Tax
Tax
AI agent platform
AI agent platform
for tax & advisory
for tax & advisory
Automate tax document intake, extraction, and review. Turn filings, statements, and correspondence into audit-ready outputs.
Get data from
Send back processed data
AI that can actually work with tax data
Tax complexity isn’t just regulation — it’s fragmentation. Filings, workpapers, correspondence, and entity structures all live in separate documents. AI has to reconcile them into one coherent view you can actually trust.
Tax complexity isn’t just regulation — it’s fragmentation. Filings, workpapers, correspondence, and entity structures all live in separate documents. AI has to reconcile them into one coherent view you can actually trust.
Before
Tax teams spend most of their time reviewing filings and workpapers.
Teams manually review filings and compliance packages
Data reconciled across spreadsheets and reports
Hours spent extracting entity and jurisdiction data
Limited capacity to review large filing volumes
Teams manually review filings and compliance packages
Data reconciled across spreadsheets and reports
Hours spent extracting entity and jurisdiction data
Limited capacity to review large filing volumes
With V7
Focus your team on tax strategy and advisory.
AI reads filings and compliance packages automatically
Entity and jurisdiction data extracted instantly
Teams focus on tax planning and advisory
Automate reconciliation across entire filing sets
AI reads filings and compliance packages automatically
Entity and jurisdiction data extracted instantly
Teams focus on tax planning and advisory
Automate reconciliation across entire filing sets
Where V7 Powers Tax & Compliance Workflows
From filings to advisory workpapers, V7 agents turn fragmented tax documentation into verifiable structured reporting.
AI agent platform for tax & advisory
Turn diligence documents into
IC-ready slides.
Automate tax document intake, extraction, and review. Turn filings, statements, and correspondence into audit-ready outputs.
Speak to an expert in your industry in the next 24 hours.
See how V7 turns your firm’s documents into investor-ready outputs — with every number traced back to source.
AI agent platform for tax & advisory
Turn diligence documents into
IC-ready slides.
Automate tax document intake, extraction, and review. Turn filings, statements, and correspondence into audit-ready outputs.
Speak to an expert in your industry in the next 24 hours.
See how V7 turns your firm’s documents into investor-ready outputs — with every number traced back to source.
AI agent platform for tax & advisory
Turn diligence documents into
IC-ready slides.
Automate tax document intake, extraction, and review. Turn filings, statements, and correspondence into audit-ready outputs.
Speak to an expert in your industry in the next 24 hours.
See how V7 turns your firm’s documents into investor-ready outputs — with every number traced back to source.
AI agent platform for tax & advisory
Turn diligence documents into
IC-ready slides.
Automate tax document intake, extraction, and review. Turn filings, statements, and correspondence into audit-ready outputs.
Speak to an expert in your industry in the next 24 hours.
See how V7 turns your firm’s documents into investor-ready outputs — with every number traced back to source.
7x
faster tax review
faster tax review
Read filings and compliance packages automatically
Read filings and compliance packages automatically
94%
filing data extraction accuracy
filing data extraction accuracy
Extract entity, jurisdiction, and exposure data
Extract entity, jurisdiction, and exposure data
85%
fewer manual reconciliations
fewer manual reconciliations
Automate reconciliation across tax workpapers
Automate reconciliation across tax workpapers
Compliance-ready data extraction
Every extracted value links back to the filing or workpaper source for full audit traceability.
Automated compliance workflows
Process filings, correspondence, and workpapers through structured tax review pipelines.
Integration with reporting systems
Send extracted data into tax reporting, reconciliation, and accounting platforms.
Cross-document reconciliation
Reconcile entities, jurisdictions, and exposures across large tax filing packages automatically.
Tax Agents
Tax Agents
AI agents built for
tax compliance
Read filings, workpapers, and multi-jurisdiction compliance packages with dedicated tax agents
Integrations
Integrations
We integrate V7 stands for Financial Expertise.
Import and export into your most used applications.
