AI Agents for Tax Reporting & Filing

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Tax Reporting & Filing

Manual disclosure review slows tax reporting cycles

Functions responsible for tax filings and reporting.

Get data from

AI Financial Statement Analysis Agent

AI Excel Report Generation Agent

V7 Agents do the work

AI Excel Data Validation Agent

AI Data Reconciliation Agent

AI Financial Accuracy Agent

AI Statement Normalization Agent

Send back processed data

Tax reporting teams ensure accurate and timely submission of tax-related information.

Tax teams compile disclosures, reconcile financial data and review documentation across reporting periods. Manual review processes slow reporting timelines and introduce unnecessary operational risk.

Designed to work for your

Tax Manager

Controller

Automating the tax reporting workflow

From disclosure preparation to final submission, V7 agents handle the document-heavy steps across the reporting lifecycle.

Return preparation

Regulatory submission

Deadline tracking

Error resolution

Stakeholder reporting

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Home

Tax Close Grid

Build

Review

Workflow

Export

Close Metric

Clauses

Close Days

Error Count

Adjustments

Late Entries

Recon Items

Entity Count

Report Delay

Manual Entries

Audit Flags

Variance Level

Data Gaps

Close Status

Approval Stage

180

120

8.4

Close Report

Error Log

Journal Log

Entry Log

Recon Log

Entity List

Close Report

Journal Log

Audit Log

Variance Report

Data Log

Close Status

Approval Log

Close timeline slow

Error count rising

Adjustments material

Late entries flagged

Recon backlog

Entity complexity

Reporting delay risk

Manual workload high

Audit flag raised

Variance moderate

Data gaps present

Close incomplete

Approval pending

Return preparation

Regulatory submission

Deadline tracking

Error resolution

Stakeholder reporting

Explore all our agents

Home

Tax Close Grid

Close Metric

Clauses

Close Days

Error Count

Adjustments

Late Entries

Recon Items

Entity Count

Report Delay

Manual Entries

Audit Flags

Variance Level

Data Gaps

Close Status

Approval Stage

Close timeline slow

Error count rising

Adjustments material

Late entries flagged

Recon backlog

Entity complexity

Reporting delay risk

Manual workload high

Audit flag raised

Variance moderate

Data gaps present

Close incomplete

Approval pending

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 Excel Report Generation Agent

Automate the creation of your weekly and monthly Excel reports. This V7 Go agent takes raw data and generates fully formatted reports with summaries, tables, and charts.

AI Excel Report Generation Agent

Automate the creation of your weekly and monthly Excel reports. This V7 Go agent takes raw data and generates fully formatted reports with summaries, tables, and charts.

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 Data Reconciliation Agent

Accelerate financial reconciliation with AI. Automatically match transactions, identify discrepancies, and close your books faster with intelligent data matching.

AI Data Reconciliation Agent

Accelerate financial reconciliation with AI. Automatically match transactions, identify discrepancies, and close your books faster with intelligent data matching.

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 Statement Normalization Agent

Automatically normalize financial statements from multiple companies into a single, standardized format. This V7 Go agent maps disparate line items to your chart of accounts.

AI Statement Normalization Agent

Automatically normalize financial statements from multiple companies into a single, standardized format. This V7 Go agent maps disparate line items to your chart of accounts.

Integrations

Connect to your financial systems, disclosure platforms and reporting tools.

Import and export into your most used applications.

Results you can trust.
Trustworthy AI document processing toolkit.

Snowflake

Connect Snowflake to V7 Go and automate data warehouse queries, analytics workflows, and database management with intelligent AI coordination.

Snowflake

Connect Snowflake to V7 Go and automate data warehouse queries, analytics workflows, and database management with intelligent AI coordination.

dbt Cloud

Connect dbt Cloud to V7 Go and automate data transformation workflows, job monitoring, and analytics pipeline orchestration with intelligent AI coordination.

dbt Cloud

Connect dbt Cloud to V7 Go and automate data transformation workflows, job monitoring, and analytics pipeline orchestration with intelligent AI coordination.

Google Cloud

Connect Google Cloud to V7 Go and automate data warehousing, cloud storage management, and infrastructure operations with intelligent AI coordination.

Google Cloud

Connect Google Cloud to V7 Go and automate data warehousing, cloud storage management, and infrastructure operations with intelligent AI coordination.

Tableau

Connect Tableau to V7 Go and automate data visualization, report generation, and business intelligence workflows to accelerate analytics and decision-making.

Tableau

Connect Tableau to V7 Go and automate data visualization, report generation, and business intelligence workflows to accelerate analytics and decision-making.

Microsoft Power BI

Connect Microsoft Power BI to V7 Go and automate dataset management, refresh operations, and data pipeline workflows to accelerate business intelligence delivery.

Microsoft Power BI

Connect Microsoft Power BI to V7 Go and automate dataset management, refresh operations, and data pipeline workflows to accelerate business intelligence delivery.

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 reporting teams?

V7 agents process the full range of documents tax reporting teams work with — provision workpapers, disclosures, entity packs, trial balances, tax notes and supporting schedules — in PDF, Excel or structured formats. Every extracted data point is cited back to its source for auditability.

How does V7 help accelerate provision and disclosure workflows?

V7 agents extract provision inputs and disclosure data from source documents and populate reporting templates, reducing manual compilation work during close. Variances and missing inputs are flagged automatically.

Can V7 reconcile reporting data across multiple source systems?

V7 agents reconcile key figures across entity packs, trial balances and disclosure schedules, flagging mismatches so teams can resolve issues before final reporting.

How does V7 fit into our tax reporting and close process?

V7 integrates with finance systems and reporting tools, routing structured outputs into your close workflow without manual re-entry.

How does V7 ensure outputs are traceable and reviewable?

Every figure and statement produced by a V7 agent is linked back to its exact source location, enabling fast review, auditability and sign-off during reporting cycles.

Can V7 scale across group structures and reporting cycles?

V7 Go scales across complex group structures, processing many entities in parallel while keeping outputs consistent and fully traceable across reporting periods.

State of 2026

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AI handles the first two.