A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

Knowledge

Integrations

Tables

Slides

Automate

Google Drive

Google Drive

with AI agents.

Input

New Transaction Created

Emit new event for each new transaction created in Ramp.

AI Agent

AI Business Intelligence & Analytics

Generating sales report

Destination

Waiting for agent to trigger actions

Input

New command

New Transaction Created

Emit new event for each new transaction created in Ramp.

Details

Completed

Airbnb

Lodging

$2,135.87

Tuesday, December 6, 2025

Travel

Accomodation

Rodrigo Teixeira

Inter-office travel

AI Agent

AI Business Intelligence & Analytics

Generating sales report

Check customer revenue on Stripe

Rayssa Leal

Notify account manager

Checking missing receipts or documentation

Destination

Slack

Expense alert posted

Input

New command

New Transaction Created

Emit new event for each new transaction created in Ramp.

Details

Completed

Airbnb

Lodging

$2,135.87

Tuesday, December 6, 2025

Travel

Accomodation

Rodrigo Teixeira

Inter-office travel

AI Agent

AI Business Intelligence & Analytics

Generating sales report

Check customer revenue on Stripe

Rayssa Leal

Notify account manager

Checking missing receipts or documentation

Destination

Slack

Expense alert posted

No integrations to display

There are no integrations on the selected filter to show.

Automotive

Read customer story

Automating customs forms

Financial services

Read customer story

Financial statements

Financial services

Read customer story

Financial services

Read customer story

Financial reports

Construction & real estate

Read customer story

Insurance

Read customer story

Financial services

Read customer story

Document processing

Insurance

Read customer story

Read customer story

Financial services

Read customer story

Automotive

Read customer story

Automating customs forms

Financial services

Read customer story

Financial statements

Financial services

Read customer story

Financial services

Read customer story

Financial reports

Construction & real estate

Read customer story

Insurance

Read customer story

Financial services

Read customer story

Document processing

Insurance

Read customer story

Automotive

Read customer story

Automating customs forms

Financial services

Read customer story

Financial statements

Financial services

Read customer story

Financial services

Read customer story

Financial reports

Triggers, actions, and LLMs power the workflows

pulling data in, reasoning across it, and sending results back into your stack.

Results you can trust.
Trustworthy AI document processing toolkit.

Plug your existing tools into Go. Just like Zapier, you can trigger actions across apps — but here every workflow is enhanced with AI.

Rumi AI
ElevenLabs
Zep
Deepgram
Aidbase
api4ai
HeyGen
Hugging Face
JoggAI
Leap

Google Calendar
Calendly
Toggl Track
Microsoft Outlook Calendar
Microsoft Excel
OpenAI
Symbl.ai
Google Dialogflow
Spotify
Mistral AI

Create a workflow…

Concierge

Create a workflow…

Concierge

Smart Output

Distribute results

Distribute results into downstream applications through the MCP, delivering context-aware formats and full audit trails.

OpenAi

Go distributes results

back to apps

via MCP,

Context-aware formats

and Full audit trails.

Smart Output

Distribute results

Distribute results into downstream applications through the MCP, delivering context-aware formats and full audit trails.

OpenAi

Go distributes results

back to apps

via MCP,

Context-aware formats

and Full audit trails.

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1,400+ integrations

Choose, connect, and compose

Connect data from 1,400+ sources. Normalize and organize it into a workspace designed for clarity, security, and scale.

1,400+ integrations

Choose, connect, and compose

Connect data from 1,400+ sources. Normalize and organize it into a workspace designed for clarity, security, and scale.

Play video

Structured Hub

Normalize, classify, and organize

Normalize, classify, and organize incoming data into a governed workspace that supports auditability and role-based access.

OpenAi

Invoices

OpenAi

Records

OpenAi

Reports

OpenAi

Databases

OpenAi

API's

OpenAi

Docs

OpenAi

Mails

Structured Hub

Normalize, classify, and organize

Normalize, classify, and organize incoming data into a governed workspace that supports auditability and role-based access.

OpenAi

Invoices

OpenAi

Records

OpenAi

Reports

OpenAi

Databases

OpenAi

API's

OpenAi

Docs

OpenAi

Mails

Play video

Suggestions

Workspace recipes

Reuses proven steps from your org (e.g., Extract text, List items, Generate JSON) so you’re never starting from scratch.

