Analyze filings 95% faster
Annual Report Analysis Agent
Find the story behind the numbers
Delegate your SEC filing review to a specialized AI agent. It reads entire annual reports to
automatically compare risk factors, summarize management's discussion, and extract critical disclosures, delivering key insights in minutes.
Ideal for
Risk & Compliance
Time comparison
Traditional way
2-4 hours per
filing
With ASSIST AI agents
5 minutes
Average time saved
95%
Why ASSIST AI
Year-over-Year Change
Detection
Automatically compares the
annual reports against prior
period filings, instantly
highlighting any added,
removed, or modified text in key sections like Risk Factors.
MD&A Summarization
Reads and synthesizes the
Management's Discussion and
Analysis (MD&A) section,
providing a concise, plain-
language summary of
management's narrative on
performance and outlook.
Risk Factor Analysis
Extracts and categorizes all
stated risk factors, making it
easy to track how a company's
risk profile is evolving over time
and compare it against peers.
Footnote & Accounting Policy
Review
Analyzes the footnotes to the
financial statements to identify
critical details about revenue
recognition, legal contingencies,
and changes in accounting
policies.
Custom Topic Search
Run targeted queries across an
entire filing to find every
mention of a specific theme,
such as 'supply chain,'
'geopolitical risk,' or a particular
new product.
Peer Group Comparison
Process annual reports for an entire peer group to compare and contrast their stated strategies, risk factors, and executive compensation plans at scale.
Reads and compares critical SEC filings
To surface the most important changes.
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
Annual Reports
Proxy Statements
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents
supported
Year-over-Year Disclosure
Comparison
Executive Compensation Summary
Legal Proceedings &
Contingencies
Changes in Accounting Principles
Significant Customer Disclosures
Management Outlook &
Commentary
Once imported our system
extracts and organises the
essentials
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Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
AI 10-K Disclosure
Analysis Agent
Find the story behind
the numbers
Delegate your SEC filing review to a specialized AI
agent. It reads entire 10-Ks and 10-Qs to
automatically compare risk factors, summarize
management's discussion, and extract critical
disclosures, delivering key insights in minutes.
Book a demo
Ideal for
Investment Analysts
Quarterly 10-Q Review
Acme Corp just filed their 10-Q.
Can you compare it to last
quarter's filing and summarize
any new or modified risk factors?
I also need a summary of the
MD&A section, focusing on any
commentary about supply chain
issues.
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
2-4 hours per filing
With V7 Go agents
5 minutes
Average time saved
95%
Why V7 Go
Year-over-Year Change Detection
Automatically compares the latest 10-K or
10-Q against prior period filings, instantly
highlighting any added, removed, or modified
text in key sections like Risk Factors.
MD&A Summarization
Reads and synthesizes the Management's
Discussion and Analysis (MD&A) section,
providing a concise, plain-language summary
of management's narrative on performance
and outlook.
Risk Factor Analysis
Extracts and categorizes all stated risk
factors, making it easy to track how a
company's risk profile is evolving over time
and compare it against peers.
Footnote & Accounting Policy Review
Analyzes the footnotes to the financial
statements to identify critical details about
revenue recognition, legal contingencies, and
changes in accounting policies.
Custom Topic Search
Run targeted queries across an entire filing
to find every mention of a specific theme,
such as 'supply chain,' 'geopolitical risk,' or a
particular new product.
Peer Group Comparison
Process the 10-Ks for an entire peer group to
compare and contrast their stated strategies,
risk factors, and executive compensation
plans at scale.
Reads and compares
critical SEC filings
To surface the most
important changes.
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
automate your financial analysis
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
