AI Agents for Tax Advisory

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Tax Advisory

Manual regulation review slows client tax advisory work

Advisors providing strategic tax guidance.

Get data from

AI Tax Exposure Analysis Agent

AI Tax Due Diligence Agent

V7 Agents do the work

AI Transfer Pricing Specialist Agent

AI Tax Package Preparation Agent

AI Cash Flow Forecasting Agent

AI Document Citation Agent

Send back processed data

Tax advisory teams help organizations optimize tax positions and manage complex structures.

Advisors review tax codes, client documentation and financial statements to produce compliant strategies and opinions. Manual research and cross-referencing slows turnaround and limits the number of clients teams can support.

Designed to work for your

Tax Partner

Senior Manager

Automating the tax advisory workflow

From regulation review to client reporting, V7 agents handle the document-heavy steps across the tax advisory lifecycle.

Tax structuring

Scenario modeling

Client advisory

Compliance planning

Risk mitigation

Explore all our agents

Home

Tax Savings Grid

Build

Review

Workflow

Export

Tax Metric

Clauses

Tax Saved

Eff Tax Rate

Struct Benefit

Deferral Amount

Credit Claimed

Client Revenue

Tax Exposure

Planning Horizon

Scenario Gain

Risk Level

Client Sector

Savings Rate

Struct Type

840000

18.4

240000

4200000

12000000

320000

1800000

28.6

Tax Model

Rate Model

Struct Memo

Deferral Model

Credit File

Client Revenue

Exposure Memo

Plan Horizon

Scenario Model

Risk Memo

Client Sector

Savings Model

Struct Memo

Savings opportunity

Eff rate moderate

Structure viable

Deferral benefit

Credit upside

Client revenue large

Exposure manageable

Horizon long

Scenario upside

Risk moderate

Sector advantage

Savings strong

Structure complex

Tax structuring

Scenario modeling

Client advisory

Compliance planning

Risk mitigation

Explore all our agents

Home

Tax Savings Grid

Tax Metric

Clauses

Tax Saved

Eff Tax Rate

Struct Benefit

Deferral Amount

Credit Claimed

Client Revenue

Tax Exposure

Planning Horizon

Scenario Gain

Risk Level

Client Sector

Savings Rate

Struct Type

Savings opportunity

Eff rate moderate

Structure viable

Deferral benefit

Credit upside

Client revenue large

Exposure manageable

Horizon long

Scenario upside

Risk moderate

Sector advantage

Savings strong

Structure complex

Proof of concept in hours.

Covering specialised use cases

Deployment in days.

AI Tax Exposure Analysis Agent

Uncover hidden tax risks in M&A deals and global operations. This V7 Go agent analyzes data rooms to find permanent establishment, transfer pricing, and other key exposures.

AI Tax Exposure Analysis Agent

Uncover hidden tax risks in M&A deals and global operations. This V7 Go agent analyzes data rooms to find permanent establishment, transfer pricing, and other key exposures.

AI Tax Due Diligence Agent

Accelerate tax due diligence with AI. Automatically identify transfer pricing risks, PE exposure, compliance gaps, and tax liabilities in M&A data rooms.

AI Tax Due Diligence Agent

Accelerate tax due diligence with AI. Automatically identify transfer pricing risks, PE exposure, compliance gaps, and tax liabilities in M&A data rooms.

AI Transfer Pricing Specialist Agent

Automate transfer pricing documentation and analysis. This V7 Go agent analyzes intercompany transactions, validates arm's length pricing, and generates compliance reports.

AI Transfer Pricing Specialist Agent

Automate transfer pricing documentation and analysis. This V7 Go agent analyzes intercompany transactions, validates arm's length pricing, and generates compliance reports.

AI Tax Package Preparation Agent

Automate tax package preparation and compilation. Ensure complete, accurate tax documentation for audits and filings with AI-powered tax package management.

AI Tax Package Preparation Agent

Automate tax package preparation and compilation. Ensure complete, accurate tax documentation for audits and filings with AI-powered tax package management.

AI Cash Flow Forecasting Agent

Get a clear, automated view of your future cash position. This V7 Go agent analyzes sales data, AR/AP reports, and contracts to generate reliable cash flow forecasts.

AI Cash Flow Forecasting Agent

Get a clear, automated view of your future cash position. This V7 Go agent analyzes sales data, AR/AP reports, and contracts to generate reliable cash flow forecasts.

AI Document Citation Agent

Eliminate AI black boxes with V7 Go's Citation Agent. Every piece of data extracted or generated is visually linked to its source, ensuring 100% trust and verifiability.

AI Document Citation Agent

Eliminate AI black boxes with V7 Go's Citation Agent. Every piece of data extracted or generated is visually linked to its source, ensuring 100% trust and verifiability.

Integrations

Connect to your client systems, regulation databases and reporting tools.

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.

Wise

Connect Wise to V7 Go and automate international money transfers, exchange rate monitoring, and cross-border payment workflows with intelligent coordination.

Wise

Connect Wise to V7 Go and automate international money transfers, exchange rate monitoring, and cross-border payment workflows with intelligent coordination.

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 tax advisory teams?

V7 agents process the full range of documents tax advisors rely on — tax code extracts, rulings, client financials, transaction documents, prior memos and correspondence — in PDF, Word, Excel or slide format. Outputs are cited back to source passages for fast verification.

How does V7 help advisors research and apply tax rules faster?

V7 agents extract relevant provisions, definitions and thresholds from primary sources and map them to client facts, reducing manual search and cross-referencing. This accelerates turnaround on complex advisory questions.

Can V7 draft client-ready memos and summaries from source documents?

V7 agents can draft client-ready summaries, issue lists and memo sections directly from source materials, with citations so reviewers can validate and refine before sharing.

How does V7 fit into our advisory workflow and knowledge systems?

V7 integrates with document management and knowledge systems, ensuring structured outputs and referenced excerpts are stored and searchable within your existing advisory workflow.

How does V7 handle sensitive client and transaction data?

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

Can V7 support complex, multi-jurisdiction advisory work?

V7 supports multi-jurisdiction advisory work by processing large packs of local rules, treaties and transaction documents in parallel, keeping citations intact across sources and jurisdictions.

State of 2026

Answers. Tasks. Operations.

AI handles the first two.