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V7 vs. Finpilot
V7 vs. Finpilot
V7 vs. Finpilot
Searching for a good Finpilot alternative?
Searching for a good Finpilot alternative?
Searching for a good Finpilot alternative?
Evaluating Finpilot as an AI knowledge management platform
Evaluating Finpilot as an AI knowledge management platform
V7
vs.
V7
vs.
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Why choose V7 over Finpilot?
While Finpilot focuses on AI knowledge management for allocators and wealth managers, V7 Go extends automation across finance, legal, insurance, and real estate.
Overview
Overview
Multi-Industry Coverage
V7 Go provides specialized AI agents across finance, legal, insurance, and real estate, while Finpilot focuses specifically on investment management and wealth advisory workflows.
Visual Grounding & Citations
V7 Go traces every AI output to its exact source location in documents with visual highlighting, creating audit trails required for regulatory compliance.
Legacy System Integration
V7 Go provides white-glove service with solution engineers who build custom integrations with legacy systems and 8,000+ apps via Zapier and REST APIs.
Features
Features
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What makes V7 Go the best Finpilot alternative
Compare capabilities for document automation and AI-powered workflows
Features
Features
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V7
Finpilot
vs.
Visual source grounding
Visual source grounding
Visual source grounding
Visual source grounding
AI citations visually link every output to exact source locations in documents for audit trails
AI citations visually link every output to exact source locations in documents for audit trails
V7
AI citations visually link every output to exact source locations in documents for audit trails
AI citations visually link every output to exact source locations in documents for audit trails
Provides citations in responses but without visual document location mapping
Provides citations in responses but without visual document location mapping
Finpilot
Provides citations in responses but without visual document location mapping
Provides citations in responses but without visual document location mapping
Multi-industry AI agents
Pre-built specialized agents for finance, legal, insurance, and real estate workflows
Pre-built specialized agents for finance, legal, insurance, and real estate workflows
V7
Pre-built specialized agents for finance, legal, insurance, and real estate workflows
Pre-built specialized agents for finance, legal, insurance, and real estate workflows
Focused exclusively on investment management and wealth advisory use cases
Focused exclusively on investment management and wealth advisory use cases
Finpilot
Focused exclusively on investment management and wealth advisory use cases
Focused exclusively on investment management and wealth advisory use cases
Document chat interface
AI Concierge chat interface for querying documents and delegating tasks to agents
AI Concierge chat interface for querying documents and delegating tasks to agents
V7
AI Concierge chat interface for querying documents and delegating tasks to agents
AI Concierge chat interface for querying documents and delegating tasks to agents
Strong chat interface for instant answers from manager documents and internal memos
Strong chat interface for instant answers from manager documents and internal memos
Finpilot
Strong chat interface for instant answers from manager documents and internal memos
Strong chat interface for instant answers from manager documents and internal memos
Automated data extraction
95-99% accuracy on document extraction with multimodal processing capabilities
95-99% accuracy on document extraction with multimodal processing capabilities
V7
95-99% accuracy on document extraction with multimodal processing capabilities
95-99% accuracy on document extraction with multimodal processing capabilities
Automated extraction from financial statements, tax returns, and investment documents
Automated extraction from financial statements, tax returns, and investment documents
Finpilot
Automated extraction from financial statements, tax returns, and investment documents
Automated extraction from financial statements, tax returns, and investment documents
Portfolio monitoring alerts
Configurable workflows with human-in-the-loop review stages and approval processes
Configurable workflows with human-in-the-loop review stages and approval processes
V7
Configurable workflows with human-in-the-loop review stages and approval processes
Configurable workflows with human-in-the-loop review stages and approval processes
24/7 monitoring with proactive alerts for capital calls, strategy changes, and developments
24/7 monitoring with proactive alerts for capital calls, strategy changes, and developments
Finpilot
24/7 monitoring with proactive alerts for capital calls, strategy changes, and developments
24/7 monitoring with proactive alerts for capital calls, strategy changes, and developments
Custom agent development
Solution engineers design industry-specific agents tailored to your business needs
Solution engineers design industry-specific agents tailored to your business needs
V7
Solution engineers design industry-specific agents tailored to your business needs
Solution engineers design industry-specific agents tailored to your business needs
AI agents available but primarily configured for investment research workflows
AI agents available but primarily configured for investment research workflows
Finpilot
AI agents available but primarily configured for investment research workflows
AI agents available but primarily configured for investment research workflows
Pricing
Pricing
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Pricing
Finpilot pricing explained
Comparing enterprise pricing models for AI document automation
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
Finpilot
Finpilot does not publish detailed pricing on its website and appears to operate through customized enterprise pricing. Some secondary sources suggest a free tier or beta version may be available for exploring core features, with premium plans potentially starting around ���9.99 per month for basic tiers. Enterprise pricing is likely customized based on integration requirements, user count, and specific feature needs, with white-glove support available for larger implementations.
Finpilot does not publish detailed pricing on its website and appears to operate through customized enterprise pricing. Some secondary sources suggest a free tier or beta version may be available for exploring core features, with premium plans potentially starting around ���9.99 per month for basic tiers. Enterprise pricing is likely customized based on integration requirements, user count, and specific feature needs, with white-glove support available for larger implementations.
Custom enterprise pricing with no published rates on the website
Custom enterprise pricing with no published rates on the website
Custom enterprise pricing with no published rates on the website
Custom enterprise pricing with no published rates on the website
Personalized support and guided implementation included for enterprise customers
Personalized support and guided implementation included for enterprise customers
Personalized support and guided implementation included for enterprise customers
Personalized support and guided implementation included for enterprise customers
Demo available through booking on the website
Demo available through booking on the website
Demo available through booking on the website
Demo available through booking on the website
Comparison
Comparison
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Comparison
Comparing V7 Go and Finpilot capabilities
Understanding pricing models and implementation approaches
Features
Features
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Features
V7
Enterprise AI automation platform with multi-industry specialization
V7 Go is an enterprise AI automation platform that provides specialized agents for document-intensive workflows across finance, legal, insurance, and real estate. The platform offers visual grounding that traces every AI output to its exact source location in documents, creating audit trails for compliance with SOX, HIPAA, and KYC/AML requirements. V7 Go achieves 95-99% accuracy on document processing benchmarks and supports 1M+ token context windows for large document bundles. The platform includes white-glove service with solution engineers who build custom integrations with legacy systems and design industry-specific agents tailored to each organization.
Finpilot
AI knowledge management for investment and wealth management
Finpilot is an AI knowledge management platform designed for allocators, LPs, wealth managers, RIAs, endowments, foundations, OCIOs, and family offices. The platform automates research, document processing, and report generation to help investment professionals focus on high-level decision making. Finpilot offers a chat interface for instant answers from internal documents, automated data extraction from financial statements and manager communications, and a Matrix feature that synthesizes thousands of documents into comparative tables. The platform monitors incoming documents 24/7 and proactively alerts users to capital calls, strategy changes, and critical developments.
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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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 do V7 Go and Finpilot compare for investment management workflows?
Both platforms offer strong capabilities for investment management workflows. Finpilot is purpose-built for allocators, LPs, and wealth managers, with features like manager monitoring, portfolio intelligence, and automated meeting preparation. V7 Go provides specialized AI agents for financial analysis including CIM review, financial statement analysis, and due diligence workflows, while also extending to legal, insurance, and real estate use cases. Organizations focused exclusively on investment management may find Finpilot's specialized features well-suited to their needs, while those requiring automation across multiple departments may benefit from V7 Go's broader industry coverage.
+
What are the differences in document processing capabilities?
