90% ROI increase
AI Financial Reporting Agent
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.
Shareholder agreement review
See AI Financial Statement Analysis Agent in action
Play video
Shareholder agreement review
See AI Financial Statement Analysis Agent in action
Play video
Shareholder agreement review
See AI Financial Statement Analysis Agent in action
Play video
Shareholder agreement review
See AI Financial Statement Analysis Agent in action
Play video
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%
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.
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.
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.
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.
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.
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.
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.
Process 10-Q reports, annual statements, and earnings releases.
Extract key financial metrics, margin trends, and cash flow data.
Get started
Get started
Import your files
Excel
,
PowerBI
,
Tableau
Import your files from whereever they are currently stored
10-Q Reports
10-Q Reports
Management Discussion & Analysis
Management Discussion & Analysis
Annual Financial Statements
Annual Financial Statements
Investor Presentations
Investor Presentations
Earnings Releases
Earnings Releases
Performance Dashboards
Performance Dashboards
All types of Finance documents supported
Revenue breakdowns by segment
Revenue breakdowns by segment
EBITDA and margin trends
EBITDA and margin trends
Cash flow components and metrics
Cash flow components and metrics
Balance sheet line items
Balance sheet line items
Profitability and efficiency ratios
Profitability and efficiency ratios
Working capital requirements
Working capital requirements
Debt structure and covenants
Debt structure and covenants
Year-over-year growth rates
Year-over-year growth rates
Management guidance and targets
Management guidance and targets
Non-GAAP financial measures
Non-GAAP financial measures
Item 01
Item 01
Once imported our system extracts and organises the essentials
Customer Voices
Customer Voices
Building trustworthy AI, trained on your data.
Join the world's best teams and Fortune 500s.
Building trustworthy AI. Join the world's best teams and Fortune 500s.
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Healthcare
•
Finance
•
Legal
•
Insurance
•
Logistics
•
Biotechnology
•
Manufacturing
•
Real Estate
Customer Voices
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Healthcare
“I have worked with 600+ vendors in my life. I always look at good technology, stable company, good people, and how much a vendor is invested in your success. I found all of those things with V7.”
Read the full story
Healthcare
“I have worked with 600+ vendors in my life. I always look at good technology, stable company, good people, and how much a vendor is invested in your success. I found all of those things with V7.”
Read the full story
Software
“V7 made it possible to build a dataset we couldn't build before—fast. It’s been a real level change.”
Read the full story
Software
“V7 made it possible to build a dataset we couldn't build before—fast. It’s been a real level change.”
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Agriculture
"V7 is really easy to use and has great customer support—bugs are fixed, email support is very fast, and feature requests are delivered as promised."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Healthcare
"We use V7 for digital pathology image annotation - it streamlines the process so that we can get the data in the easy-to-parse format for ML purposes."
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Healthcare
The configurability and extensive API interface of V7 has enabled us to quickly create, customise, deploy and make changes to our labelling processes all through automated communications with our own backend tooling.
Read the full story
Automotive
"We chose V7 because we wanted to build new types of workflows. We had our own system, but we wanted it to accomplish additional tasks, like create other annotation types, re-annotations, annotations on videos—activities that would be a lot of effort in development."
Read the full story
Automotive
“We tried multiple other annotation providers, but none matched the accuracy and time savings of V7 and DDD working together.”
Read the full story
Agriculture
"We needed a tool that could do annotating and data versioning because we distribute our tools to farms, and we need to make sure that they have the same version of data for the same models."
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
From handwritten notes to complex graphs, V7 Go reads and understands them all—even when layouts shift across documents. Process hundreds of documents and pages, transforming them into structured outputs with task-based workflows you can customize or build from scratch.
Input types
50+ languages
Handwritten
200 pages
Multi-modal
Document types
PDFs
URL
Tables
Graphs
Speadsheets
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate through GenAI reasoning.
