De-risk M&A transactions

AI Tax Exposure Analysis Agent

Uncover hidden tax liabilities

Delegate your tax due diligence to a specialized AI agent. It analyzes entire data rooms—contracts, financials, corporate records—to automatically identify potential tax exposures based on your custom risk playbook.

Ideal for

M&A Tax Teams

Private Equity

Corporate Tax

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    Roche logo
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M&A Tax Diligence

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Time comparison

Time comparison

Traditional way

1-2 weeks

1-2 weeks

With V7 Go agents

3-5 hours

3-5 hours

Average time saved

95%

95%

Why V7 Go

Why V7 Go

Permanent Establishment (PE) Risk Detection

Scans contracts, board minutes, and other documents for activities that could inadvertently create a taxable presence in a foreign jurisdiction, such as local signing authority or asset locations.

Permanent Establishment (PE) Risk Detection

Scans contracts, board minutes, and other documents for activities that could inadvertently create a taxable presence in a foreign jurisdiction, such as local signing authority or asset locations.

Permanent Establishment (PE) Risk Detection

Scans contracts, board minutes, and other documents for activities that could inadvertently create a taxable presence in a foreign jurisdiction, such as local signing authority or asset locations.

Permanent Establishment (PE) Risk Detection

Scans contracts, board minutes, and other documents for activities that could inadvertently create a taxable presence in a foreign jurisdiction, such as local signing authority or asset locations.

Transfer Pricing Analysis

Analyzes intercompany agreements and financial data to identify and summarize existing transfer pricing policies, flagging any that appear non-standard or carry a high audit risk.

Transfer Pricing Analysis

Analyzes intercompany agreements and financial data to identify and summarize existing transfer pricing policies, flagging any that appear non-standard or carry a high audit risk.

Transfer Pricing Analysis

Analyzes intercompany agreements and financial data to identify and summarize existing transfer pricing policies, flagging any that appear non-standard or carry a high audit risk.

Transfer Pricing Analysis

Analyzes intercompany agreements and financial data to identify and summarize existing transfer pricing policies, flagging any that appear non-standard or carry a high audit risk.

Tax Attribute & NOL Review

Examines historical tax returns and financial statements to identify and quantify valuable tax attributes, such as Net Operating Losses (NOLs), and any limitations on their future use.

Tax Attribute & NOL Review

Examines historical tax returns and financial statements to identify and quantify valuable tax attributes, such as Net Operating Losses (NOLs), and any limitations on their future use.

Tax Attribute & NOL Review

Examines historical tax returns and financial statements to identify and quantify valuable tax attributes, such as Net Operating Losses (NOLs), and any limitations on their future use.

Tax Attribute & NOL Review

Examines historical tax returns and financial statements to identify and quantify valuable tax attributes, such as Net Operating Losses (NOLs), and any limitations on their future use.

Indirect Tax (VAT/GST) Exposure

Reviews sales contracts and revenue data to identify potential indirect tax exposures, such as a failure to register for and collect VAT in a jurisdiction where sales are being made.

Indirect Tax (VAT/GST) Exposure

Reviews sales contracts and revenue data to identify potential indirect tax exposures, such as a failure to register for and collect VAT in a jurisdiction where sales are being made.

Indirect Tax (VAT/GST) Exposure

Reviews sales contracts and revenue data to identify potential indirect tax exposures, such as a failure to register for and collect VAT in a jurisdiction where sales are being made.

Indirect Tax (VAT/GST) Exposure

Reviews sales contracts and revenue data to identify potential indirect tax exposures, such as a failure to register for and collect VAT in a jurisdiction where sales are being made.

Data Room-Wide Search

Performs a comprehensive search across thousands of documents in a data room for specific tax-related keywords and concepts defined in your custom diligence playbook.

Data Room-Wide Search

Performs a comprehensive search across thousands of documents in a data room for specific tax-related keywords and concepts defined in your custom diligence playbook.

Data Room-Wide Search

Performs a comprehensive search across thousands of documents in a data room for specific tax-related keywords and concepts defined in your custom diligence playbook.