Finpilot automates extraction from financial statements, tax returns, and investment documents, with a Matrix feature that synthesizes thousands of documents into comparative tables. V7 Go provides multimodal document processing with 95-99% accuracy on extraction benchmarks, supporting PDFs, images, spreadsheets, and other formats with 1M+ token context windows for large document bundles. V7 Go's visual grounding traces every output to its exact source location in documents, creating audit trails for compliance requirements. Both platforms handle complex financial documents, with different strengths in visualization and traceability.
+
How do the chat and AI assistant features compare?
Finpilot offers a chat interface that provides instant answers from manager documents, internal memos, and meeting notes, enabling investment teams to query their knowledge base conversationally. V7 Go provides an AI Concierge that allows users to chat with documents and delegate tasks to specialized agents across multiple industries. Both platforms emphasize natural language interaction with document repositories, with Finpilot focusing on investment-specific queries and V7 Go offering broader workflow automation through its agent ecosystem.
+
Which platform is better for organizations in regulated industries?
V7 Go is built for regulated industries with visual grounding that creates audit trails required for SOX, HIPAA, FDA, and KYC/AML compliance. Every AI output can be traced to its exact source location in documents, providing the provenance needed for regulatory requirements. Finpilot serves investment management firms that operate under regulatory oversight, with features designed for manager monitoring and due diligence. Organizations with strict compliance requirements across multiple departments may find V7 Go's visual grounding and audit trail capabilities particularly valuable.
+
How do integration capabilities compare between the platforms?
Finpilot connects to internal data sources including CRMs, Excel files, and document repositories, with an emphasis on integrating with existing investment team workflows. V7 Go offers integrations with 8,000+ apps via Zapier, REST API connections, and white-glove service that includes custom integrations with legacy systems built by solution engineers. Both platforms support integration with business systems, with Finpilot focusing on investment-specific data sources and V7 Go providing broader enterprise system connectivity across multiple industries.
+
What support and implementation services does each platform offer?
Finpilot emphasizes personalized support with guided implementation for enterprise customers, targeting rapid deployment with minimal manual configuration for investment teams. V7 Go provides white-glove service with dedicated solution engineers who build custom integrations with legacy systems, design industry-specific AI agents, and offer hands-on implementation support throughout deployment. Both platforms provide enterprise-level support, with different approaches to customization and implementation based on their target industries and use cases.
+
How do V7 Go and Finpilot compare for investment management workflows?
Both platforms offer strong capabilities for investment management workflows. Finpilot is purpose-built for allocators, LPs, and wealth managers, with features like manager monitoring, portfolio intelligence, and automated meeting preparation. V7 Go provides specialized AI agents for financial analysis including CIM review, financial statement analysis, and due diligence workflows, while also extending to legal, insurance, and real estate use cases. Organizations focused exclusively on investment management may find Finpilot's specialized features well-suited to their needs, while those requiring automation across multiple departments may benefit from V7 Go's broader industry coverage.
+
What are the differences in document processing capabilities?
Finpilot automates extraction from financial statements, tax returns, and investment documents, with a Matrix feature that synthesizes thousands of documents into comparative tables. V7 Go provides multimodal document processing with 95-99% accuracy on extraction benchmarks, supporting PDFs, images, spreadsheets, and other formats with 1M+ token context windows for large document bundles. V7 Go's visual grounding traces every output to its exact source location in documents, creating audit trails for compliance requirements. Both platforms handle complex financial documents, with different strengths in visualization and traceability.
+
How do the chat and AI assistant features compare?
Finpilot offers a chat interface that provides instant answers from manager documents, internal memos, and meeting notes, enabling investment teams to query their knowledge base conversationally. V7 Go provides an AI Concierge that allows users to chat with documents and delegate tasks to specialized agents across multiple industries. Both platforms emphasize natural language interaction with document repositories, with Finpilot focusing on investment-specific queries and V7 Go offering broader workflow automation through its agent ecosystem.
