AI-Powered Financial Spreading
AI-Powered Financial Spreading
Stop transcribing. Start analyzing.
Stop transcribing. Start analyzing.
V7 Go automates the tedious, manual process of financial spreading. Delegate the task of reading any financial statement and get the data back in your standardized format, ready for analysis.
What is it
What is it
Automating Financial Data Entry
Financial statement spreading is the process of transcribing data from non-standard financial reports into a standardized template for analysis.
How is it solved today?
Analysts spend hours manually keying data from PDF financial statements into Excel templates a slow and error-prone process that is a massive waste of skilled talent.
How is it solved today?
Analysts spend hours manually keying data from PDF financial statements into Excel templates a slow and error-prone process that is a massive waste of skilled talent.
How is it solved today?
Analysts spend hours manually keying data from PDF financial statements into Excel templates a slow and error-prone process that is a massive waste of skilled talent.
Why V7 Go
V7 Go's agent automatically reads any financial statement and maps the data to your firm's specific template delivering structured data with 99%+ accuracy in minutes.
Why V7 Go
V7 Go's agent automatically reads any financial statement and maps the data to your firm's specific template delivering structured data with 99%+ accuracy in minutes.
Why V7 Go
V7 Go's agent automatically reads any financial statement and maps the data to your firm's specific template delivering structured data with 99%+ accuracy in minutes.
Time comparison
Time comparison
Time comparison
Traditional way
2-4 hours
2-4 hours
With V7 Go agents
5-10 minutes
5-10 minutes
Average time saved
95%
95%
Why V7 Go
Process income statements, balance sheets, and cash flow statements.
Extract and spread all line items into your standardized template.
Workflow
Workflow
Import your files
Excel
,
Moody's Analytics
,
S&P Capital IQ
Income Statement
Income Statement
Income Statement
Balance Sheet
Balance Sheet
Balance Sheet
Statement of Cash Flows
Statement of Cash Flows
Statement of Cash Flows
Annual & Quarterly Reports
Annual & Quarterly Reports
Annual & Quarterly Reports
Audited Financials
Audited Financials
Audited Financials
Internal Management Accounts
Internal Management Accounts
Internal Management Accounts
Revenue & Sales Figures
Revenue & Sales Figures
Revenue & Sales Figures
Cost of Goods Sold (COGS)
Cost of Goods Sold (COGS)
Cost of Goods Sold (COGS)
Operating Expenses (SG&A, R&D)
Operating Expenses (SG&A, R&D)
Operating Expenses (SG&A, R&D)
EBITDA & Net Income
EBITDA & Net Income
EBITDA & Net Income
Asset & Liability Line Items
Asset & Liability Line Items
Asset & Liability Line Items
Cash Flow from Operations
Cash Flow from Operations
Cash Flow from Operations
Cash Flow from Investing
Cash Flow from Investing
Cash Flow from Investing
Cash Flow from Financing
Cash Flow from Financing
Cash Flow from Financing
Working Capital Components
Working Capital Components
Working Capital Components
Data Mapped to Your Custom Template
Data Mapped to Your Custom Template
Data Mapped to Your Custom Template
Why V7 Go
Why V7 Go
Automated Data Extraction
Accurately pull every line item from income statements, balance sheets, and cash flow statements, regardless of format.
Automated Data Extraction
Accurately pull every line item from income statements, balance sheets, and cash flow statements, regardless of format.
Automated Data Extraction
Accurately pull every line item from income statements, balance sheets, and cash flow statements, regardless of format.
Template Mapping
The agent intelligently maps non-standard line items from the source document to the correct accounts in your firm's standardized Excel spreading template.
Template Mapping
The agent intelligently maps non-standard line items from the source document to the correct accounts in your firm's standardized Excel spreading template.
Template Mapping
The agent intelligently maps non-standard line items from the source document to the correct accounts in your firm's standardized Excel spreading template.
Eliminate Manual Entry Errors
Achieve over 99% accuracy, eliminating the risk of costly typos and transcription errors that undermine financial analysis.
Eliminate Manual Entry Errors
Achieve over 99% accuracy, eliminating the risk of costly typos and transcription errors that undermine financial analysis.
Eliminate Manual Entry Errors
Achieve over 99% accuracy, eliminating the risk of costly typos and transcription errors that undermine financial analysis.
Footnote & Disclosure Linking
Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.
Footnote & Disclosure Linking
Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.
Footnote & Disclosure Linking
Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.
Footnote & Disclosure Linking
The agent can identify and link footnote disclosures to their corresponding line items on the financial statements, providing crucial context.
Footnote & Disclosure Linking
The agent can identify and link footnote disclosures to their corresponding line items on the financial statements, providing crucial context.
Footnote & Disclosure Linking
The agent can identify and link footnote disclosures to their corresponding line items on the financial statements, providing crucial context.
Free Up Analyst Time
Reduce the time spent on data entry by up to 95%, allowing your analysts to focus on credit risk assessment and investment analysis.
Free Up Analyst Time
Reduce the time spent on data entry by up to 95%, allowing your analysts to focus on credit risk assessment and investment analysis.
Free Up Analyst Time
Reduce the time spent on data entry by up to 95%, allowing your analysts to focus on credit risk assessment and investment analysis.
V7 Go
V7 Go
V7 Go
AI-powered financial analysis
AI-powered financial analysis
for credit and investment teams
Financial statement spreading is a universal bottleneck in credit analysis and investment evaluation. Analysts spend up to 80% of their time manually transcribing data from non-standard PDF financial statements into standardized Excel templates. This painstaking data entry is not only a poor use of highly skilled talent but is also notoriously prone to transcription errors that can compromise the entire analysis.
Credit Analysts
Automate the spreading of borrower financials to analyze creditworthiness faster and more accurately, increasing the volume of loans you can underwrite.
Credit Analysts
Automate the spreading of borrower financials to analyze creditworthiness faster and more accurately, increasing the volume of loans you can underwrite.
Credit Analysts
Automate the spreading of borrower financials to analyze creditworthiness faster and more accurately, increasing the volume of loans you can underwrite.
Investment Banking & PE
Accelerate company valuations and due diligence by eliminating the manual data entry bottleneck required to build financial models.
Investment Banking & PE
Accelerate company valuations and due diligence by eliminating the manual data entry bottleneck required to build financial models.
Investment Banking & PE
Accelerate company valuations and due diligence by eliminating the manual data entry bottleneck required to build financial models.
Delegate financial spreading
Delegate financial spreading
to a financial AI agent
to a financial AI agent
Automated Data Extraction
Accurately pull every line item from income statements balance sheets and cash flow statements regardless of format.
Template Mapping
The agent intelligently maps non-standard line items from the source document to the correct accounts in your standardized Excel template.
More agents
Next steps
Your analysts' time is too valuable for data entry.
Let's talk
You’ll hear back in less than 24 hours
Next steps
Your analysts' time is too valuable for data entry.
Let's talk
Next steps
Your analysts' time is too valuable for data entry.
Let's talk
You’ll hear back in less than 24 hours
FAQ
FAQ
FAQ
Have questions?
Find answers.
What is 'financial spreading'?
It is the process of taking financial statements from a company, which can be in any format, and transcribing the data into a standardized template (usually an Excel spreadsheet) to allow for consistent analysis.
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What is 'financial spreading'?
It is the process of taking financial statements from a company, which can be in any format, and transcribing the data into a standardized template (usually an Excel spreadsheet) to allow for consistent analysis.
+
What is 'financial spreading'?
It is the process of taking financial statements from a company, which can be in any format, and transcribing the data into a standardized template (usually an Excel spreadsheet) to allow for consistent analysis.
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How does the AI handle different account names from different companies?
The agent uses a financial ontology to understand that 'Sales', 'Revenue', and 'Turnover' are all the same concept. It intelligently maps these variations to the correct standardized account in your template.
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How does the AI handle different account names from different companies?
The agent uses a financial ontology to understand that 'Sales', 'Revenue', and 'Turnover' are all the same concept. It intelligently maps these variations to the correct standardized account in your template.
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How does the AI handle different account names from different companies?
The agent uses a financial ontology to understand that 'Sales', 'Revenue', and 'Turnover' are all the same concept. It intelligently maps these variations to the correct standardized account in your template.
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What if a company has a very unusual line item?
If the agent encounters a line item it cannot confidently map to your template, it will flag the item and the amount for a human analyst to quickly review and categorize.
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What if a company has a very unusual line item?
If the agent encounters a line item it cannot confidently map to your template, it will flag the item and the amount for a human analyst to quickly review and categorize.
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What if a company has a very unusual line item?
If the agent encounters a line item it cannot confidently map to your template, it will flag the item and the amount for a human analyst to quickly review and categorize.
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Does the output go directly into Excel?
Yes. The final output is a structured data file that can be directly imported into your existing Excel spreading models via an API or a simple download, completely bypassing manual data entry.
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Does the output go directly into Excel?
Yes. The final output is a structured data file that can be directly imported into your existing Excel spreading models via an API or a simple download, completely bypassing manual data entry.
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Does the output go directly into Excel?
Yes. The final output is a structured data file that can be directly imported into your existing Excel spreading models via an API or a simple download, completely bypassing manual data entry.
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How much training is required?
The agent works out-of-the-box on standard financial statements. For a proprietary spreading template, a one-time configuration process maps your specific accounts, which typically takes only a few hours.
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How much training is required?
The agent works out-of-the-box on standard financial statements. For a proprietary spreading template, a one-time configuration process maps your specific accounts, which typically takes only a few hours.
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How much training is required?
The agent works out-of-the-box on standard financial statements. For a proprietary spreading template, a one-time configuration process maps your specific accounts, which typically takes only a few hours.
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How is this better than traditional OCR tools?
Traditional OCR just converts an image to text, often with errors in table structure. V7 Go's AI understands the accounting relationships within the statements, ensuring that the extracted data is not only accurate but also correctly structured.
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How is this better than traditional OCR tools?
Traditional OCR just converts an image to text, often with errors in table structure. V7 Go's AI understands the accounting relationships within the statements, ensuring that the extracted data is not only accurate but also correctly structured.
+
How is this better than traditional OCR tools?
Traditional OCR just converts an image to text, often with errors in table structure. V7 Go's AI understands the accounting relationships within the statements, ensuring that the extracted data is not only accurate but also correctly structured.
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