AI Financial Data Extraction Agent
Stop copying numbers by hand. This specialized AI agent reads financial documents, extracts key metrics and line items, and delivers clean, structured data ready for your models and databases. Handle any format—from pristine PDFs to scanned legacy documents.
Ideal for
Financial Analysts
Accounting Teams
Investment Teams
See AI Financial Data Extraction Agent in action
Play video
See AI Financial Data Extraction Agent in action
Play video
Q3 Financial Statement Analysis
See AI Financial Data Extraction Agent in action
Play video
Time comparison
Traditional way
3-5 hours per statement
With V7 Go agents
5-10 minutes
Average time saved
90%
Why V7 Go
Automated Line Item Extraction
Pulls every line item from income statements, balance sheets, and cash flow statements, preserving structure and hierarchy for accurate financial analysis.
Automated Line Item Extraction
Pulls every line item from income statements, balance sheets, and cash flow statements, preserving structure and hierarchy for accurate financial analysis.
Multi-Format Document Handling
Processes PDFs, scanned documents, Excel files, and mixed layouts without requiring manual reformatting or data cleanup.
Multi-Format Document Handling
Processes PDFs, scanned documents, Excel files, and mixed layouts without requiring manual reformatting or data cleanup.
Automatic Ratio & Metric Calculation
Calculates derived metrics like gross margin, current ratio, and debt-to-equity automatically from extracted line items.
Automatic Ratio & Metric Calculation
Calculates derived metrics like gross margin, current ratio, and debt-to-equity automatically from extracted line items.
Structured Output Ready for Integration
Delivers data in JSON, CSV, or Excel format that integrates directly into your financial models, databases, and BI tools.
Structured Output Ready for Integration
Delivers data in JSON, CSV, or Excel format that integrates directly into your financial models, databases, and BI tools.
Period-Over-Period Comparison
Extracts data from multiple periods simultaneously, enabling instant trend analysis and variance identification.
Period-Over-Period Comparison
Extracts data from multiple periods simultaneously, enabling instant trend analysis and variance identification.
Fully Cited and Verifiable Results
Every extracted number is linked back to its source location in the original document, creating a complete audit trail.
Fully Cited and Verifiable Results
Every extracted number is linked back to its source location in the original document, creating a complete audit trail.
Extracts data from any financial document
In seconds, not hours.
Get started
Import your files
Google Sheets
,
Microsoft Excel
,
Snowflake
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
More agents
Explore more agents to help you accelerate your financial workflows
More agents
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
Deal Agreement Analysis Agent
Automates covenant extraction from deal agreements to identify financial restrictions and compliance triggers.
Finance
•
Covenant Extraction
•
Threshold Identification
•
Amendment Tracking
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Operational Due Diligence Agent
Automates operational due diligence by analyzing HR, IT, compliance, and vendor documents to flag risks.
Finance
•
Operational Risk Detection
•
IT Infrastructure Analysis
•
HR & Talent Assessment
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tear Sheet Generation Agent
Automatically generates formatted investment tear sheets from deal documents and financial data.
Finance
•
Automated Data Extraction
•
Template Formatting
•
Criteria Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Compliance Agent
Automatically verifies tax compliance across invoices, contracts, and financial documents to prevent penalties.
Finance
•
Tax Code Verification
•
VAT Compliance Checking
•
Regulatory Requirement Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Tax Due Diligence Agent
Automates tax due diligence to identify PE risks, transfer pricing issues, and compliance gaps in M&A transactions.
Finance
•
PE Risk Detection
•
Transfer Pricing Analysis
•
Entity Structure Mapping
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
AI Portfolio Reporting Agent
Automates portfolio performance reporting by consolidating data and generating custom reports.
Finance
•
Automated Portfolio Reporting
•
Performance Consolidation
•
Investor Reporting
Get ->
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