Tax Teams prefer V7 Go.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
A New Class of AI Agents
300+ Expert-Built Agents for Real Work
Designed by industry leaders and deeply connected to your business — V7 Agents execute workflows with contextual, up-to-date intelligence.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Multi-Model Power, Zero Lock-In
Integrations That Actually Integrate
Connect every tool your teams rely on — from CRM and finance to DevOps and data systems — all flowing through a single platform.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
Unity Across Emails, Files, Documents & Data
Works With Everything You Already Use
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
Customers
Paper Docs
Conversations
Documents
Data
Calls
Files
Deals
Emails
People
Paper Docs
Customers
Documents
Conversations
Calls
Data
Deals
Files
People
Emails
V7 ingests emails, meetings, PDFs, paper scans, conversations, data sources, customer records, contracts — and makes them instantly usable.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
The Foundation
Security You Can Trust, Compliance You Can Prove
ISO, HIPAA, SOC 2, GDPR and more — your data stays protected under world-class security and governance.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
Your Entire Tech Stack, Perfectly Connected
1,000+ Integrations Across Your Entire Stack
Connect every tool your teams rely on — from CRM to finance to devops — all in a single platform.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Your Company’s Brain, Finally Organized
All Knowledge in One Place
Index Knowledge
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Performance That Leaves Everything Else Behind
Outperforms LLMs, RPAs, IDPs & Hyperscalers
Hyperscaler
70-80%
LLM's
80-95%
RPA & IDP
80-99%
V7 Go
95-99%
On one-shot benchmarks, V7 Go reaches 95–99% accuracy, surpassing leading LLMs, RPA/IDP tools and hyperscalers across real enterprise workloads.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Index Knowledge
All Knowledge in One Place
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Investment memo generation
AI contract review
Property valuation AI
Claims processing automation
Financial statement analysis
Real estate lease abstraction
Portfolio management automation
Offering memorandum analysis
Insurance claims automation
OCR + data extraction
Due diligence automation
Pitch deck analysis
Document processing AI
Investment banking analysis
Insurance underwriting automation
Data room analysis
10-Q report analysis
Financial statement analysis
Product specs, sales playbooks, compliance policies, brand guides, policies, scripts, competitor briefs — neatly organized in searchable, permissioned Knowledge Hubs.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
Configure Anything to Fit Your Workflow
Built to Adapt. Designed Without Limits.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Customize every workflow, rule, interface and reasoning step. Adjust prompts, models, inputs, outputs, citations and integrations — full flexibility with zero constraints.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
From First Call to Commercials in 11 Days
A Fast, Proven Path to Value
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
Intro call, POC scoping, kickoff, check-ins, results review and commercial discussion — V7 moves from first contact to measurable outcomes in just 11 days.
Security, Compliance, and De-risking
300+ Expert-Built Agents for Every Workflow
Automate industry-specific tasks with a deep library of agents designed by leading domain experts.
Security, Compliance, and De-risking
Enterprise-Grade Security, Certified & Compliant
ISO, HIPAA, SOC2, GDPR and more — your data stays protected under world-class security standards.
Security, Compliance, and De-risking
Configure Everything. Fit Any Process.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Adapt every workflow, rule, and interface — full customization with zero limitations.
Security, Compliance, and De-risking
In 11 days from first call to commercials.
Day 1
Introductory Call
Day 2
POC Scoping
Day 3
POC Kickoff
Day 5
POC Check-in
Day 10
POC Results Review
Day 11
Commercial discussions
If your workflow is complex, our team of solutions engineers can help you set up your workflow. It’s as fast as 7 days to get a POC.
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Before
With V7
Result
M&A deal matching platform
Platform cost
Expensive
Platform cost
1/10th
Deploy time
20x faster
Financial diligence processing
Data entry
Manual
Data entry
Automated
Productivity gain
35% increase in 1st month
Purchase contract review
Per contract
45–60 min
Per contract
<15 min
Cost per contract
$1,000 → $100
Prospect research & qualification
Per prospect
~40 min
Per prospect
Automated
Manual work cut
90% less
Lease agreement rating
Per agreement
~60 min
Per agreement
~6 min
Time reduction
90% less
Claims assessment
Daily throughput
~45 claims
Daily throughput
+60 claims
Throughput gain
33% capacity increase
Credit fund cuts earnings monitoring from hours to minutes
200+
Earnings calls processed per year
Long/short equity fund accelerates investment decisions with richer data
3×
More data sources in each investment decision
Global PE firm expands deal coverage without adding headcount
137%
Increase in deals screened annually
Enterprise-grade
security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Before
With V7
Result
M&A deal matching platform
Platform cost
Expensive
Platform cost
1/10th
Deploy time
20x faster
Financial diligence processing
Data entry
Manual
Data entry
Automated
Productivity gain
35% increase in 1st month
Purchase contract review
Per contract
45–60 min
Per contract
<15 min
Cost per contract
$1,000 → $100
Prospect research & qualification
Per prospect
~40 min
Per prospect
Automated
Manual work cut
90% less
Lease agreement rating
Per agreement
~60 min
Per agreement
~6 min
Time reduction
90% less
Claims assessment
Daily throughput
~45 claims
Daily throughput
+60 claims
Throughput gain
33% capacity increase
Credit fund cuts earnings monitoring from hours to minutes
200+
Earnings calls processed per year
Long/short equity fund accelerates investment decisions with richer data
3×
More data sources in each investment decision
Global PE firm expands deal coverage without adding headcount
137%
Increase in deals screened annually
Enterprise-grade
security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Time saving for invoice processing
95%
"We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work."
