Accelerate your month-end close
AI Financial Reconciliation Agent
Reconcile accounts in minutes, not days
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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See AI Financial Reconciliation Agent in action
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Bank Reconciliation
See AI Financial Reconciliation Agent in action
Play video
Time comparison
Time comparison
Traditional way
2-3 days per month
With V7 Go agents
30 minutes
Average time saved
95%
Why V7 Go
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.
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.
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.
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.
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.
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.
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
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
Built for the teams that handle high-stakes work
Built to scale workflows for teams that need speed and accuracy.
For Teams
For Teams
Accounting & Finance Teams
Accounting & Finance Teams
Accounting & Finance Teams
Transform your month-end close. Automate the most tedious reconciliation tasks to free up your accountants to focus on variance analysis and strategic financial work.
Transform your month-end close. Automate the most tedious reconciliation tasks to free up your accountants to focus on variance analysis and strategic financial work.
Transform your month-end close. Automate the most tedious reconciliation tasks to free up your accountants to focus on variance analysis and strategic financial work.
Audit & Assurance Professionals
Audit & Assurance Professionals
Audit & Assurance Professionals
Accelerate your audit procedures. Use the agent to automate the testing of bank reconciliations, quickly identifying client errors and focusing your effort on the highest-risk areas.
Accelerate your audit procedures. Use the agent to automate the testing of bank reconciliations, quickly identifying client errors and focusing your effort on the highest-risk areas.
Accelerate your audit procedures. Use the agent to automate the testing of bank reconciliations, quickly identifying client errors and focusing your effort on the highest-risk areas.
Customer voices
Customer voices
Connect AI to your financial systems.
Connect AI to your financial systems.
Turn your manual month-end close into a fast, automated workflow.
Turn your manual month-end close into a fast, automated workflow.
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 complex documents.
Up to 200 pages.
Financial data lives in many formats. This agent ingests transaction data from any source, including multi-page PDF bank statements, CSV exports from your ERP, and scanned credit card receipts, to create a unified view.
Input types
50+ languages
Data Feeds
200 pages
Multi-modal
Document types
PDFs
CSV Files
Complex Tables
Low-Quality Scans
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Financial data lives in many formats. This agent ingests transaction data from any source, including multi-page PDF bank statements, CSV exports from your ERP, and scanned credit card receipts, to create a unified view.
Input types
50+ languages
Data Feeds
200 pages
Multi-modal
Document types
PDFs
CSV Files
Complex Tables
Low-Quality Scans
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Financial data lives in many formats. This agent ingests transaction data from any source, including multi-page PDF bank statements, CSV exports from your ERP, and scanned credit card receipts, to create a unified view.
Input types
50+ languages
Data Feeds
200 pages
Multi-modal
Document types
PDFs
CSV Files
Complex Tables
Low-Quality Scans
Spreadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
A clean financial close depends on precise matching. The agent uses AI reasoning to intelligently identify likely matches based on amounts and dates, and is configured to handle complex scenarios like one-to-many transactions.
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 GenAI reasoning.
A clean financial close depends on precise matching. The agent uses AI reasoning to intelligently identify likely matches based on amounts and dates, and is configured to handle complex scenarios like one-to-many transactions.
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 GenAI reasoning.
A clean financial close depends on precise matching. The agent uses AI reasoning to intelligently identify likely matches based on amounts and dates, and is configured to handle complex scenarios like one-to-many transactions.
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 results,
grounded in reality.
Every reconciliation is fully auditable. The exception report provides visual citations that show you the unmatched transactions on both the bank statement and the GL side-by-side, making investigation quick and easy.
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.
Every reconciliation is fully auditable. The exception report provides visual citations that show you the unmatched transactions on both the bank statement and the GL side-by-side, making investigation quick and easy.
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.
Every reconciliation is fully auditable. The exception report provides visual citations that show you the unmatched transactions on both the bank statement and the GL side-by-side, making investigation quick and easy.
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 detailed transaction history is highly sensitive. V7 Go is built to protect this data, processing all your financial statements and reports within your secure, private environment with strict access controls.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your company's detailed transaction history is highly sensitive. V7 Go is built to protect this data, processing all your financial statements and reports within your secure, private environment with strict access controls.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Your company's detailed transaction history is highly sensitive. V7 Go is built to protect this data, processing all your financial statements and reports within your secure, private environment with strict access controls.