Break down complex document processing into discrete steps. Choose from top GenAI models, OCR tools, custom Python code, or integrate your own model to achieve fast, accurate, and reliable results with outputs you can trust.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Off
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
You can verify if AI-generated responses are true and which excerpts they were based on. AI models in V7 Go automatically highlight source areas in your documents. Human reviewers can focus their time on results with lower confidence scores and make corrections when needed.
Visual grouding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Integrate V7 seamlessly with your existing tech stack. Our platform connects to your cloud infrastructure and ML frameworks while ensuring robust data security and compliance with rigorous standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Pilot
Pilot
Curious how we can realise 90% ROI increase for you?
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
Send us a few samples, and we’ll deliver a custom demo with results—within 48 hours.
You’ll hear back in less than 24 hours
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
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.
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.
Testimonials
Testimonials
Secure and trustworthy AI.
Hear what customers say.
Secure and trustworthy AI.
Hear what customers say.
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Increase in Processing Speed
21x
Processing financial statements 21x faster while also increasing accuracy by 54% and significantly reducing labor costs.
Specialized Asset Management Firm
Document Type
20+ Page Reports
We use Collections on V7 Go to automate completion of our 20-page safety inspection reports. The system analyzes photos and supporting documentation and returns structured data for each question. It saves us hours on each report.
Ryan Ziegler
CEO of Certainty Software
Deploying complex AI workflows across large volumes of documents with V7 Go to increase accuracy, scale, and quality of legal services.
International Law Firm
Answers
Answers
What you need to know about our
AI Financial Statement Analysis Agent
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.
+
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.
+
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.
+
More Agents
More Agents
Explore more agents to help you
boost productivity of your Finance work
More agents
Finance
AI Discounted Cash Flow (DCF) Modeling Agent
Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
Financial Projection Extraction
Assumption Verification
WACC Input Sourcing
Finance
AI Discounted Cash Flow (DCF) Modeling Agent
Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
Financial Projection Extraction
Assumption Verification
WACC Input Sourcing
Finance
AI Discounted Cash Flow (DCF) Modeling Agent
Delegate the data gathering for your DCF models to an AI agent. It extracts financial projections, capex, and working capital assumptions from any document.
Financial Projection Extraction
Assumption Verification
WACC Input Sourcing
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Portfolio Rebalancing Agent
Streamline portfolio rebalancing with V7 Go. Analyze asset allocations, optimize performance, and ensure regulatory compliance with advanced AI.
Asset Allocation Analysis
Performance Optimization
Regulatory Adherence
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Data Room Analysis Agent
Streamline data room analysis with AI. Extract key insights from financial documents, technical specs, and operational reports. Reduce manual review time by 90%.
Automated Data Extraction
Insight Generation
Data Room Risk ID
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
Investment Document Analysis Agent
Analyze investment prospectuses with our AI analysis agent. Extract financial summaries, assess risks, and parse legal terms with source-verified accuracy.
Risk Factor Assessment
Financial Data Extraction
Legal Term Parsing
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Financial Due Diligence Agent
Transform M&A and investment due diligence with our AI due diligence agent. Verify financials, organize documents, and flag risks with direct source verification.
Financial Data Verification
Document Systemization
Investment Risk ID
Finance
AI Investment Analysis Agent
Transform investment evaluation with our AI analysis agent. Analyze performance, compare market positions, and calculate ROI with direct source verification.
Performance Metrics
Market Comparisons
ROI Calculation
Finance
AI Investment Analysis Agent
Transform investment evaluation with our AI analysis agent. Analyze performance, compare market positions, and calculate ROI with direct source verification.
Performance Metrics
Market Comparisons
ROI Calculation
Finance
AI Investment Analysis Agent
Transform investment evaluation with our AI analysis agent. Analyze performance, compare market positions, and calculate ROI with direct source verification.
Performance Metrics
Market Comparisons
ROI Calculation
Next Step
Next Step
Transform your financial analysis process
Transform your financial analysis process
Transform your financial analysis process
Join leading financial firms automating statement analysis with AI
Join leading financial firms automating statement analysis with AI
Join leading financial firms automating statement analysis with AI
You’ll hear back in less than 24 hours
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: