Speed up your month-end close.
AI Financial Reconciliation Agent
Reconcile accounts in minutes—not days.
Hand off your most time-consuming finance work to a specialized AI agent. It automatically matches transactions across any two sources—bank statements, invoices, and GL reports—and instantly flags exceptions that need your attention.
Ideal for
Risk & Compliance
Time comparison
Traditional way
2-3 days per month
With ASSIST AI agents
30 minutes
Average time saved
95%
Why V7 Go
Reconcile Across Any Source
Compares any two datasets—bank statements vs. general ledger, credit card statements vs. expense reports, or AR sub-ledgers vs. cash receipts.
AI-Powered Transaction Matching
Identifies matches beyond exact equality by pairing transactions using amount similarity, close dates, and description cues to boost automated match rates.
Automatic Exception Reporting
Produces a clean list of only what needs review—unmatched items, timing gaps, and coding or classification errors.
PDF Statement Data Extraction
Extracts transactions from unstructured bank and credit card PDFs and converts them into structured data ready for reconciliation.
Configurable Matching Rules
Lets you set business-specific logic, like discrepancy tolerances and transaction-type handling, to fit your reconciliation process.
Audit-Ready Reconciliation Workpapers
Creates an auditable trail showing the full transaction set, what matched, and how exceptions were investigated to support smoother audits.
Matches transactions across any two sources
To deliver an instant, accurate reconciliation.
Get started
Import your files
Import your files from whereever
they are currently stored
Expense Reports
Bank Statements
General Ledger Reports
Credit Card Statements
Expense Reports
Reconciliation Documents
All types of Finance documents
supported
Timing Differences
Bank fess and Interest
Suggested Adjusting Journal Entries
Uncleared Checks List
Deposits in transit
Bank fess and Interest
Once imported our system
extracts and organises the
essentials
More agents
Explore more agents to help you
automate your financial analysis
More agents
Get ->
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 Financial Reconciliation Agent
Reconcile accounts in minutes—not days.
Hand off your most time-consuming finance work to a specialized AI agent. It automatically matches transactions across any two sources—bank statements, invoices, and GL reports—and instantly flags exceptions that need your attention.
Book a demo
Ideal for
Investment Analysts
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
2-3 days per month
With V7 Go agents
30 minutes
Average time saved
95%
Why Assist AI
Reconcile Across Any Source
Compares any two datasets—bank
statements vs. general ledger, credit card
statements vs. expense reports, or
AR sub-ledgers vs. cash receipts.
AI-Powered Transaction Matching
Identifies matches beyond exact equality by
pairing transactions using amount similarity,
close dates, and description cues to boost
automated match rates.
Automatic Exception Reporting
Produces a clean list of only what needs
review—unmatched items, timing gaps,
and coding or classification errors.
PDF Statement Data Extraction
Extracts transactions from unstructured bank
and credit card PDFs and converts them into
structured data ready for reconciliation.
Configurable Matching Rules
Lets you set business-specific logic,
like discrepancy tolerances and transaction-
type handling, to fit your reconciliation process.
Audit-Ready Reconciliation
Workpapers
Creates an auditable trail showing the full
transaction set, what matched, and how
exceptions were investigated to support
smoother audits.
Compares transactions between any two
sources
To produce an instant, accurate reconciliation.
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.
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•
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AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
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•
VAT Number Validation
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AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
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•
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•
Deadline Extraction
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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.