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 Financial Reconciliation Agent
What file formats can the agent work with?
The agent is highly flexible. It can ingest data from PDF bank statements, CSV exports from your general ledger, multi-tab Excel workbooks, and can even be connected via API to your core financial systems.
+
What file formats can the agent work with?
The agent is highly flexible. It can ingest data from PDF bank statements, CSV exports from your general ledger, multi-tab Excel workbooks, and can even be connected via API to your core financial systems.
+
What file formats can the agent work with?
The agent is highly flexible. It can ingest data from PDF bank statements, CSV exports from your general ledger, multi-tab Excel workbooks, and can even be connected via API to your core financial systems.
+
How does it handle one-to-many or many-to-one matches (e.g., one deposit for multiple invoices)?
The agent's workflow can be configured with advanced logic to handle these complex scenarios. It can be set to identify situations where a single bank transaction matches the sum of multiple GL entries, and vice versa.
+
How does it handle one-to-many or many-to-one matches (e.g., one deposit for multiple invoices)?
The agent's workflow can be configured with advanced logic to handle these complex scenarios. It can be set to identify situations where a single bank transaction matches the sum of multiple GL entries, and vice versa.
+
How does it handle one-to-many or many-to-one matches (e.g., one deposit for multiple invoices)?
The agent's workflow can be configured with advanced logic to handle these complex scenarios. It can be set to identify situations where a single bank transaction matches the sum of multiple GL entries, and vice versa.
+
Is our financial transaction data secure?
Absolutely. All your financial data is processed within your secure, private V7 Go environment. We adhere to the highest standards of data security and confidentiality, and your data is never used for any external purpose.
+
Is our financial transaction data secure?
Absolutely. All your financial data is processed within your secure, private V7 Go environment. We adhere to the highest standards of data security and confidentiality, and your data is never used for any external purpose.
+
Is our financial transaction data secure?
Absolutely. All your financial data is processed within your secure, private V7 Go environment. We adhere to the highest standards of data security and confidentiality, and your data is never used for any external purpose.
+
Can it suggest the correct journal entries for reconciling items?
Yes. Based on rules you provide (e.g., 'All transactions with the description 'Bank Fee' should be coded to GL account 6510'), the agent can suggest the appropriate adjusting journal entries for common reconciling items like bank fees or interest.
+
Can it suggest the correct journal entries for reconciling items?
Yes. Based on rules you provide (e.g., 'All transactions with the description 'Bank Fee' should be coded to GL account 6510'), the agent can suggest the appropriate adjusting journal entries for common reconciling items like bank fees or interest.
+
Can it suggest the correct journal entries for reconciling items?
Yes. Based on rules you provide (e.g., 'All transactions with the description 'Bank Fee' should be coded to GL account 6510'), the agent can suggest the appropriate adjusting journal entries for common reconciling items like bank fees or interest.
+
How is this different from the reconciliation module in our ERP?
Most ERP modules require perfectly formatted, structured data. This agent specializes in the messy part: reading unstructured PDF statements and using AI for 'fuzzy' matching, creating the clean data that can then be fed into your ERP.
+
How is this different from the reconciliation module in our ERP?
Most ERP modules require perfectly formatted, structured data. This agent specializes in the messy part: reading unstructured PDF statements and using AI for 'fuzzy' matching, creating the clean data that can then be fed into your ERP.
+
How is this different from the reconciliation module in our ERP?
Most ERP modules require perfectly formatted, structured data. This agent specializes in the messy part: reading unstructured PDF statements and using AI for 'fuzzy' matching, creating the clean data that can then be fed into your ERP.
+
How do we know the automated reconciliation is correct?
Through total transparency. The agent produces a full report showing exactly which items it matched and why. Every transaction is visually linked back to the source documents, creating a clear audit trail for your team and your external auditors.
+
How do we know the automated reconciliation is correct?
Through total transparency. The agent produces a full report showing exactly which items it matched and why. Every transaction is visually linked back to the source documents, creating a clear audit trail for your team and your external auditors.
+
How do we know the automated reconciliation is correct?
Through total transparency. The agent produces a full report showing exactly which items it matched and why. Every transaction is visually linked back to the source documents, creating a clear audit trail for your team and your external auditors.
+
Next steps
Next steps
Ready to accelerate your financial close?
Send us an anonymized bank statement and GL export from a recent month. We'll show you how our AI agent can complete the reconciliation 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: