AI Agents for Accounting & Advisory

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Accounting & Advisory

Manual financial review slows accounting advisory work

Professional services firms providing accounting and advisory support.

Get data from

AI Financial Statement Analysis Agent

AI Financial Accuracy Agent

V7 Agents do the work

AI Financial Reconciliation Agent

AI Excel Data Validation Agent

AI Statement Reconciliation Agent

AI Revenue Recognition Agent

Send back processed data

Accounting and advisory firms deliver audits, financial reviews, and consulting services that depend on accurate data extraction, validation, and reporting.

Accounting advisory teams review financial statements, audit materials and regulatory documentation across complex engagements. Manual review cycles slow delivery and absorb senior advisory capacity.

Designed to work for your

Partner

Manager

Senior Accountant

Automating the accounting advisory workflow

From financial review to client reporting, V7 agents handle the document-heavy steps across advisory engagements.

Audit delivery

Financial review

Client advisory

Workpaper prep

Reporting

Explore all our agents

Home

Reporting Risk Grid

Build

Review

Workflow

Export

Reporting Metric

Clauses

Material Adj

Close Days

Audit Risk

Entity Count

Recon Items

Revenue Errors

Cost Misclass

Balance Gaps

Ledger Issues

Journal Entries

Control Gaps

Review Notes

Compliance Risk

4200000

820000

260000

120000

820

Audit File

Close Report

Risk Memo

Entity List

Recon Log

Error Log

Misclass Memo

Balance Sheet

Ledger Log

Journal Log

Control Memo

Review Log

Compliance Memo

Adjustments material

Close duration long

Audit risk elevated

Entity scope wide

Recon backlog

Error frequency rising

Misclass risk flagged

Balance sheet gaps

Ledger inconsistencies

Journal volume high

Control weakness

Review backlog

Compliance risk

Audit delivery

Financial review

Client advisory

Workpaper prep

Reporting

Explore all our agents

Home

Reporting Risk Grid

Reporting Metric

Clauses

Material Adj

Close Days

Audit Risk

Entity Count

Recon Items

Revenue Errors

Cost Misclass

Balance Gaps

Ledger Issues

Journal Entries

Control Gaps

Review Notes

Compliance Risk

Adjustments material

Close duration long

Audit risk elevated

Entity scope wide

Recon backlog

Error frequency rising

Misclass risk flagged

Balance sheet gaps

Ledger inconsistencies

Journal volume high

Control weakness

Review backlog

Compliance risk

Proof of concept in hours.

Covering specialised use cases

Deployment in days.

AI Financial Statement Analysis Agent

Automate the analysis of income statements, balance sheets, and cash flow reports. This V7 Go agent extracts financials, calculates ratios, and identifies trends.

AI Financial Statement Analysis Agent

Automate the analysis of income statements, balance sheets, and cash flow reports. This V7 Go agent extracts financials, calculates ratios, and identifies trends.

AI Financial Accuracy Agent

Ensure the accuracy of your financial data. This V7 Go agent automatically cross-references numbers across reports and source documents to find and flag any inconsistencies.

AI Financial Accuracy Agent

Ensure the accuracy of your financial data. This V7 Go agent automatically cross-references numbers across reports and source documents to find and flag any inconsistencies.

AI Financial Reconciliation Agent

Automate your financial reconciliation process. This V7 Go agent compares bank statements, credit card reports, and GL data to instantly identify and flag discrepancies.

AI Financial Reconciliation Agent

Automate your financial reconciliation process. This V7 Go agent compares bank statements, credit card reports, and GL data to instantly identify and flag discrepancies.

AI Excel Data Validation Agent

Stop manually cleaning spreadsheets. This V7 Go agent automatically validates data in Excel, finds duplicates, flags outliers, and enforces your custom business rules.

AI Excel Data Validation Agent

Stop manually cleaning spreadsheets. This V7 Go agent automatically validates data in Excel, finds duplicates, flags outliers, and enforces your custom business rules.

AI Statement Reconciliation Agent

Automate your statement reconciliation process. This V7 Go agent intelligently matches transactions between bank/custodial statements and your internal records in minutes.

AI Statement Reconciliation Agent

Automate your statement reconciliation process. This V7 Go agent intelligently matches transactions between bank/custodial statements and your internal records in minutes.

AI Revenue Recognition Agent

Automate ASC 606 revenue recognition analysis. Extract performance obligations, identify variable consideration, and determine transaction prices from sales contracts in minutes.

AI Revenue Recognition Agent

Automate ASC 606 revenue recognition analysis. Extract performance obligations, identify variable consideration, and determine transaction prices from sales contracts in minutes.

Integrations

Connect to your financial systems, audit platforms and document repositories.

Import and export into your most used applications.

Results you can trust.
Trustworthy AI document processing toolkit.

QuickBooks

Connect QuickBooks to V7 Go and automate financial workflows, invoice processing, customer management, and accounting operations with intelligent AI coordination.

QuickBooks

Connect QuickBooks to V7 Go and automate financial workflows, invoice processing, customer management, and accounting operations with intelligent AI coordination.

Xero Accounting

Connect Xero Accounting to V7 Go and automate invoice processing, financial reconciliation, and accounting workflows to accelerate month-end close and reduce manual data entry.

Xero Accounting

Connect Xero Accounting to V7 Go and automate invoice processing, financial reconciliation, and accounting workflows to accelerate month-end close and reduce manual data entry.

Zoho Books

Connect Zoho Books to V7 Go and automate invoice processing, expense tracking, financial reporting, and accounting workflows to accelerate business operations.

Zoho Books

Connect Zoho Books to V7 Go and automate invoice processing, expense tracking, financial reporting, and accounting workflows to accelerate business operations.

sevDesk

Connect sevDesk to V7 Go and automate invoice management, contact creation, financial document processing, and accounting workflows with intelligent AI coordination.

sevDesk

Connect sevDesk to V7 Go and automate invoice management, contact creation, financial document processing, and accounting workflows with intelligent AI coordination.

Zoho Expense

Connect Zoho Expense to V7 Go and automate expense report processing, travel request management, and reimbursement workflows to accelerate financial operations.

Zoho Expense

Connect Zoho Expense to V7 Go and automate expense report processing, travel request management, and reimbursement workflows to accelerate financial operations.

Case study

In hours, not weeks

Custom solution delivery

1/10th the cost

Previous tech replaced

The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.

Allen Darby

CEO of Alaris Acquisitions

In hours, not weeks

Custom solution delivery

The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.

Allen Darby

CEO of Alaris Acquisitions

In hours, not weeks

Custom solution delivery

The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.

Allen Darby

CEO of Alaris Acquisitions

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.

What types of documents can V7 process for accounting advisory teams?

V7 agents process the full range of documents accounting advisory teams work with — financial statements, technical accounting memos, audit support packs, contracts, revenue schedules and regulatory guidance — in PDF, Word, Excel or slide format. Every extracted data point is cited back to its source for fast verification.

How does V7 help accelerate complex accounting reviews?

V7 agents extract key terms, accounting impacts and supporting evidence from client documents, structuring them into review checklists and memo-ready summaries. This reduces manual reading time and speeds up delivery on complex engagements.

Can V7 support audit-ready documentation and workpapers?

V7 agents compile audit-ready support by extracting references, reconciliations and evidentiary excerpts with citations, making reviews faster and easier to validate.

How does V7 fit into our advisory delivery workflow?

V7 integrates with document management and workpaper tools, routing structured outputs into your existing engagement workflow without manual re-entry.

How does V7 handle sensitive client financial data?

V7 is designed for environments where client confidentiality is non-negotiable, with deployment options that keep sensitive financial documents within your organisation's controlled infrastructure. The platform includes enterprise-grade access controls and audit logs.

Can V7 scale across multiple engagements and teams?

V7 Go scales across multiple engagements by running agents in parallel for different clients and workstreams, keeping outputs consistent and fully traceable as workload increases.

State of 2026

Answers. Tasks. Operations.

AI handles the first two.