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
Trusted by leading Tax and accounting firms around the world.
Trusted by leading Tax and accounting firms around the world.
Trusted by leading Tax and accounting firms around the world.
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.
Tax teams spend most of their time reviewing filings and workpapers.
Tax teams spend most of their time reviewing filings and workpapers.
Teams manually review filings and compliance packages
Teams manually review filings and compliance packages
Data reconciled across spreadsheets and reports
Data reconciled across spreadsheets and reports
Hours spent extracting entity and jurisdiction data
Hours spent extracting entity and jurisdiction data
Limited capacity to review large filing volumes
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.
Focus your team on tax strategy and advisory.
Focus your team on tax strategy and advisory.
Focus your team on tax strategy and advisory.
AI reads filings and compliance packages automatically
AI reads filings and compliance packages automatically
Entity and jurisdiction data extracted instantly
Entity and jurisdiction data extracted instantly
Teams focus on tax planning and advisory
Teams focus on tax planning and advisory
Automate reconciliation across entire filing sets
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
Where V7 Powers Tax & Compliance Workflows
From filings to advisory workpapers, V7 agents turn fragmented tax documentation into verifiable structured reporting.
Private Equity
Asset Management
Private Credit
Investment Banking
Hedge Funds
Home
Tax Filing Grid
Build
Review
Workflow
Export
Share
Tax Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Tax Due
Filing Delay
Penalty Risk
Interest Due
Audit Flags
Amendments
Jurisdiction Count
Entity Count
Filing Accuracy
Late Fees
Compliance Score
Exposure Amount
Filing Status
1200000
18
420000
82000
6
14
32
120
98.6
42000
92
580000
1
Tax Filing
Filing Log
Risk Review
Penalty Notice
Audit Notice
Amendment Log
Jurisdiction List
Entity Register
Filing Review
Penalty Notice
Compliance Report
Exposure Memo
Status Log
Tax due material
Filing delay risk
Penalty exposure high
Interest accruing
Audit trigger flagged
Amendment likely
Jurisdiction complex
Entity count large
Filing accuracy good
Late fee risk
Compliance improving
Exposure material
Status pending
Private Equity
Asset Management
Private Credit
Investment Banking
Hedge Funds
Home
Tax Filing Grid
Build
Review
Workflow
Export
Share
Tax Metric
Clauses
Clauses
Clauses
1
2
3
4
5
6
7
8
9
10
11
12
13
Tax Due
Filing Delay
Penalty Risk
Interest Due
Audit Flags
Amendments
Jurisdiction Count
Entity Count
Filing Accuracy
Late Fees
Compliance Score
Exposure Amount
Filing Status
1200000
18
420000
82000
6
14
32
120
98.6
42000
92
580000
1
Tax Filing
Filing Log
Risk Review
Penalty Notice
Audit Notice
Amendment Log
Jurisdiction List
Entity Register
Filing Review
Penalty Notice
Compliance Report
Exposure Memo
Status Log
Tax due material
Filing delay risk
Penalty exposure high
Interest accruing
Audit trigger flagged
Amendment likely
Jurisdiction complex
Entity count large
Filing accuracy good
Late fee risk
Compliance improving
Exposure material
Status pending
In numbers
In numbers
7x
7x
faster tax review
faster tax review
faster tax review
Read filings and compliance packages automatically
Read filings and compliance packages automatically
Read filings and compliance packages automatically
94%
94%
filing data extraction accuracy
filing data extraction accuracy
filing data extraction accuracy
Extract entity, jurisdiction, and exposure data
Extract entity, jurisdiction, and exposure data
Extract entity, jurisdiction, and exposure data
85%
85%
fewer manual reconciliations
fewer manual reconciliations
fewer manual reconciliations
Automate reconciliation across tax workpapers
Automate reconciliation across tax workpapers
Automate reconciliation across tax workpapers
Benefits
Benefits
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
AI agents built for
tax compliance
tax compliance
Read filings, workpapers, and multi-jurisdiction compliance packages with dedicated tax agents
Integrations
Integrations
We integrate V7 stands for Financial Expertise.
We integrate V7 stands for Financial Expertise.
Import and export into your most used applications.
Results you can trust.
Trustworthy AI document processing toolkit.
Tax Teams
Tax Teams
Tax Teams
Tax Teams
prefer V7.
prefer V7.
prefer V7.
prefer V7.
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
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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
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2
GDPR
ISO27001
Security
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2
GDPR
ISO27001
Security
Scale with security
V7 is fully secure & compliant
SOC 2, ISO27001 and GDPR compliant
Role-based access control
Secure data handling
SOC 2
GDPR
ISO27001
FAQs
Have questions?
Find answers.
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.
+
What productivity improvements do tax teams see?
Tax teams use V7 to automate document-heavy compliance workflows and reduce the manual effort involved in reviewing large filing packages.
+
State of 2026
Filings. Compliance. Reporting.
Filings. Compliance. Reporting.
Filings. Compliance. Reporting.
AI handles the first two.
AI handles the first two.
AI handles the first two.
Tax still runs on manual workflows.
Tax still runs on manual workflows.
Tax still runs on manual workflows.
Until now.
Until now.
Until now.
Welcome Go
It's time
Start building fully automated financial infrastructures.
Welcome Go
Trusted by industry veterans and innovation leaders:
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V7 Go launch keynote
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V7 Go in 1 minute
12:28
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V7 Go update 2024