AI Financial Reconciliation Agent
Delegate your most tedious financial task to a specialized AI agent. It automatically compares transactions between any two sources—bank statements, invoices, GL reports—and instantly highlights the exceptions that require your attention.
Ideal for
Accounting
Audit & Assurance
Financial Operations
See AI Financial Reconciliation Agent in action
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See AI Financial Reconciliation Agent in action
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Bank Reconciliation
See AI Financial Reconciliation Agent in action
Play video
Time comparison
Traditional way
2-3 days per month
With V7 Go agents
30 minutes
Average time saved
95%
Why V7 Go
Multi-Source Reconciliation
Compares any two data sources, including bank statements vs. general ledger, credit card statements vs. expense reports, or accounts receivable sub-ledgers vs. cash receipts.
Multi-Source Reconciliation
Compares any two data sources, including bank statements vs. general ledger, credit card statements vs. expense reports, or accounts receivable sub-ledgers vs. cash receipts.
Intelligent Transaction Matching
Goes beyond exact matches by using AI to identify likely pairs based on amount, date proximity, and description details, dramatically increasing the automated match rate.
Intelligent Transaction Matching
Goes beyond exact matches by using AI to identify likely pairs based on amount, date proximity, and description details, dramatically increasing the automated match rate.
Automated Exception Identification
Automatically generates a clean report of only the items that need human attention, such as unmatched transactions, timing differences, or coding errors.
Automated Exception Identification
Automatically generates a clean report of only the items that need human attention, such as unmatched transactions, timing differences, or coding errors.
Complex Statement Parsing
Reads and extracts data from unstructured PDF bank and credit card statements, turning them into a structured format ready for comparison against your internal records.
Complex Statement Parsing
Reads and extracts data from unstructured PDF bank and credit card statements, turning them into a structured format ready for comparison against your internal records.
Custom Matching Rule Configuration
Define your own specific reconciliation rules, such as a tolerance threshold for small discrepancies or a rule for handling specific transaction types, to tailor the automation to your business.
Custom Matching Rule Configuration
Define your own specific reconciliation rules, such as a tolerance threshold for small discrepancies or a rule for handling specific transaction types, to tailor the automation to your business.
Audit-Ready Workpapers
Generates a clear, auditable reconciliation report that shows the full population of transactions, the items that matched, and the exceptions that were investigated, supporting a clean audit.
Audit-Ready Workpapers
Generates a clear, auditable reconciliation report that shows the full population of transactions, the items that matched, and the exceptions that were investigated, supporting a clean audit.
Compares transactions across any two sources
To create a perfect reconciliation, instantly.
Get started
Import your files
QuickBooks
,
Xero
,
SAP
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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."
James Tomlinson
Managing Director
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."
Trey Heath
CEO of Centerline
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."
Allen Darby
CEO of Alaris Acquisitions
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
