A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Compare

V7 vs. Rogo AI

Searching for a good Rogo AI alternative?

Evaluating Rogo AI as an AI platform for finance

vs.

Summarise article

Generate key take-away's

Get started

Why choose V7 over Rogo AI?

Both platforms automate document-intensive workflows with AI agents. Rogo AI specializes in finance, while V7 Go covers multiple industries.

Overview

Multi-Industry Coverage

V7 Go offers 300+ specialized AI agents across finance, legal, insurance, and real estate, while Rogo AI focuses exclusively on financial services workflows.

Visual Source Grounding

V7 Go provides AI citations that visually trace every output to exact source locations in documents, creating audit trails for regulatory compliance.

No-Code Workflow Builder

V7 Go provides a visual workflow designer with conditional logic and human review steps, accessible to business users without technical expertise.

Features

What makes V7 Go the best Rogo AI alternative

Compare capabilities for document-intensive AI automation

Features

Get started

Rogo AI

vs.

Financial data integrations

Integrates with business systems via API and Zapier, with custom integrations built by solution engineers

Premium integrations with Capital IQ, FactSet, PitchBook, LSEG, and 65M+ financial documents

Rogo AI

Premium integrations with Capital IQ, FactSet, PitchBook, LSEG, and 65M+ financial documents

Multi-industry AI agents

300+ specialized agents across finance, legal, insurance, and real estate verticals

Finance-only focus with agents designed exclusively for Wall Street workflows

Rogo AI

Finance-only focus with agents designed exclusively for Wall Street workflows

Visual source citations

AI citations visually link every output to exact source document locations for auditability

Provides citations traceable to sources but without visual document location mapping

Rogo AI

Provides citations traceable to sources but without visual document location mapping

No-code workflow builder

Visual interface with conditional logic, branching, and human review steps for non-technical users

Conversational interface for queries rather than visual workflow configuration

Rogo AI

Conversational interface for queries rather than visual workflow configuration

Enterprise security

SOC 2 Type II, ISO27001, GDPR compliance with SSO and role-based permissions

SOC 2, ISO 27001, ISO 42001 certified with single-tenant deployment options

Rogo AI

SOC 2, ISO 27001, ISO 42001 certified with single-tenant deployment options

Custom agent development

Solution engineers design industry-specific agents tailored to your workflows

White-glove service with ex-bankers for finance-specific customization

Rogo AI

White-glove service with ex-bankers for finance-specific customization

Pricing

Get started

Rogo AI pricing explained

Both platforms use enterprise pricing models tailored to organizational needs

Features

Get started

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 flexible 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

White-glove service includes custom integrations and specialized agent development

Free proof of concept available with sample documents before commitment

Rogo AI

Rogo AI uses custom enterprise pricing based on the number of users, document processing volumes, and integration requirements. The platform is available through enterprise contracts and marketplaces including AWS Marketplace and Microsoft Azure Marketplace. Pricing is not publicly disclosed, and prospective clients work with the enterprise sales team to configure solutions. The seat-based model scales as more users within client firms adopt the platform.

Enterprise-only pricing with custom quotes based on users and volume

Available through AWS Marketplace, Azure Marketplace, or direct enterprise sales

No free tier or public trial available without sales engagement

Comparison

Get started

Comparing V7 Go and Rogo AI capabilities

Understanding pricing models and implementation approaches

Features

Get started

Enterprise AI automation platform with multi-industry agents

V7 Go is an enterprise AI automation platform that provides specialized agents across finance, legal, insurance, and real estate industries. The platform offers over 300 pre-built AI agents designed for specific roles, from financial planning and analysis to contract management and claims processing. V7 Go features 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. The platform includes white-glove service with solution engineers who build custom integrations and design industry-specific agents tailored to each organization.

Rogo AI

AI-powered research platform for finance professionals

Rogo AI is a generative AI platform built specifically for finance professionals at investment banks, private equity firms, asset managers, and hedge funds. Founded by former Lazard and J.P. Morgan bankers, the platform combines fine-tuned language models with autonomous agents capable of searching and analyzing millions of financial documents. Rogo integrates with premium data providers including S&P Capital IQ, FactSet, PitchBook, and LSEG, providing access to real-time filings, credit ratings, and market data. The platform has raised $75M in Series C funding led by Sequoia Capital and serves over 25,000 bankers and investors.

Testimonials

Get started

Trusted by teams shipping AI to production

What customers say after choosing V7 Go

Features

Get started

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

Integrate with 2000+ apps and services

Connect your favorite apps:

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

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

Everything you need to run AI in production

A complete platform for document intelligence and workflows

Features

Get started

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.

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.

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

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.

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.

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.

The V7 Product Suite

One Unified Workspace. Endless AI Capabilities.

AI Tables, AI Docs, automated document generation, Knowledge Hubs and powerful integrations — all working together like an AI-native Microsoft Office.

FAQs

Have questions?
Find answers.

Any more questions?

Talk to sales

How do the AI agent capabilities compare between V7 Go and Rogo AI?

Both platforms provide specialized AI agents for document-intensive workflows. Rogo AI offers autonomous agents fine-tuned for financial analysis, capable of searching millions of documents and generating reports, presentations, and Excel models for investment research and due diligence. V7 Go provides over 300 pre-built agents across multiple industries including finance, legal, insurance, and real estate, with solution engineers available to design custom agents for specific workflows.

Which platform is better for organizations with needs beyond financial research?

Rogo AI is designed exclusively for finance professionals and Wall Street workflows, with deep expertise in investment banking, private equity, and asset management use cases. V7 Go serves organizations that need automation across multiple departments, offering specialized AI agents for legal contract review, insurance claims processing, real estate lease abstraction, and financial analysis. Organizations with cross-departmental automation needs may find V7 Go's broader coverage more suitable.

How do the data integrations compare between the two platforms?

Rogo AI offers premium integrations with institutional financial data providers including S&P Capital IQ, FactSet, PitchBook, and LSEG, providing access to over 65 million documents, real-time filings, and market data. V7 Go takes a different approach, offering integrations with business systems via API and Zapier connections to 8,000+ apps, with solution engineers available to build custom integrations with legacy systems. The choice depends on whether your primary need is financial data access or broader business system connectivity.

What are the differences in auditability and compliance features?

Both platforms emphasize enterprise security and compliance. Rogo AI provides SOC 2, ISO 27001, and ISO 42001 certifications with single-tenant deployment options and automated citations traceable to source documents. V7 Go offers SOC 2 Type II, ISO27001, and GDPR compliance, with visual grounding that traces every AI output to exact locations in source documents, creating audit trails for SOX, HIPAA, FDA, and KYC/AML requirements. V7 Go's visual citation feature provides interactive highlighting in the UI for verification.

How do the implementation and support models differ?

Rogo AI provides white-glove service with a team of former bankers who understand financial workflows deeply, offering bespoke deployments and change management support for enterprise clients. V7 Go offers white-glove service with solution engineers who build custom integrations with legacy systems and design industry-specific AI agents, with the ability to deliver proof of concepts within days. Both platforms emphasize hands-on implementation support, though Rogo AI's expertise is finance-specific while V7 Go covers multiple industries.

Can V7 Go handle the same financial document workflows as Rogo AI?

V7 Go provides specialized finance agents for financial statement analysis, due diligence, and FP&A automation with 95-99% accuracy on document extraction. However, Rogo AI offers deeper integration with institutional financial data providers and is built specifically by former bankers for Wall Street workflows. Organizations focused exclusively on investment banking, private equity, or asset management research may find Rogo AI's finance-specific depth more aligned with their needs, while those requiring automation across multiple departments may prefer V7 Go's broader coverage.

Don't wait too long

Move beyond prototypes.

Build AI workflows that scale.

With V7, not workarounds.

Welcome Go

It's time

See how V7 fits your documents, workflows, and compliance needs.