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V7 vs. Endex AI
V7 vs. Endex AI
V7 vs. Endex AI
Searching for a good Endex AI alternative?
Searching for a good Endex AI alternative?
Searching for a good Endex AI alternative?
Evaluating Endex AI as an Excel-native AI agent
Evaluating Endex AI as an Excel-native AI agent
V7
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V7
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Why choose V7 over Endex AI?
While Endex AI focuses on Excel-native financial modeling, V7 Go provides multi-industry AI automation with specialized agents and workflow orchestration.
Overview
Overview
Multi-Industry Coverage
V7 Go offers 300+ specialized AI agents across finance, legal, insurance, and real estate, while Endex AI focuses exclusively on Excel-based financial workflows.
End-to-End Workflow Automation
V7 Go enables automation workflows that connect documents, APIs, and business systems, while Endex AI operates within the Excel environment as a sidebar add-in.
White-Glove Implementation
V7 Go provides dedicated solution engineers who build custom integrations with legacy systems, while Endex AI offers a subscription-based self-service deployment model.
Features
Features
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What makes V7 Go the best Endex AI alternative
Compare capabilities for document-intensive financial workflows
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Features
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V7
Endex AI
vs.
Excel-native integration
Excel-native integration
Excel-native integration
Excel-native integration
Supports Excel as one integration channel alongside other document formats and systems
Supports Excel as one integration channel alongside other document formats and systems
V7
Supports Excel as one integration channel alongside other document formats and systems
Supports Excel as one integration channel alongside other document formats and systems
Purpose-built Excel sidebar add-in that keeps users in their familiar spreadsheet environment
Purpose-built Excel sidebar add-in that keeps users in their familiar spreadsheet environment
Endex AI
Purpose-built Excel sidebar add-in that keeps users in their familiar spreadsheet environment
Purpose-built Excel sidebar add-in that keeps users in their familiar spreadsheet environment
Multi-industry AI agents
300+ specialized agents across finance, legal, insurance, and real estate verticals
300+ specialized agents across finance, legal, insurance, and real estate verticals
V7
300+ specialized agents across finance, legal, insurance, and real estate verticals
300+ specialized agents across finance, legal, insurance, and real estate verticals
Finance-only focus with agents designed exclusively for Excel-based financial modeling
Finance-only focus with agents designed exclusively for Excel-based financial modeling
Endex AI
Finance-only focus with agents designed exclusively for Excel-based financial modeling
Finance-only focus with agents designed exclusively for Excel-based financial modeling
Visual source citations
AI Citations trace outputs to exact source locations within documents
AI Citations trace outputs to exact source locations within documents
V7
AI Citations trace outputs to exact source locations within documents
AI Citations trace outputs to exact source locations within documents
Integrated citations linking outputs to cell ranges and uploaded documents
Integrated citations linking outputs to cell ranges and uploaded documents
Endex AI
Integrated citations linking outputs to cell ranges and uploaded documents
Integrated citations linking outputs to cell ranges and uploaded documents
No-code workflow builder
Visual workflow designer with conditional logic, branching, and human review steps
Visual workflow designer with conditional logic, branching, and human review steps
V7
Visual workflow designer with conditional logic, branching, and human review steps
Visual workflow designer with conditional logic, branching, and human review steps
Conversational interface within Excel rather than visual workflow designer
Conversational interface within Excel rather than visual workflow designer
Endex AI
Conversational interface within Excel rather than visual workflow designer
Conversational interface within Excel rather than visual workflow designer
Financial data integrations
Connects to business systems and external data sources via API and Zapier
Connects to business systems and external data sources via API and Zapier
V7
Connects to business systems and external data sources via API and Zapier
Connects to business systems and external data sources via API and Zapier
Direct integrations with CapIQ, VisibleAlpha, FactSet, and SEC filings
Direct integrations with CapIQ, VisibleAlpha, FactSet, and SEC filings
Endex AI
Direct integrations with CapIQ, VisibleAlpha, FactSet, and SEC filings
Direct integrations with CapIQ, VisibleAlpha, FactSet, and SEC filings
Legacy system integration
Solution engineers build custom integrations with legacy systems as part of white-glove service
Solution engineers build custom integrations with legacy systems as part of white-glove service
V7
Solution engineers build custom integrations with legacy systems as part of white-glove service
Solution engineers build custom integrations with legacy systems as part of white-glove service
Limited to Excel ecosystem without custom enterprise system integrations
Limited to Excel ecosystem without custom enterprise system integrations
Endex AI
Limited to Excel ecosystem without custom enterprise system integrations
Limited to Excel ecosystem without custom enterprise system integrations
Pricing
Pricing
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Pricing
Endex AI pricing explained
Understanding subscription-based vs usage-based pricing models
Features
Features
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Features
V7
V7 Go pricing is structured around a base platform fee that includes access to the V7 platform with AI agents, plus user licenses and data processing charges based on actual usage and use case requirements. The platform offers transparent pricing that scales with document volume, and premium white-glove service includes building custom integrations with legacy systems, designing industry-specific AI agents by expert solution engineers, and providing hands-on implementation support.
