90% ROI increase

AI-Powered Financial Spreading

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.

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Financial Statement Spreading in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Financial Statement Spreading in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Financial Statement Spreading in action

Play video

Shareholder agreement review

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

See Financial Statement Spreading in action

Play video

Challenge

Challenge

Analysts spend up to 80% of their time manually transcribing data from non-standard PDF financial statements into standardized Excel templates.

Analysts spend up to 80% of their time manually transcribing data from non-standard PDF financial statements into standardized Excel templates.

V7 Go's AI agent completely automates this process. It reads any income statement, balance sheet, or cash flow statement, understands the line items contextually, and maps the data to your firm's proprietary spreading template with 99%+ accuracy.

V7 Go's AI agent completely automates this process. It reads any income statement, balance sheet, or cash flow statement, understands the line items contextually, and maps the data to your firm's proprietary spreading template with 99%+ accuracy.

Time comparison

Time comparison

Traditional review time

2-4 hours

2-4 hours

With V7 Go

5-10 minutes

5-10 minutes

Average time saved

95%

95%

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.

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.

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.

Eliminate Manual Entry Errors

Achieve over 99% accuracy, eliminating the risk of costly typos and transcription errors that undermine financial analysis.

Handle Any Format

Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.

Handle Any Format

Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.

Handle Any Format

Process financial statements from any source, including high-quality digital PDFs, poor-quality scans, or even photographs.

Handle Any Format

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.

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.

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.

Process income statements, balance sheets, and cash flow statements.

Extract and spread all line items into your standardized template.

Get started

Get started

Import your files

Gmail

,

Google Drive

,

CoStar

Import your files from whereever they are currently stored

Import your files from whereever they are currently stored

Income Statement

Income Statement

Balance Sheet

Balance Sheet

Statement of Cash Flows

Statement of Cash Flows

Annual & Quarterly Reports

Annual & Quarterly Reports

Audited Financials

Audited Financials

Internal Management Accounts

Internal Management Accounts

All types of documents supported

All types of documents supported

Revenue & Sales Figures

Revenue & Sales Figures

Cost of Goods Sold (COGS)

Cost of Goods Sold (COGS)

Operating Expenses (SG&A, R&D)

Operating Expenses (SG&A, R&D)

EBITDA & Net Income

EBITDA & Net Income

Asset & Liability Line Items

Asset & Liability Line Items

Cash Flow from Operations

Cash Flow from Operations

Cash Flow from Investing

Cash Flow from Investing

Cash Flow from Financing

Cash Flow from Financing

Working Capital Components

Working Capital Components

Data Mapped to Your Custom Template

Data Mapped to Your Custom Template

Once imported our system extracts and organises the essentials

Once imported our system extracts and organises the essentials

The difference

The difference

AI-powered financial analysis

for credit and investment teams

The difference

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Use an AI agent to automate financial statement spreading. Accurately extract data from income statements, balance sheets, and cash flow statements into Excel.

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Use an AI agent to automate financial statement spreading. Accurately extract data from income statements, balance sheets, and cash flow statements into Excel.

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Use an AI agent to automate financial statement spreading. Accurately extract data from income statements, balance sheets, and cash flow statements into Excel.

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Financial Statement Spreading

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Financial Statement Spreading

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Financial Statement Spreading

The difference

AI-powered financial analysis

for credit and investment teams

The difference

Finance teams work is about to make it's biggest shift in a century

Before

With Go

Analysts spend days manually reading 100+ page documents trying to spot subtle year-over-year changes in risk disclosures and MD&A.

Use an AI agent to automate financial statement spreading. Accurately extract data from income statements, balance sheets, and cash flow statements into Excel.

Play video

Multiple agents available to do the work

10-K Disclosure Analysis

Are there any clauses in our vendor contracts that create exposure or conflict with our standard terms?

Select and tailor agents to perfectly align with the specifics of your Financial Statement Spreading

Play video

Customer Voices

Customer Voices

Building trustworthy AI, trained on your data

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

Alaris logo

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

Alaris logo

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

Franklin AI logo

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

Franklin AI logo

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

Miovision Logo

"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

Miovision Logo

"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

Energy

Abyss Logo

"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"

Read the full story

Energy

Abyss Logo

"We label terabytes of data per platform across thousands of platforms. From the operations perspective—unless we did drastic developments, the scale of the projects requires a tool like V7 to succeed"

Read the full story

Agriculture

Cattle Eye Logo

"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

Cattle Eye Logo

"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

Genmab Logo

"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

Genmab Logo

"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

Imidex logo

"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."

Read the full story

Healthcare

Imidex logo

"We conducted an extensive research of annotation tools and ultimately chose V7 as it fits our needs best due to its customizable workflows, simple setup, consensus stages, and the ability to monitor annotator performance and project progress."

Read the full story

Healthcare

InformAI logo

"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."

Read the full story

Healthcare

InformAI logo

"The S3 integration for external storage was a must-have to protect the privileged clinical data. Based on our research, V7 was the only labeling platform that offered that along with browser access and DICOM functionality."

Read the full story

Healthcare

Intelligend Ultrasound Logo

“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”

Read the full story

Healthcare

Intelligend Ultrasound Logo

“Thanks to V7, the image annotation is 30% faster, and considering the whole process - transferring files and QA - we more than doubled the number of images we can label in the same span of time.”

Read the full story

Workflow

Delegate financial spreading

to a financial AI agent

Get started

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.

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

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?

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.

You’ll hear back in less than 24 hours

Vendor_US.xlsx

3

Supply_2023.pptx

Review_Legal.pdf

Teams

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.

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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

SMC  logo

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

Certainty Software logo

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

Financial Statement Spreading

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

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.

+

More Documents

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boost productivity of your work

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10-K Disclosure Analysis

Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

Finance

Comparative Analysis

Risk Factor Extraction

MD&A Insight Extraction

10-K Disclosure Analysis

Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10-K Disclosure Analysis

Automate the analysis of SEC 10-K filings to find risks and compare year-over-year changes in minutes.

10Q Reports

AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Finance

Long document support

AI citations

Table & graph analysis

10Q Reports

AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

10Q Reports

AI-powered SEC 10-Q analysis: extracts key financial insights from quarterly filings efficiently.

Cap Tables

AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Finance

Rapid Data Extraction

AI Citations

Table & Chart Analysis

Cap Tables

AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Cap Tables

AI-powered Cap Table analysis: automate equity data extraction, ownership tracking, and report generation.

Confidential Information Memorandum

AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Finance

Long document support

AI citations

Table & graph analysis

Confidential Information Memorandum

AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Confidential Information Memorandum

AI analyzes Confidential Information Memoranda (CIMs): extract insights for faster due diligence.

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Finance

Long document support

AI citations

Table & graph analysis

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Fund Performance Reports

AI analyzes Fund Performance Reports: extracts insights from complex financial data for better decisions.

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Finance

Rapid Data Extraction

AI Citations

Financial Analysis

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Investment Memos

AI generates Investment Memos: extracts key metrics, analyzes financials, and assesses market potential.

Next Step

Next Step

Your analysts' time is too valuable for data entry.

Your analysts' time is too valuable for data entry.

Your analysts' time is too valuable for data entry.

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Delegate financial spreading to an AI agent.

Delegate financial spreading to an AI agent.

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Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo

Uncover hidden liabilities

in

supplier contracts.

V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:

  • Mercedes-Benz logo
    SMC  logo
    Philips logo
    Bayer Logo
    Mars Logo
    Roche logo
    Sony logo
    Alaris logo