Accounting & Advisory

Accounting & Advisory

Manual financial review slows accounting advisory work

Professional services firms providing accounting and advisory support.

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

Automating the accounting advisory workflow

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

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

Home

Reporting Risk Grid

Build

Review

Workflow

Export

Share

Reporting Metric

Clauses

Clauses

Clauses

1

2

3

4

5

6

7

8

9

10

11

12

13

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

7

3

38

24

820000

260000

120000

14

820

6

18

4

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

Home

Reporting Risk Grid

Reporting Metric

Clauses

1

2

3

4

5

6

7

8

9

10

11

12

13

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

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Precision AI

AI for multi-billion dollar workflows

V7 built the Operating System for financial decisions. A new standard for institutional intelligence built for high-stakes financial decisions.

Explore Accounting & Advisory Agents

Explore Accounting & Advisory Agents

Proof of concept in hours.

Proof of concept in hours.

Covering specialised use cases

Deployment in days.

Integrate Accounting & Advisory Stack

Integrate Accounting & Advisory Stack

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

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.

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

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

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?

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.

Have questions?
Find answers.

Any more questions?

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.

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.

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.

Precision AI for Institutional Workflows

Build once.

Deploy across the team.

Improve over time.