database. This agent is designed to read and extract data from a mix of formats, including PDF exports, multi-tab Excel workbooks, and even the charts and graphs within a PowerPoint deck.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Good decisions require precise data. The agent uses AI reasoning to correctly interpret financial and operational tables, ensuring that the KPIs and trends it identifies are based on accurate, reliable numbers from your reports.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Good decisions require precise data. The agent uses AI reasoning to correctly interpret financial and operational tables, ensuring that the KPIs and trends it identifies are based on accurate, reliable numbers from your reports.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Good decisions require precise data. The agent uses AI reasoning to correctly interpret financial and operational tables, ensuring that the KPIs and trends it identifies are based on accurate, reliable numbers from your reports.
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
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
You can trust every insight in your performance summary. Each key metric and finding is visually linked back to the exact table, chart, or sentence in the source documents, providing a clear and transparent audit trail for your analysis.
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 results,
grounded in reality.
You can trust every insight in your performance summary. Each key metric and finding is visually linked back to the exact table, chart, or sentence in the source documents, providing a clear and transparent audit trail for your analysis.
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 results,
grounded in reality.
You can trust every insight in your performance summary. Each key metric and finding is visually linked back to the exact table, chart, or sentence in the source documents, providing a clear and transparent audit trail for your analysis.
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 high-stake industries.
Your company's performance data is your most sensitive information. V7 Go ensures this data remains secure by processing your reports within your private environment, protected by enterprise-grade security controls.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your company's performance data is your most sensitive information. V7 Go ensures this data remains secure by processing your reports within your private environment, protected by enterprise-grade security controls.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your company's performance data is your most sensitive information. V7 Go ensures this data remains secure by processing your reports within your private environment, protected by enterprise-grade security controls.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Next steps
Next steps
Ready to automate your most tedious reports?
Send us a set of your monthly reports. We'll show you how our AI agent can automatically generate a comprehensive performance summary 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:
Answers
Answers
What you need to know about our
Business Performance Analysis Agent
What kind of data sources can it analyze?
The agent can analyze a wide variety of structured and unstructured documents, including exported reports from your CRM and BI tools (e.g., Salesforce, Tableau), financial statements, spreadsheets, and even text-heavy summary emails.
+
What kind of data sources can it analyze?
The agent can analyze a wide variety of structured and unstructured documents, including exported reports from your CRM and BI tools (e.g., Salesforce, Tableau), financial statements, spreadsheets, and even text-heavy summary emails.
+
What kind of data sources can it analyze?
The agent can analyze a wide variety of structured and unstructured documents, including exported reports from your CRM and BI tools (e.g., Salesforce, Tableau), financial statements, spreadsheets, and even text-heavy summary emails.
+
How does it handle reports with different formats?
The agent is designed to be format-agnostic. It uses AI to understand the context and structure of a document, allowing it to find the right data points even if the column order or naming conventions change from one report to the next.
+
How does it handle reports with different formats?
The agent is designed to be format-agnostic. It uses AI to understand the context and structure of a document, allowing it to find the right data points even if the column order or naming conventions change from one report to the next.
+
How does it handle reports with different formats?
The agent is designed to be format-agnostic. It uses AI to understand the context and structure of a document, allowing it to find the right data points even if the column order or naming conventions change from one report to the next.
+
Can we define our own custom KPIs for it to calculate?
Yes. You can configure the agent with the formulas for your firm's specific KPIs. The agent will then extract the component numbers from the source documents and perform the calculations as part of its automated workflow.
+
Can we define our own custom KPIs for it to calculate?
Yes. You can configure the agent with the formulas for your firm's specific KPIs. The agent will then extract the component numbers from the source documents and perform the calculations as part of its automated workflow.
+
Can we define our own custom KPIs for it to calculate?
Yes. You can configure the agent with the formulas for your firm's specific KPIs. The agent will then extract the component numbers from the source documents and perform the calculations as part of its automated workflow.
+
Is every number and finding auditable?
Absolutely. Every metric, trend, and summary point in the final report is linked with a visual citation directly back to its source in the original documents, providing a complete and trustworthy audit trail.
+
Is every number and finding auditable?
Absolutely. Every metric, trend, and summary point in the final report is linked with a visual citation directly back to its source in the original documents, providing a complete and trustworthy audit trail.
+
Is every number and finding auditable?
Absolutely. Every metric, trend, and summary point in the final report is linked with a visual citation directly back to its source in the original documents, providing a complete and trustworthy audit trail.
+
How is this different from a standard BI dashboard tool like Tableau?
BI dashboards are great for visualizing structured data. This agent specializes in reading the *unstructured* documents that feed those dashboards—like PDF reports and text summaries—and creating the structured data needed for analysis. It can even read the charts your BI tool creates.
+
How is this different from a standard BI dashboard tool like Tableau?
BI dashboards are great for visualizing structured data. This agent specializes in reading the *unstructured* documents that feed those dashboards—like PDF reports and text summaries—and creating the structured data needed for analysis. It can even read the charts your BI tool creates.
+
How is this different from a standard BI dashboard tool like Tableau?
BI dashboards are great for visualizing structured data. This agent specializes in reading the *unstructured* documents that feed those dashboards—like PDF reports and text summaries—and creating the structured data needed for analysis. It can even read the charts your BI tool creates.
+
Can it be scheduled to run automatically?
Yes. You can schedule the agent to run on a daily, weekly, or monthly basis to completely automate your recurring performance reporting cycles.
+
Can it be scheduled to run automatically?
Yes. You can schedule the agent to run on a daily, weekly, or monthly basis to completely automate your recurring performance reporting cycles.
+
Can it be scheduled to run automatically?
Yes. You can schedule the agent to run on a daily, weekly, or monthly basis to completely automate your recurring performance reporting cycles.
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