V7 Go pricing is structured around a base platform fee that includes access to the V7 platform with AI agents, plus user licenses and data processing charges based on actual usage and use case requirements. The platform offers transparent pricing that scales with document volume, and premium white-glove service includes building custom integrations with legacy systems, designing industry-specific AI agents by expert solution engineers, and providing hands-on implementation support.
Base platform fee plus user licenses and usage-based data processing charges
Base platform fee plus user licenses and usage-based data processing charges
Base platform fee plus user licenses and usage-based data processing charges
Base platform fee plus user licenses and usage-based data processing charges
White-glove service includes custom integrations and specialized agent development
White-glove service includes custom integrations and specialized agent development
White-glove service includes custom integrations and specialized agent development
White-glove service includes custom integrations and specialized agent development
Free proof of concept with sample documents before commitment
Free proof of concept with sample documents before commitment
Free proof of concept with sample documents before commitment
Free proof of concept with sample documents before commitment
Endex AI
Endex AI uses a subscription-based pricing model with annual licensing. While specific pricing tiers are not publicly disclosed, the platform offers a trial version and encourages potential customers to contact sales for accelerated access and enterprise pricing discussions. The pricing structure appears tailored for larger firms with strict data compliance requirements, with adjustments available for team sizes and enterprise needs.
Endex AI uses a subscription-based pricing model with annual licensing. While specific pricing tiers are not publicly disclosed, the platform offers a trial version and encourages potential customers to contact sales for accelerated access and enterprise pricing discussions. The pricing structure appears tailored for larger firms with strict data compliance requirements, with adjustments available for team sizes and enterprise needs.
Annual subscription model with trial version available
Annual subscription model with trial version available
Annual subscription model with trial version available
Annual subscription model with trial version available
Custom pricing for enterprise and team deployments via sales contact
Custom pricing for enterprise and team deployments via sales contact
Custom pricing for enterprise and team deployments via sales contact
Custom pricing for enterprise and team deployments via sales contact
Zero data retention agreements included for enterprise security requirements
Zero data retention agreements included for enterprise security requirements
Zero data retention agreements included for enterprise security requirements
Zero data retention agreements included for enterprise security requirements
Comparison
Comparison
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Comparison
Comparing V7 Go and Endex AI capabilities
Comparing pricing models and implementation approaches
Features
Features
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Features
V7
Enterprise AI automation platform with multi-industry agents
V7 Go is an enterprise AI automation platform that provides specialized AI agents across finance, legal, insurance, and real estate industries. The platform offers a visual workflow designer, spreadsheet-style interface, and conversational AI concierge for different user preferences. V7 Go features visual grounding that traces every AI output to exact source locations in documents, creating audit trails for compliance requirements. With 300+ pre-built agents and white-glove service including solution engineers who build custom integrations with legacy systems, V7 Go enables organizations to automate document-intensive workflows beyond spreadsheet-based analysis.
Endex AI
Excel-native AI agent for financial modeling
Endex AI is an Excel-native AI agent backed by OpenAI's Startup Fund that accelerates financial modeling and data analysis directly within Microsoft Excel. The platform integrates as a sidebar add-in, allowing finance professionals to stay in their familiar spreadsheet environment while leveraging advanced reasoning models including o1, o3-mini, and GPT-4o. Endex automates formula generation, financial forecasting, error detection for unbalanced sheets, and scenario analysis through conversational prompts. The platform emphasizes integrated citations that link AI outputs to underlying cell ranges and documents, providing auditability for hedge funds and investment banks.
Testimonials
Testimonials
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Testimonials
Trusted by teams shipping AI to production
What customers say after choosing V7 Go
Features
Features
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Features
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
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
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stroke-width="2.658" stroke="rgb(0, 0, 0)" transform="translate(0 5724.515)" width="10914.859276774878px"/><path d="M 0 0 L 10914.859 15.281" fill="transparent" height="15.280901282515515px" id="aF7yw4ARI" stroke-dasharray="" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-width="2.658" stroke="rgb(0, 0, 0)" transform="translate(0 4197.547)" width="10914.859276774878px"/><path d="M 0 0 L 10914.859 15.281" fill="transparent" height="15.280901282515515px" id="BWfAofqB_" stroke-dasharray="" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-width="2.658" stroke="rgb(0, 0, 0)" transform="translate(0 5915.476)" width="10914.859276774878px"/><path d="M 0 0 L 10914.859 15.281" fill="transparent" height="15.280901282514606px" id="X356pSU9g" stroke-dasharray="" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-width="2.658" stroke="rgb(0, 0, 0)" transform="translate(0 4388.508)" width="10914.859276774878px"/><path d="M 0 0.219 L 10915 0" fill="transparent" height="1px" id="EAdcOxt57" stroke-dasharray="" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-width="2.658" stroke="rgb(0, 0, 0)" transform="translate(0 6106.5)" width="10915px"/></g></svg>)
Integrate with 2000+ apps and services
Connect your favorite apps:
Connect your favorite apps:
Connect your favorite apps:
Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
The experience with V7 has been fantastic. Very customized level of support.
Alaris
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain
Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain
Learn more
Get started
Learn more
Everything you need to run AI in production
A complete platform for document intelligence and workflows
Features
Get started
Features
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
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Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
Features
Get started
Features
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
FAQs
FAQs
FAQs
FAQs
Have questions?
Find answers.
Have questions?
Find answers.
Have questions?
Find answers.
How does V7 Go's approach to financial workflows differ from Endex AI's Excel-native model?
Endex AI operates as a sidebar add-in within Microsoft Excel, allowing finance professionals to automate modeling tasks without leaving their spreadsheet environment. V7 Go takes a platform-based approach with multiple interaction modes including a visual workflow designer, spreadsheet-style interface, and conversational AI concierge. While Endex AI excels at in-cell formula generation and Excel-specific tasks, V7 Go's finance agents can process documents, connect to external systems, and orchestrate multi-step workflows that extend beyond spreadsheet boundaries.
+
Can V7 Go handle the same financial modeling tasks that Endex AI specializes in?
V7 Go's finance agents can analyze financial statements, process due diligence documents, and extract data from complex financial reports with visual grounding that traces outputs to source locations. However, Endex AI's deep Excel integration enables specific capabilities like in-line formula generation, cell-level error detection, and direct manipulation of spreadsheet models that V7 Go approaches differently through document automation and structured data extraction. Organizations should consider whether their primary need is Excel-centric modeling or broader document workflow automation.
+
How do the citation and auditability features compare between the two platforms?
Both platforms emphasize auditability through citation systems. Endex AI provides integrated citations that link AI outputs to underlying cell ranges and uploaded documents within the Excel context. V7 Go offers visual grounding that traces every extracted data point to its exact location within source documents, with interactive highlighting in the UI. V7 Go's approach creates audit trails suitable for compliance requirements including SOX, HIPAA, and KYC/AML, while Endex AI's citations are optimized for spreadsheet-based financial analysis workflows.
+
Which platform offers better integration with financial data providers?
Endex AI offers direct integrations with institutional financial data sources including S&P Capital IQ, VisibleAlpha, FactSet, and SEC filings, making it well-suited for investment research workflows. V7 Go connects to business systems and external data sources via APIs and Zapier, with solution engineers available to build custom integrations as part of the white-glove service. Organizations heavily reliant on specific financial data terminals may find Endex AI's native integrations more immediately useful, while those needing broader system connectivity may prefer V7 Go's flexible integration approach.
+
What level of technical expertise is required for each platform?
Endex AI is designed for finance professionals already comfortable with Excel, using conversational prompts to automate spreadsheet tasks without requiring programming knowledge. V7 Go provides a low-code visual workflow designer accessible to business users, with multiple interaction modes including a spreadsheet-style view and conversational AI concierge. V7 Go's white-glove service means solution engineers handle complex integrations and custom agent development, reducing the technical burden on client teams. Both platforms aim to be accessible to non-technical users within their respective domains.
+
Which platform is better suited for organizations with needs beyond financial modeling?
V7 Go is designed for organizations requiring automation across multiple departments and industries, offering specialized agents for finance, legal, insurance, and real estate. Endex AI is purpose-built for Excel-based financial workflows and does not extend to other industries or document types outside the spreadsheet context. Organizations that need to automate contract review, claims processing, or cross-departmental document workflows alongside financial analysis would find V7 Go's multi-industry approach more suitable for enterprise-wide deployment.
+
How does V7 Go's approach to financial workflows differ from Endex AI's Excel-native model?