Data Room-Wide Search

Performs a comprehensive search across thousands of documents in a data room for specific tax-related keywords and concepts defined in your custom diligence playbook.

Automated Tax Diligence Memo

Generates a structured tax risk summary, outlining each potential exposure, its estimated magnitude (if available), and a direct, verifiable citation to the source documents.

Automated Tax Diligence Memo

Generates a structured tax risk summary, outlining each potential exposure, its estimated magnitude (if available), and a direct, verifiable citation to the source documents.

Automated Tax Diligence Memo

Generates a structured tax risk summary, outlining each potential exposure, its estimated magnitude (if available), and a direct, verifiable citation to the source documents.

Automated Tax Diligence Memo

Generates a structured tax risk summary, outlining each potential exposure, its estimated magnitude (if available), and a direct, verifiable citation to the source documents.

Customer voices

Customer voices

Connect AI to your tax diligence playbook.

Connect AI to your tax diligence playbook.

Turn months of manual review into hours of automated analysis.

Turn months of manual review into hours of automated analysis.

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Finance

Legal

Insurance

Tax

Real Estate

Customer Voices

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.

Tax risks are hidden in all document types. This agent analyzes everything from dense intercompany legal agreements and multi-tab financial models to board meeting minutes and unstructured email chains to find them.

Input types

50+ languages

Low-Quality Scans

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Emails

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Tax risks are hidden in all document types. This agent analyzes everything from dense intercompany legal agreements and multi-tab financial models to board meeting minutes and unstructured email chains to find them.

Input types

50+ languages

Low-Quality Scans

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Emails

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Supporting complex documents.

Up to 200 pages.

Tax risks are hidden in all document types. This agent analyzes everything from dense intercompany legal agreements and multi-tab financial models to board meeting minutes and unstructured email chains to find them.

Input types

50+ languages

Low-Quality Scans

200 pages

Multi-modal

Document types

PDFs

URL

Tables

Emails

Spreadsheets

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Reach 99% accuracy rate

through GenAI reasoning.

Identifying tax exposure requires understanding complex legal and financial nuance. The agent uses AI reasoning to interpret clauses based on your playbook, ensuring that it flags genuine risks with high precision and avoids false positives.

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.

Identifying tax exposure requires understanding complex legal and financial nuance. The agent uses AI reasoning to interpret clauses based on your playbook, ensuring that it flags genuine risks with high precision and avoids false positives.

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.

Identifying tax exposure requires understanding complex legal and financial nuance. The agent uses AI reasoning to interpret clauses based on your playbook, ensuring that it flags genuine risks with high precision and avoids false positives.

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.

Every finding in your tax diligence report is fully defensible. Each identified risk is visually linked to the specific sentence, number, or clause in the source data room document, providing an irrefutable 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.

Every finding in your tax diligence report is fully defensible. Each identified risk is visually linked to the specific sentence, number, or clause in the source data room document, providing an irrefutable 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.

Every finding in your tax diligence report is fully defensible. Each identified risk is visually linked to the specific sentence, number, or clause in the source data room document, providing an irrefutable 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.

Tax diligence involves a company's most sensitive financial and strategic information. V7 Go is architected with enterprise-grade security to protect this data, processing everything within your secure VDRs and private cloud.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Tax diligence involves a company's most sensitive financial and strategic information. V7 Go is architected with enterprise-grade security to protect this data, processing everything within your secure VDRs and private cloud.

Certifications

GDPR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

Enterprise grade security

for high-stake industries.

Tax diligence involves a company's most sensitive financial and strategic information. V7 Go is architected with enterprise-grade security to protect this data, processing everything within your secure VDRs and private cloud.

Certifications

GPDR

SOC2

HIPAA

ISO

Safety

Custom storage

Data governance

Access-level permissions

More agents

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Legal Due Diligence Agent

Delegate the most labor-intensive part of your M&A workflow. This AI agent reads every contract and corporate record in a data room, automatically identifying risks and deviations from your playbook to deliver a comprehensive diligence report.

Legal

Legal Due Diligence

M&A Contract Review

Data Room Analysis

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Legal Due Diligence Agent

Delegate the most labor-intensive part of your M&A workflow. This AI agent reads every contract and corporate record in a data room, automatically identifying risks and deviations from your playbook to deliver a comprehensive diligence report.

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M&A Contract Review

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Legal Due Diligence Agent

Delegate the most labor-intensive part of your M&A workflow. This AI agent reads every contract and corporate record in a data room, automatically identifying risks and deviations from your playbook to deliver a comprehensive diligence report.

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Legal Due Diligence

M&A Contract Review

Data Room Analysis

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Legal Due Diligence Agent

Delegate the most labor-intensive part of your M&A workflow. This AI agent reads every contract and corporate record in a data room, automatically identifying risks and deviations from your playbook to deliver a comprehensive diligence report.

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Legal Due Diligence

M&A Contract Review

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AI VAT Compliance Agent

Delegate your tedious VAT checks to a specialized AI agent. It reads your invoices, validates supplier VAT numbers, verifies the correct tax rates based on jurisdiction, and flags any discrepancies before you pay or file.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

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AI VAT Compliance Agent

Delegate your tedious VAT checks to a specialized AI agent. It reads your invoices, validates supplier VAT numbers, verifies the correct tax rates based on jurisdiction, and flags any discrepancies before you pay or file.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

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AI VAT Compliance Agent

Delegate your tedious VAT checks to a specialized AI agent. It reads your invoices, validates supplier VAT numbers, verifies the correct tax rates based on jurisdiction, and flags any discrepancies before you pay or file.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

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AI VAT Compliance Agent

Delegate your tedious VAT checks to a specialized AI agent. It reads your invoices, validates supplier VAT numbers, verifies the correct tax rates based on jurisdiction, and flags any discrepancies before you pay or file.

Finance

VAT Compliance Automation

Invoice Data Extraction

VAT Number Validation

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AI Tax Authority Correspondence Agent

Delegate the management of tax notices to a specialized AI agent. It reads and understands correspondence from any tax authority, automatically classifying the notice type, summarizing the issue, and extracting critical deadlines.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

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AI Tax Authority Correspondence Agent

Delegate the management of tax notices to a specialized AI agent. It reads and understands correspondence from any tax authority, automatically classifying the notice type, summarizing the issue, and extracting critical deadlines.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

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AI Tax Authority Correspondence Agent

Delegate the management of tax notices to a specialized AI agent. It reads and understands correspondence from any tax authority, automatically classifying the notice type, summarizing the issue, and extracting critical deadlines.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

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AI Tax Authority Correspondence Agent

Delegate the management of tax notices to a specialized AI agent. It reads and understands correspondence from any tax authority, automatically classifying the notice type, summarizing the issue, and extracting critical deadlines.

Finance

Tax Notice Triage

Deadline Extraction

Correspondence Management

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Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

Legal

Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

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Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

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Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

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Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

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Compliance Risk Flagging

M&A Diligence Automation

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Legal Risk Identification Agent

Delegate the critical task of risk discovery to a specialized AI agent. It reads and understands legal and commercial documents, flags non-standard clauses based on your playbook, and identifies potential liabilities that human reviewers might miss.

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Liability Identification

Compliance Risk Flagging

M&A Diligence Automation

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AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

Finance

Data Room Automation

Financial Spreading

Red Flag Detection

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AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

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AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

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AI Financial Due Diligence Agent

Delegate your entire first-pass due diligence to a specialized AI agent. It navigates virtual data rooms, extracts and normalizes financials, analyzes commercial contracts, and flags risks, delivering a structured data package ready for your analysis.

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Financial Spreading

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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.

Finance

Financial Reconciliation

Bank Statement Processing

Transaction Matching

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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.

Finance

Financial Reconciliation

Bank Statement Processing

Transaction Matching

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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.

Finance

Financial Reconciliation

Bank Statement Processing

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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.

Finance

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Next steps

Next steps

How much value is tax risk eroding from your deals?

Let us analyze a data room from one of your past transactions. We'll show you how our AI agent can build a comprehensive tax risk report, faster and more thoroughly.

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Answers

Answers

What you need to know about our

AI Tax Exposure Analysis Agent

How does the agent know what to look for in a data room?

You provide it with your firm's tax diligence checklist or risk playbook. It uses this proprietary knowledge from your V7 Go Knowledge Hub to guide its analysis and flag the specific issues that are most important to you.

+

How does the agent know what to look for in a data room?

You provide it with your firm's tax diligence checklist or risk playbook. It uses this proprietary knowledge from your V7 Go Knowledge Hub to guide its analysis and flag the specific issues that are most important to you.

+

How does the agent know what to look for in a data room?

You provide it with your firm's tax diligence checklist or risk playbook. It uses this proprietary knowledge from your V7 Go Knowledge Hub to guide its analysis and flag the specific issues that are most important to you.

+

Can it understand complex legal and tax language in contracts?

Yes. The agent is powered by AI models that have a deep understanding of legal and financial terminology. It can interpret complex clauses related to tax indemnities, permanent establishment, and transfer pricing.

+

Can it understand complex legal and tax language in contracts?

Yes. The agent is powered by AI models that have a deep understanding of legal and financial terminology. It can interpret complex clauses related to tax indemnities, permanent establishment, and transfer pricing.

+

Can it understand complex legal and tax language in contracts?

Yes. The agent is powered by AI models that have a deep understanding of legal and financial terminology. It can interpret complex clauses related to tax indemnities, permanent establishment, and transfer pricing.

+

How does it handle financials in different currencies or accounting standards?

The agent is configured to recognize and normalize financial data. It can convert currencies to a standard reporting currency and identify key differences between accounting standards like GAAP and IFRS.

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How does it handle financials in different currencies or accounting standards?

The agent is configured to recognize and normalize financial data. It can convert currencies to a standard reporting currency and identify key differences between accounting standards like GAAP and IFRS.

+

How does it handle financials in different currencies or accounting standards?

The agent is configured to recognize and normalize financial data. It can convert currencies to a standard reporting currency and identify key differences between accounting standards like GAAP and IFRS.

+

Can this agent quantify the potential tax exposure?

The agent's primary role is to identify and flag the *risk* and extract the relevant data. It presents this information to your human tax experts, who then use their professional judgment to quantify the potential financial impact.

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Can this agent quantify the potential tax exposure?

The agent's primary role is to identify and flag the *risk* and extract the relevant data. It presents this information to your human tax experts, who then use their professional judgment to quantify the potential financial impact.

+

Can this agent quantify the potential tax exposure?

The agent's primary role is to identify and flag the *risk* and extract the relevant data. It presents this information to your human tax experts, who then use their professional judgment to quantify the potential financial impact.

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Is every identified risk fully auditable?

Absolutely. Every single finding in the final diligence report is supported by a visual citation that links directly to the specific sentence, number, or clause in the source document within the data room.

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Is every identified risk fully auditable?

Absolutely. Every single finding in the final diligence report is supported by a visual citation that links directly to the specific sentence, number, or clause in the source document within the data room.

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Is every identified risk fully auditable?

Absolutely. Every single finding in the final diligence report is supported by a visual citation that links directly to the specific sentence, number, or clause in the source document within the data room.

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Can we use this for internal reorganizations as well as M&A?

Yes. The agent is equally effective for analyzing the tax implications of internal restructuring projects, ensuring you have a clear view of any potential tax exposures before you execute the transaction.

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Can we use this for internal reorganizations as well as M&A?

Yes. The agent is equally effective for analyzing the tax implications of internal restructuring projects, ensuring you have a clear view of any potential tax exposures before you execute the transaction.

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Can we use this for internal reorganizations as well as M&A?

Yes. The agent is equally effective for analyzing the tax implications of internal restructuring projects, ensuring you have a clear view of any potential tax exposures before you execute the transaction.

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