AI Financial Planning & Analysis Automation Agent
Delegate the tedious work of data gathering and model building to a specialized AI agent. It extracts financial data from any source, populates your forecasting models, reconciles variances, and generates polished reports—freeing your team to focus on analysis and strategy.
Ideal for
FP&A Teams
Finance Operations
Business Planning
See AI Financial Planning & Analysis Automation Agent in action
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See AI Financial Planning & Analysis Automation Agent in action
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Monthly Forecast Build
See AI Financial Planning & Analysis Automation Agent in action
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Time comparison
Traditional way
3-5 days per cycle
With V7 Go agents
4-6 hours
Average time saved
85%
Why V7 Go
Automated Data Extraction
Pulls financial data from GL systems, ERP platforms, and external sources automatically. No more manual copy-paste or data entry errors.
Automated Data Extraction
Pulls financial data from GL systems, ERP platforms, and external sources automatically. No more manual copy-paste or data entry errors.
Intelligent Model Population
Populates your Excel and planning system templates with extracted data, applying your firm's specific logic and assumptions consistently.
Intelligent Model Population
Populates your Excel and planning system templates with extracted data, applying your firm's specific logic and assumptions consistently.
Variance Analysis & Reconciliation
Automatically identifies and explains variances between actuals and forecasts, surfacing anomalies that require investigation.
Variance Analysis & Reconciliation
Automatically identifies and explains variances between actuals and forecasts, surfacing anomalies that require investigation.
Multi-Scenario Forecasting
Generates multiple forecast scenarios (base, upside, downside) based on different assumptions, enabling faster what-if analysis.
Multi-Scenario Forecasting
Generates multiple forecast scenarios (base, upside, downside) based on different assumptions, enabling faster what-if analysis.
Report Generation & Distribution
Creates polished dashboards, executive summaries, and detailed reports automatically, ready for board presentations and stakeholder reviews.
Report Generation & Distribution
Creates polished dashboards, executive summaries, and detailed reports automatically, ready for board presentations and stakeholder reviews.
Audit Trail & Transparency
Every number in your forecast is traceable to its source. The agent documents assumptions and data lineage for complete transparency and compliance.
Audit Trail & Transparency
Every number in your forecast is traceable to its source. The agent documents assumptions and data lineage for complete transparency and compliance.
Automates the entire FP&A workflow
From data extraction to board-ready reports.
Get started
Import your files
Microsoft Excel
,
Google Sheets
,
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
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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
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.
Constance Freedman
Founder and Managing Partner
Moderne Ventures
Build once.
Deploy across teams.
Improve over time.