Endex AI operates as a sidebar add-in within Microsoft Excel, allowing finance professionals to automate modeling tasks without leaving their spreadsheet environment. V7 Go takes a platform-based approach with multiple interaction modes including a visual workflow designer, spreadsheet-style interface, and conversational AI concierge. While Endex AI excels at in-cell formula generation and Excel-specific tasks, V7 Go's finance agents can process documents, connect to external systems, and orchestrate multi-step workflows that extend beyond spreadsheet boundaries.
+
Can V7 Go handle the same financial modeling tasks that Endex AI specializes in?
V7 Go's finance agents can analyze financial statements, process due diligence documents, and extract data from complex financial reports with visual grounding that traces outputs to source locations. However, Endex AI's deep Excel integration enables specific capabilities like in-line formula generation, cell-level error detection, and direct manipulation of spreadsheet models that V7 Go approaches differently through document automation and structured data extraction. Organizations should consider whether their primary need is Excel-centric modeling or broader document workflow automation.
+
How do the citation and auditability features compare between the two platforms?
Both platforms emphasize auditability through citation systems. Endex AI provides integrated citations that link AI outputs to underlying cell ranges and uploaded documents within the Excel context. V7 Go offers visual grounding that traces every extracted data point to its exact location within source documents, with interactive highlighting in the UI. V7 Go's approach creates audit trails suitable for compliance requirements including SOX, HIPAA, and KYC/AML, while Endex AI's citations are optimized for spreadsheet-based financial analysis workflows.
+
Which platform offers better integration with financial data providers?
Endex AI offers direct integrations with institutional financial data sources including S&P Capital IQ, VisibleAlpha, FactSet, and SEC filings, making it well-suited for investment research workflows. V7 Go connects to business systems and external data sources via APIs and Zapier, with solution engineers available to build custom integrations as part of the white-glove service. Organizations heavily reliant on specific financial data terminals may find Endex AI's native integrations more immediately useful, while those needing broader system connectivity may prefer V7 Go's flexible integration approach.
+
What level of technical expertise is required for each platform?
Endex AI is designed for finance professionals already comfortable with Excel, using conversational prompts to automate spreadsheet tasks without requiring programming knowledge. V7 Go provides a low-code visual workflow designer accessible to business users, with multiple interaction modes including a spreadsheet-style view and conversational AI concierge. V7 Go's white-glove service means solution engineers handle complex integrations and custom agent development, reducing the technical burden on client teams. Both platforms aim to be accessible to non-technical users within their respective domains.
+
Which platform is better suited for organizations with needs beyond financial modeling?
V7 Go is designed for organizations requiring automation across multiple departments and industries, offering specialized agents for finance, legal, insurance, and real estate. Endex AI is purpose-built for Excel-based financial workflows and does not extend to other industries or document types outside the spreadsheet context. Organizations that need to automate contract review, claims processing, or cross-departmental document workflows alongside financial analysis would find V7 Go's multi-industry approach more suitable for enterprise-wide deployment.
+
How does V7 Go's approach to financial workflows differ from Endex AI's Excel-native model?
Endex AI operates as a sidebar add-in within Microsoft Excel, allowing finance professionals to automate modeling tasks without leaving their spreadsheet environment. V7 Go takes a platform-based approach with multiple interaction modes including a visual workflow designer, spreadsheet-style interface, and conversational AI concierge. While Endex AI excels at in-cell formula generation and Excel-specific tasks, V7 Go's finance agents can process documents, connect to external systems, and orchestrate multi-step workflows that extend beyond spreadsheet boundaries.
+
Can V7 Go handle the same financial modeling tasks that Endex AI specializes in?
V7 Go's finance agents can analyze financial statements, process due diligence documents, and extract data from complex financial reports with visual grounding that traces outputs to source locations. However, Endex AI's deep Excel integration enables specific capabilities like in-line formula generation, cell-level error detection, and direct manipulation of spreadsheet models that V7 Go approaches differently through document automation and structured data extraction. Organizations should consider whether their primary need is Excel-centric modeling or broader document workflow automation.
+
How do the citation and auditability features compare between the two platforms?
Both platforms emphasize auditability through citation systems. Endex AI provides integrated citations that link AI outputs to underlying cell ranges and uploaded documents within the Excel context. V7 Go offers visual grounding that traces every extracted data point to its exact location within source documents, with interactive highlighting in the UI. V7 Go's approach creates audit trails suitable for compliance requirements including SOX, HIPAA, and KYC/AML, while Endex AI's citations are optimized for spreadsheet-based financial analysis workflows.
+
Which platform offers better integration with financial data providers?
Endex AI offers direct integrations with institutional financial data sources including S&P Capital IQ, VisibleAlpha, FactSet, and SEC filings, making it well-suited for investment research workflows. V7 Go connects to business systems and external data sources via APIs and Zapier, with solution engineers available to build custom integrations as part of the white-glove service. Organizations heavily reliant on specific financial data terminals may find Endex AI's native integrations more immediately useful, while those needing broader system connectivity may prefer V7 Go's flexible integration approach.
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What level of technical expertise is required for each platform?
Endex AI is designed for finance professionals already comfortable with Excel, using conversational prompts to automate spreadsheet tasks without requiring programming knowledge. V7 Go provides a low-code visual workflow designer accessible to business users, with multiple interaction modes including a spreadsheet-style view and conversational AI concierge. V7 Go's white-glove service means solution engineers handle complex integrations and custom agent development, reducing the technical burden on client teams. Both platforms aim to be accessible to non-technical users within their respective domains.
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Which platform is better suited for organizations with needs beyond financial modeling?
V7 Go is designed for organizations requiring automation across multiple departments and industries, offering specialized agents for finance, legal, insurance, and real estate. Endex AI is purpose-built for Excel-based financial workflows and does not extend to other industries or document types outside the spreadsheet context. Organizations that need to automate contract review, claims processing, or cross-departmental document workflows alongside financial analysis would find V7 Go's multi-industry approach more suitable for enterprise-wide deployment.
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How does V7 Go's approach to financial workflows differ from Endex AI's Excel-native model?
Endex AI operates as a sidebar add-in within Microsoft Excel, allowing finance professionals to automate modeling tasks without leaving their spreadsheet environment. V7 Go takes a platform-based approach with multiple interaction modes including a visual workflow designer, spreadsheet-style interface, and conversational AI concierge. While Endex AI excels at in-cell formula generation and Excel-specific tasks, V7 Go's finance agents can process documents, connect to external systems, and orchestrate multi-step workflows that extend beyond spreadsheet boundaries.
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Can V7 Go handle the same financial modeling tasks that Endex AI specializes in?
V7 Go's finance agents can analyze financial statements, process due diligence documents, and extract data from complex financial reports with visual grounding that traces outputs to source locations. However, Endex AI's deep Excel integration enables specific capabilities like in-line formula generation, cell-level error detection, and direct manipulation of spreadsheet models that V7 Go approaches differently through document automation and structured data extraction. Organizations should consider whether their primary need is Excel-centric modeling or broader document workflow automation.
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How do the citation and auditability features compare between the two platforms?
Both platforms emphasize auditability through citation systems. Endex AI provides integrated citations that link AI outputs to underlying cell ranges and uploaded documents within the Excel context. V7 Go offers visual grounding that traces every extracted data point to its exact location within source documents, with interactive highlighting in the UI. V7 Go's approach creates audit trails suitable for compliance requirements including SOX, HIPAA, and KYC/AML, while Endex AI's citations are optimized for spreadsheet-based financial analysis workflows.
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Which platform offers better integration with financial data providers?
Endex AI offers direct integrations with institutional financial data sources including S&P Capital IQ, VisibleAlpha, FactSet, and SEC filings, making it well-suited for investment research workflows. V7 Go connects to business systems and external data sources via APIs and Zapier, with solution engineers available to build custom integrations as part of the white-glove service. Organizations heavily reliant on specific financial data terminals may find Endex AI's native integrations more immediately useful, while those needing broader system connectivity may prefer V7 Go's flexible integration approach.
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What level of technical expertise is required for each platform?
Endex AI is designed for finance professionals already comfortable with Excel, using conversational prompts to automate spreadsheet tasks without requiring programming knowledge. V7 Go provides a low-code visual workflow designer accessible to business users, with multiple interaction modes including a spreadsheet-style view and conversational AI concierge. V7 Go's white-glove service means solution engineers handle complex integrations and custom agent development, reducing the technical burden on client teams. Both platforms aim to be accessible to non-technical users within their respective domains.
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Which platform is better suited for organizations with needs beyond financial modeling?
V7 Go is designed for organizations requiring automation across multiple departments and industries, offering specialized agents for finance, legal, insurance, and real estate. Endex AI is purpose-built for Excel-based financial workflows and does not extend to other industries or document types outside the spreadsheet context. Organizations that need to automate contract review, claims processing, or cross-departmental document workflows alongside financial analysis would find V7 Go's multi-industry approach more suitable for enterprise-wide deployment.
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Don't wait too long
Don't wait too long
Don't wait too long
Don't wait too long
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Move beyond prototypes.
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Build AI workflows that scale.
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With V7, not workarounds.
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