+
Which platform is better for organizations in regulated industries?
V7 Go is built for regulated industries with visual grounding that creates audit trails required for SOX, HIPAA, FDA, and KYC/AML compliance. Every AI output can be traced to its exact source location in documents, providing the provenance needed for regulatory requirements. Finpilot serves investment management firms that operate under regulatory oversight, with features designed for manager monitoring and due diligence. Organizations with strict compliance requirements across multiple departments may find V7 Go's visual grounding and audit trail capabilities particularly valuable.
+
How do integration capabilities compare between the platforms?
Finpilot connects to internal data sources including CRMs, Excel files, and document repositories, with an emphasis on integrating with existing investment team workflows. V7 Go offers integrations with 8,000+ apps via Zapier, REST API connections, and white-glove service that includes custom integrations with legacy systems built by solution engineers. Both platforms support integration with business systems, with Finpilot focusing on investment-specific data sources and V7 Go providing broader enterprise system connectivity across multiple industries.
+
What support and implementation services does each platform offer?
Finpilot emphasizes personalized support with guided implementation for enterprise customers, targeting rapid deployment with minimal manual configuration for investment teams. V7 Go provides white-glove service with dedicated solution engineers who build custom integrations with legacy systems, design industry-specific AI agents, and offer hands-on implementation support throughout deployment. Both platforms provide enterprise-level support, with different approaches to customization and implementation based on their target industries and use cases.
+
How do V7 Go and Finpilot compare for investment management workflows?
Both platforms offer strong capabilities for investment management workflows. Finpilot is purpose-built for allocators, LPs, and wealth managers, with features like manager monitoring, portfolio intelligence, and automated meeting preparation. V7 Go provides specialized AI agents for financial analysis including CIM review, financial statement analysis, and due diligence workflows, while also extending to legal, insurance, and real estate use cases. Organizations focused exclusively on investment management may find Finpilot's specialized features well-suited to their needs, while those requiring automation across multiple departments may benefit from V7 Go's broader industry coverage.
+
What are the differences in document processing capabilities?
Finpilot automates extraction from financial statements, tax returns, and investment documents, with a Matrix feature that synthesizes thousands of documents into comparative tables. V7 Go provides multimodal document processing with 95-99% accuracy on extraction benchmarks, supporting PDFs, images, spreadsheets, and other formats with 1M+ token context windows for large document bundles. V7 Go's visual grounding traces every output to its exact source location in documents, creating audit trails for compliance requirements. Both platforms handle complex financial documents, with different strengths in visualization and traceability.
+
How do the chat and AI assistant features compare?
Finpilot offers a chat interface that provides instant answers from manager documents, internal memos, and meeting notes, enabling investment teams to query their knowledge base conversationally. V7 Go provides an AI Concierge that allows users to chat with documents and delegate tasks to specialized agents across multiple industries. Both platforms emphasize natural language interaction with document repositories, with Finpilot focusing on investment-specific queries and V7 Go offering broader workflow automation through its agent ecosystem.
+
Which platform is better for organizations in regulated industries?
V7 Go is built for regulated industries with visual grounding that creates audit trails required for SOX, HIPAA, FDA, and KYC/AML compliance. Every AI output can be traced to its exact source location in documents, providing the provenance needed for regulatory requirements. Finpilot serves investment management firms that operate under regulatory oversight, with features designed for manager monitoring and due diligence. Organizations with strict compliance requirements across multiple departments may find V7 Go's visual grounding and audit trail capabilities particularly valuable.
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How do integration capabilities compare between the platforms?
Finpilot connects to internal data sources including CRMs, Excel files, and document repositories, with an emphasis on integrating with existing investment team workflows. V7 Go offers integrations with 8,000+ apps via Zapier, REST API connections, and white-glove service that includes custom integrations with legacy systems built by solution engineers. Both platforms support integration with business systems, with Finpilot focusing on investment-specific data sources and V7 Go providing broader enterprise system connectivity across multiple industries.