Productivity increase
35%
"We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use."
Custom solution delivery
In hours, not weeks
"Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business."
Before
With V7
Result
M&A deal matching platform
Platform cost
Expensive
Platform cost
1/10th
Deploy time
20x faster
Financial diligence processing
Data entry
Manual
Data entry
Automated
Productivity gain
35% increase in 1st month
Purchase contract review
Per contract
45–60 min
Per contract
<15 min
Cost per contract
$1,000 → $100
Prospect research & qualification
Per prospect
~40 min
Per prospect
Automated
Manual work cut
90% less
Lease agreement rating
Per agreement
~60 min
Per agreement
~6 min
Time reduction
90% less
Claims assessment
Daily throughput
~45 claims
Daily throughput
+60 claims
Throughput gain
33% capacity increase
Credit fund cuts earnings monitoring from hours to minutes
200+
Earnings calls processed per year
Long/short equity fund accelerates investment decisions with richer data
3×
More data sources in each investment decision
Global PE firm expands deal coverage without adding headcount
137%
Increase in deals screened annually
Enterprise-grade
security.
Your data stays yours—always. Work with one of the few AI companies that never trains on your data.
No training on your data
Encrypted end-to-end
Audited and penetration-tested
Fine-grained access controls
Inhouse security team
Audit logs across every workflow
Have questions?
Find answers.
Any more questions?
How does V7 process tax filings and compliance documents?
V7 agents read tax filings, compliance reports, and workpapers across multiple jurisdictions, extracting structured data with traceable citations.
How long does it take tax teams to deploy V7?
Tax teams can deploy agents rapidly and begin processing filings and compliance packages soon after onboarding.
How accurate is V7 at extracting tax data across filings?
The platform extracts key tax metrics including entity structures, jurisdictional exposure, and compliance data from complex filing packages.
Can V7 integrate with tax reporting and accounting systems?
V7 integrates with tax reporting systems, accounting platforms, and internal analytics tools to streamline reporting workflows.
How does V7 secure confidential tax information?
Confidential tax documents remain protected through enterprise-grade encryption, access controls, and secure deployment options.
Have questions?
Find answers.
Any more questions?
How does V7 process tax filings and compliance documents?
V7 agents read tax filings, compliance reports, and workpapers across multiple jurisdictions, extracting structured data with traceable citations.
How long does it take tax teams to deploy V7?
Tax teams can deploy agents rapidly and begin processing filings and compliance packages soon after onboarding.
How accurate is V7 at extracting tax data across filings?
The platform extracts key tax metrics including entity structures, jurisdictional exposure, and compliance data from complex filing packages.
Can V7 integrate with tax reporting and accounting systems?
V7 integrates with tax reporting systems, accounting platforms, and internal analytics tools to streamline reporting workflows.
How does V7 secure confidential tax information?
Confidential tax documents remain protected through enterprise-grade encryption, access controls, and secure deployment options.
Have questions?
Find answers.
How does V7 process tax filings and compliance documents?
V7 agents read tax filings, compliance reports, and workpapers across multiple jurisdictions, extracting structured data with traceable citations.
How long does it take tax teams to deploy V7?
Tax teams can deploy agents rapidly and begin processing filings and compliance packages soon after onboarding.
How accurate is V7 at extracting tax data across filings?
The platform extracts key tax metrics including entity structures, jurisdictional exposure, and compliance data from complex filing packages.
Can V7 integrate with tax reporting and accounting systems?
V7 integrates with tax reporting systems, accounting platforms, and internal analytics tools to streamline reporting workflows.
How does V7 secure confidential tax information?
Confidential tax documents remain protected through enterprise-grade encryption, access controls, and secure deployment options.
