AI Financial Reporting Agent
From financial statements to actionable insights
From financial statements to actionable insights
V7 Go's financial reporting agent extracts key metrics, identifies trends, and calculates ratios from financial statements with unprecedented accuracy. Process 10-Q reports, financial statements, and performance documents in minutes instead of hours.
Why V7 Go
Why V7 Go
Metric Extraction
Automatically extract key financial metrics from statements and reports, including revenue, EBITDA, cash flow figures, and growth rates. Pull data from complex tables, footnotes, and narrative sections with precision.
Metric Extraction
Automatically extract key financial metrics from statements and reports, including revenue, EBITDA, cash flow figures, and growth rates. Pull data from complex tables, footnotes, and narrative sections with precision.
Metric Extraction
Automatically extract key financial metrics from statements and reports, including revenue, EBITDA, cash flow figures, and growth rates. Pull data from complex tables, footnotes, and narrative sections with precision.
Trend Analysis
Identify performance trends across multiple reporting periods by comparing key metrics over time. Visualize growth patterns, seasonal fluctuations, and potential areas of concern with automated comparisons.
Trend Analysis
Identify performance trends across multiple reporting periods by comparing key metrics over time. Visualize growth patterns, seasonal fluctuations, and potential areas of concern with automated comparisons.
Trend Analysis
Identify performance trends across multiple reporting periods by comparing key metrics over time. Visualize growth patterns, seasonal fluctuations, and potential areas of concern with automated comparisons.
Ratio Calculation
Calculate critical financial ratios including profitability, liquidity, efficiency, and leverage metrics. Compare results against industry benchmarks and historical performance to provide context.
Ratio Calculation
Calculate critical financial ratios including profitability, liquidity, efficiency, and leverage metrics. Compare results against industry benchmarks and historical performance to provide context.
Ratio Calculation
Calculate critical financial ratios including profitability, liquidity, efficiency, and leverage metrics. Compare results against industry benchmarks and historical performance to provide context.
10-Q Report Processing
Process quarterly financial reports to extract key insights, identify material changes from previous periods, and surface relevant disclosures. Analyze management discussion sections alongside numerical data.
10-Q Report Processing
Process quarterly financial reports to extract key insights, identify material changes from previous periods, and surface relevant disclosures. Analyze management discussion sections alongside numerical data.
10-Q Report Processing
Process quarterly financial reports to extract key insights, identify material changes from previous periods, and surface relevant disclosures. Analyze management discussion sections alongside numerical data.
Financial Statement Analysis
Conduct comprehensive analysis of balance sheets, income statements, and cash flow statements to provide a complete financial picture. Identify interdependencies across statements and reconcile figures.
Financial Statement Analysis
Conduct comprehensive analysis of balance sheets, income statements, and cash flow statements to provide a complete financial picture. Identify interdependencies across statements and reconcile figures.
Financial Statement Analysis
Conduct comprehensive analysis of balance sheets, income statements, and cash flow statements to provide a complete financial picture. Identify interdependencies across statements and reconcile figures.
Performance Report Review
Analyze internal and external performance reports to extract KPIs, validate calculations, and identify discrepancies. Transform unstructured performance data into standardized metrics for consistent evaluation.
Performance Report Review
Analyze internal and external performance reports to extract KPIs, validate calculations, and identify discrepancies. Transform unstructured performance data into standardized metrics for consistent evaluation.
Performance Report Review
Analyze internal and external performance reports to extract KPIs, validate calculations, and identify discrepancies. Transform unstructured performance data into standardized metrics for consistent evaluation.
Why V7 Go
Documents processed by the AI Financial Reporting Agent
Key data extracted from financial reports
Workflow
Workflow
Import your files
Excel
,
PowerBI
,
Tableau
10-Q Reports
10-Q Reports
10-Q Reports
10-Q Reports
Annual Financial Statements
Annual Financial Statements
Annual Financial Statements
Annual Financial Statements
Earnings Releases
Earnings Releases
Earnings Releases
Earnings Releases
Management Discussion & Analysis
Management Discussion & Analysis
Management Discussion & Analysis
Management Discussion & Analysis
Investor Presentations
Investor Presentations
Investor Presentations
Investor Presentations
Performance Dashboards
Performance Dashboards
Performance Dashboards
Performance Dashboards
Revenue breakdowns by segment
Revenue breakdowns by segment
Revenue breakdowns by segment
Revenue breakdowns by segment
EBITDA and margin trends
EBITDA and margin trends
EBITDA and margin trends
EBITDA and margin trends
Cash flow components and metrics
Cash flow components and metrics
Cash flow components and metrics
Cash flow components and metrics
Balance sheet line items
Balance sheet line items
Balance sheet line items
Balance sheet line items
Profitability and efficiency ratios
Profitability and efficiency ratios
Profitability and efficiency ratios
Profitability and efficiency ratios
Working capital requirements
Working capital requirements
Working capital requirements
Working capital requirements
Debt structure and covenants
Debt structure and covenants
Debt structure and covenants
Debt structure and covenants
Year-over-year growth rates
Year-over-year growth rates
Year-over-year growth rates
Year-over-year growth rates
Management guidance and targets
Management guidance and targets
Management guidance and targets
Management guidance and targets
Non-GAAP financial measures
Non-GAAP financial measures
Non-GAAP financial measures
Non-GAAP financial measures
Time comparison
Time comparison
Time comparison
Time comparison
Traditional way
3-4 hours per report
3-4 hours per report
With V7 Go agents
15-20 minutes per report
15-20 minutes per report
Average time saved
90%
90%
V7 Go
V7 Go
V7 Go
V7 Go
AI-powered solutions
for financial professionals
Financial professionals spend countless hours manually extracting data from complex financial statements, 10-Q reports, and performance documents. This repetitive process is prone to errors and consumes valuable time that could be spent on strategic analysis. V7 Go's financial reporting agent automates the extraction of key metrics, analyzes trends across periods, and calculates critical financial ratios with direct links to source documents for instant verification.
Financial Analysts
Eliminate hours spent manually extracting data from financial statements. Focus on interpreting insights rather than collecting numbers from dense documents.
Financial Analysts
Eliminate hours spent manually extracting data from financial statements. Focus on interpreting insights rather than collecting numbers from dense documents.
Financial Analysts
Eliminate hours spent manually extracting data from financial statements. Focus on interpreting insights rather than collecting numbers from dense documents.
Financial Analysts
Eliminate hours spent manually extracting data from financial statements. Focus on interpreting insights rather than collecting numbers from dense documents.
Investment Professionals
Analyze more financial statements in less time with greater consistency. Quickly identify trends and anomalies that matter for investment decisions.
Investment Professionals
Analyze more financial statements in less time with greater consistency. Quickly identify trends and anomalies that matter for investment decisions.
Investment Professionals
Analyze more financial statements in less time with greater consistency. Quickly identify trends and anomalies that matter for investment decisions.
Investment Professionals
Analyze more financial statements in less time with greater consistency. Quickly identify trends and anomalies that matter for investment decisions.
FAQ
FAQ
FAQ
FAQ
Have questions?
Find answers.
How does the financial reporting agent handle complex financial tables and footnotes?
The agent is specifically designed to process the complex tables and footnotes that characterize financial statements. It recognizes financial table structures regardless of format, extracts both headline figures and detailed breakdowns, and connects relevant footnotes to the main financial data. For instance, when analyzing revenue recognition details buried in footnotes, the agent will automatically associate this information with the corresponding revenue figures in the income statement, providing a complete picture of financial performance.
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How does the financial reporting agent handle complex financial tables and footnotes?
The agent is specifically designed to process the complex tables and footnotes that characterize financial statements. It recognizes financial table structures regardless of format, extracts both headline figures and detailed breakdowns, and connects relevant footnotes to the main financial data. For instance, when analyzing revenue recognition details buried in footnotes, the agent will automatically associate this information with the corresponding revenue figures in the income statement, providing a complete picture of financial performance.
+
How does the financial reporting agent handle complex financial tables and footnotes?
The agent is specifically designed to process the complex tables and footnotes that characterize financial statements. It recognizes financial table structures regardless of format, extracts both headline figures and detailed breakdowns, and connects relevant footnotes to the main financial data. For instance, when analyzing revenue recognition details buried in footnotes, the agent will automatically associate this information with the corresponding revenue figures in the income statement, providing a complete picture of financial performance.
+
How does the financial reporting agent handle complex financial tables and footnotes?
The agent is specifically designed to process the complex tables and footnotes that characterize financial statements. It recognizes financial table structures regardless of format, extracts both headline figures and detailed breakdowns, and connects relevant footnotes to the main financial data. For instance, when analyzing revenue recognition details buried in footnotes, the agent will automatically associate this information with the corresponding revenue figures in the income statement, providing a complete picture of financial performance.
+
Can the agent process multiple reporting periods and document formats?
Yes, the agent can analyze multiple reporting periods simultaneously, enabling quarter-over-quarter and year-over-year comparisons. It handles diverse document formats including PDFs of varying quality, Excel spreadsheets, PowerPoint presentations, and even images of financial statements. This multi-format capability is particularly valuable when dealing with historical documents or financial information embedded in presentations and other non-standard formats.
+
Can the agent process multiple reporting periods and document formats?
Yes, the agent can analyze multiple reporting periods simultaneously, enabling quarter-over-quarter and year-over-year comparisons. It handles diverse document formats including PDFs of varying quality, Excel spreadsheets, PowerPoint presentations, and even images of financial statements. This multi-format capability is particularly valuable when dealing with historical documents or financial information embedded in presentations and other non-standard formats.
+
Can the agent process multiple reporting periods and document formats?
Yes, the agent can analyze multiple reporting periods simultaneously, enabling quarter-over-quarter and year-over-year comparisons. It handles diverse document formats including PDFs of varying quality, Excel spreadsheets, PowerPoint presentations, and even images of financial statements. This multi-format capability is particularly valuable when dealing with historical documents or financial information embedded in presentations and other non-standard formats.
+
Can the agent process multiple reporting periods and document formats?
Yes, the agent can analyze multiple reporting periods simultaneously, enabling quarter-over-quarter and year-over-year comparisons. It handles diverse document formats including PDFs of varying quality, Excel spreadsheets, PowerPoint presentations, and even images of financial statements. This multi-format capability is particularly valuable when dealing with historical documents or financial information embedded in presentations and other non-standard formats.
+
How does the financial reporting agent ensure accuracy in its calculations?
The agent employs multiple validation checks to ensure calculation accuracy. It cross-references figures across different sections of financial documents, verifies that mathematical relationships (such as subtotals and totals) are maintained, and compares derived metrics against stated figures when available. Every calculated value includes direct links to the source data used in the calculation, allowing for immediate verification. The agent also flags potential inconsistencies or unusual patterns that might require additional scrutiny.
+
How does the financial reporting agent ensure accuracy in its calculations?
The agent employs multiple validation checks to ensure calculation accuracy. It cross-references figures across different sections of financial documents, verifies that mathematical relationships (such as subtotals and totals) are maintained, and compares derived metrics against stated figures when available. Every calculated value includes direct links to the source data used in the calculation, allowing for immediate verification. The agent also flags potential inconsistencies or unusual patterns that might require additional scrutiny.
+
How does the financial reporting agent ensure accuracy in its calculations?
The agent employs multiple validation checks to ensure calculation accuracy. It cross-references figures across different sections of financial documents, verifies that mathematical relationships (such as subtotals and totals) are maintained, and compares derived metrics against stated figures when available. Every calculated value includes direct links to the source data used in the calculation, allowing for immediate verification. The agent also flags potential inconsistencies or unusual patterns that might require additional scrutiny.
+
How does the financial reporting agent ensure accuracy in its calculations?
The agent employs multiple validation checks to ensure calculation accuracy. It cross-references figures across different sections of financial documents, verifies that mathematical relationships (such as subtotals and totals) are maintained, and compares derived metrics against stated figures when available. Every calculated value includes direct links to the source data used in the calculation, allowing for immediate verification. The agent also flags potential inconsistencies or unusual patterns that might require additional scrutiny.
+
Can the agent integrate with our existing financial systems and workflows?
Yes, the agent integrates with major financial platforms including Excel, PowerBI, Tableau, and enterprise ERP systems through our flexible API. Extracted financial data can be automatically exported to your modeling tools, dashboards, or databases in structured formats. This seamless integration eliminates manual data transfer steps and ensures that your existing financial workflows benefit from automated data extraction and analysis.
+
Can the agent integrate with our existing financial systems and workflows?
Yes, the agent integrates with major financial platforms including Excel, PowerBI, Tableau, and enterprise ERP systems through our flexible API. Extracted financial data can be automatically exported to your modeling tools, dashboards, or databases in structured formats. This seamless integration eliminates manual data transfer steps and ensures that your existing financial workflows benefit from automated data extraction and analysis.
+
Can the agent integrate with our existing financial systems and workflows?
Yes, the agent integrates with major financial platforms including Excel, PowerBI, Tableau, and enterprise ERP systems through our flexible API. Extracted financial data can be automatically exported to your modeling tools, dashboards, or databases in structured formats. This seamless integration eliminates manual data transfer steps and ensures that your existing financial workflows benefit from automated data extraction and analysis.
+
Can the agent integrate with our existing financial systems and workflows?
Yes, the agent integrates with major financial platforms including Excel, PowerBI, Tableau, and enterprise ERP systems through our flexible API. Extracted financial data can be automatically exported to your modeling tools, dashboards, or databases in structured formats. This seamless integration eliminates manual data transfer steps and ensures that your existing financial workflows benefit from automated data extraction and analysis.
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How does the agent handle industry-specific financial reporting conventions?
The agent recognizes industry-specific reporting conventions and metrics across sectors including technology, healthcare, financial services, manufacturing, and retail. It understands specialized metrics such as ARR and CAC for SaaS companies, same-store sales for retail, or reserve ratios for financial institutions. You can further customize the agent to prioritize the metrics and calculations most relevant to your specific industry focus or investment strategy.
+
How does the agent handle industry-specific financial reporting conventions?
The agent recognizes industry-specific reporting conventions and metrics across sectors including technology, healthcare, financial services, manufacturing, and retail. It understands specialized metrics such as ARR and CAC for SaaS companies, same-store sales for retail, or reserve ratios for financial institutions. You can further customize the agent to prioritize the metrics and calculations most relevant to your specific industry focus or investment strategy.
+
How does the agent handle industry-specific financial reporting conventions?
The agent recognizes industry-specific reporting conventions and metrics across sectors including technology, healthcare, financial services, manufacturing, and retail. It understands specialized metrics such as ARR and CAC for SaaS companies, same-store sales for retail, or reserve ratios for financial institutions. You can further customize the agent to prioritize the metrics and calculations most relevant to your specific industry focus or investment strategy.
+
How does the agent handle industry-specific financial reporting conventions?
The agent recognizes industry-specific reporting conventions and metrics across sectors including technology, healthcare, financial services, manufacturing, and retail. It understands specialized metrics such as ARR and CAC for SaaS companies, same-store sales for retail, or reserve ratios for financial institutions. You can further customize the agent to prioritize the metrics and calculations most relevant to your specific industry focus or investment strategy.
+
What kind of trend analysis can the agent perform across multiple reporting periods?
The agent performs comprehensive trend analysis including period-over-period growth rates, sequential trends, rolling averages, and compound annual growth rates (CAGR). It identifies acceleration or deceleration in key metrics, detects seasonal patterns, and highlights anomalies that deviate from established trends. For public companies, the agent can compare reported results against analyst estimates and previous guidance to provide context around performance expectations.
+
What kind of trend analysis can the agent perform across multiple reporting periods?
The agent performs comprehensive trend analysis including period-over-period growth rates, sequential trends, rolling averages, and compound annual growth rates (CAGR). It identifies acceleration or deceleration in key metrics, detects seasonal patterns, and highlights anomalies that deviate from established trends. For public companies, the agent can compare reported results against analyst estimates and previous guidance to provide context around performance expectations.
+
What kind of trend analysis can the agent perform across multiple reporting periods?
The agent performs comprehensive trend analysis including period-over-period growth rates, sequential trends, rolling averages, and compound annual growth rates (CAGR). It identifies acceleration or deceleration in key metrics, detects seasonal patterns, and highlights anomalies that deviate from established trends. For public companies, the agent can compare reported results against analyst estimates and previous guidance to provide context around performance expectations.
+
What kind of trend analysis can the agent perform across multiple reporting periods?
The agent performs comprehensive trend analysis including period-over-period growth rates, sequential trends, rolling averages, and compound annual growth rates (CAGR). It identifies acceleration or deceleration in key metrics, detects seasonal patterns, and highlights anomalies that deviate from established trends. For public companies, the agent can compare reported results against analyst estimates and previous guidance to provide context around performance expectations.
+
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Next steps
Transform your financial analysis process
Join leading financial firms automating statement analysis with AI
You’ll hear back in less than 24 hours
Next steps
Transform your financial analysis process
Join leading financial firms automating statement analysis with AI
You’ll hear back in less than 24 hours
Next steps
Transform your financial analysis process
Join leading financial firms automating statement analysis with AI
You’ll hear back in less than 24 hours
Next steps
Transform your financial analysis process
Join leading financial firms automating statement analysis with AI