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What support and implementation services does each platform offer?
Finpilot emphasizes personalized support with guided implementation for enterprise customers, targeting rapid deployment with minimal manual configuration for investment teams. V7 Go provides white-glove service with dedicated solution engineers who build custom integrations with legacy systems, design industry-specific AI agents, and offer hands-on implementation support throughout deployment. Both platforms provide enterprise-level support, with different approaches to customization and implementation based on their target industries and use cases.
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How do V7 Go and Finpilot compare for investment management workflows?
Both platforms offer strong capabilities for investment management workflows. Finpilot is purpose-built for allocators, LPs, and wealth managers, with features like manager monitoring, portfolio intelligence, and automated meeting preparation. V7 Go provides specialized AI agents for financial analysis including CIM review, financial statement analysis, and due diligence workflows, while also extending to legal, insurance, and real estate use cases. Organizations focused exclusively on investment management may find Finpilot's specialized features well-suited to their needs, while those requiring automation across multiple departments may benefit from V7 Go's broader industry coverage.
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What are the differences in document processing capabilities?
Finpilot automates extraction from financial statements, tax returns, and investment documents, with a Matrix feature that synthesizes thousands of documents into comparative tables. V7 Go provides multimodal document processing with 95-99% accuracy on extraction benchmarks, supporting PDFs, images, spreadsheets, and other formats with 1M+ token context windows for large document bundles. V7 Go's visual grounding traces every output to its exact source location in documents, creating audit trails for compliance requirements. Both platforms handle complex financial documents, with different strengths in visualization and traceability.
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How do the chat and AI assistant features compare?
Finpilot offers a chat interface that provides instant answers from manager documents, internal memos, and meeting notes, enabling investment teams to query their knowledge base conversationally. V7 Go provides an AI Concierge that allows users to chat with documents and delegate tasks to specialized agents across multiple industries. Both platforms emphasize natural language interaction with document repositories, with Finpilot focusing on investment-specific queries and V7 Go offering broader workflow automation through its agent ecosystem.
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Which platform is better for organizations in regulated industries?
V7 Go is built for regulated industries with visual grounding that creates audit trails required for SOX, HIPAA, FDA, and KYC/AML compliance. Every AI output can be traced to its exact source location in documents, providing the provenance needed for regulatory requirements. Finpilot serves investment management firms that operate under regulatory oversight, with features designed for manager monitoring and due diligence. Organizations with strict compliance requirements across multiple departments may find V7 Go's visual grounding and audit trail capabilities particularly valuable.
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How do integration capabilities compare between the platforms?
Finpilot connects to internal data sources including CRMs, Excel files, and document repositories, with an emphasis on integrating with existing investment team workflows. V7 Go offers integrations with 8,000+ apps via Zapier, REST API connections, and white-glove service that includes custom integrations with legacy systems built by solution engineers. Both platforms support integration with business systems, with Finpilot focusing on investment-specific data sources and V7 Go providing broader enterprise system connectivity across multiple industries.
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What support and implementation services does each platform offer?
Finpilot emphasizes personalized support with guided implementation for enterprise customers, targeting rapid deployment with minimal manual configuration for investment teams. V7 Go provides white-glove service with dedicated solution engineers who build custom integrations with legacy systems, design industry-specific AI agents, and offer hands-on implementation support throughout deployment. Both platforms provide enterprise-level support, with different approaches to customization and implementation based on their target industries and use cases.
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Don't wait too long
Don't wait too long
Don't wait too long
Don't wait too long
Move beyond prototypes.
Move beyond prototypes.
Build AI workflows that scale.
Build AI workflows that scale.
With V7, not workarounds.
With V7, not workarounds.
Welcome Go
Welcome Go
Welcome Go
It's time
See how V7 fits your documents, workflows, and compliance needs.