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
See Financial Statement Spreading in action
Play video

Shareholder agreement review
See Financial Statement Spreading in action
Play video

Shareholder agreement review
See Financial Statement Spreading in action
Play video

Shareholder agreement review
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
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
Energy
"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
"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
"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
Healthcare
"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
"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
"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
"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
“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
“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
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
Energy
"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
"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
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
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
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
More Documents
Explore more agents to help you
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.
Delegate financial spreading to an AI agent.
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:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: