AI Tax Exposure Analysis Agent
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
See AI Tax Exposure Analysis Agent in action
Play video
See AI Tax Exposure Analysis Agent in action
Play video
M&A Tax Diligence
See AI Tax Exposure Analysis Agent in action
Play video
Time comparison
Traditional way
1-2 weeks
With V7 Go agents
3-5 hours
Average time saved
95%
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.
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.
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.
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.
Analyzes the entire data room for tax risks
To build a comprehensive tax diligence report.
Get started
Import your files
Intralinks
,
Thomson Reuters ONESOURCE
,
SharePoint
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 automate your finance and tax operations
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."
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