Suggestions

Send Message in channel
Get issues
Create account
Update status
Get projects

From V7

Extract text
Extract a list of items
Generate JSON
Calculate number
Classify
Tag & Categorize
Generate slides
Transcribe audio
Search the web

All Integrations

Suggestions

Workspace recipes

Reuses proven steps from your org (e.g., Extract text, List items, Generate JSON) so you’re never starting from scratch.

Suggestions

Send Message in channel
Get issues
Create account
Update status
Get projects

From V7

Extract text
Extract a list of items
Generate JSON
Calculate number
Classify
Tag & Categorize
Generate slides
Transcribe audio
Search the web

All Integrations

Play video

Unified Intake

Securely connect enterprise systems

Securely connect enterprise systems and pull structured or unstructured data through the MCP, with compliance checks at the entry point.

Single secure gateway

Unified Intake

Securely connect enterprise systems

Securely connect enterprise systems and pull structured or unstructured data through the MCP, with compliance checks at the entry point.

Single secure gateway

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Workflows

AI-enhanced workflows

Go beyond triggers and actions. Every integration can include multi-step reasoning.

Files

Workflows

AI-enhanced workflows

Go beyond triggers and actions. Every integration can include multi-step reasoning.

Files

Play video

Table-native

Table-native execution

Each row in your table is a workflow starting point, with agents acting directly on your data.

Company

Investors

Dell

Nvidia

Oracle

Sodexo

Table-native

Table-native execution

Each row in your table is a workflow starting point, with agents acting directly on your data.

Company

Investors

Dell

Nvidia

Oracle

Sodexo

Play video

Commands

Natural language commands

Skip complex zap configurations. Simply tell agents what to do.

Create a workflow…

Commands

Natural language commands

Skip complex zap configurations. Simply tell agents what to do.

Create a workflow…

Play video

Integrations

Enterprise-grade stack coverage

Connect with the tools your teams already rely on — CRM, email, docs, analytics, storage.

Integrations

Enterprise-grade stack coverage

Connect with the tools your teams already rely on — CRM, email, docs, analytics, storage.

Play video

A library of

Workflows

Workflows

Workflows

ready to operate

Select from a library of pre-built AI agents to power your workflows.

Select from a library of pre-built AI agents to power your Zoom workflows.

ready to operate

From

Gmail

Microsoft Excel

with

Agents

Gmail + Microsoft Excel

Underwrite deals in minutes. V7 Go monitors your inbox for new documents, uses AI to extract key financials, and instantly populates your firm's proprietary underwriting model in Excel.

From

Snowflake

Google Slides

with

Agents

Snowflake + Google Slides

Automate your monthly business review. Pull the latest actuals from Snowflake, run a variance analysis against your budget, and generate a complete MBR deck in Google Slides, with charts and AI-written summaries.

From

Google Drive

Jira

with

Agents

Google Drive + Jira

Continuously audit your contracts. Scan new agreements in Google Drive for non-standard clauses and automatically create a high-priority ticket in Jira for legal review when a risk is found.

From

Polygon

Slack

with

Agents

Polygon + Slack

Get automated market intelligence delivered instantly. Pull the latest news and pricing data from Polygon for your watchlist, synthesize key events, and send a daily briefing to your team's Slack channel.

From

Docusign

Asana

with

Agents

Docusign + Asana

Automate post-deal workflow. When a contract is signed in DocuSign, AI extracts all key obligations and deadlines and creates corresponding tasks in Asana, assigning them to the correct owners.

From

Typeform

Coda

with

Agents

Typeform + Coda

Turn raw survey responses into a structured research document. For every batch of open-ended Typeform submissions, AI performs a thematic analysis, identifies key sentiment drivers, and generates a summarized research brief in a Coda document.

From

Aircall

HubSpot

with

Agents

Aircall + HubSpot

Never manually log a sales call again. After a call is completed in Aircall, AI transcribes the recording, creates a concise summary of the conversation, extracts action items, and logs it all in the appropriate HubSpot contact record.

From

Clio

Google Drive

with

Agents

Clio + Google Drive

Create a perfect, searchable archive. When a legal matter is marked "Closed" in Clio, AI gathers all related documents, generates a final case summary memo, and saves a complete, organized, and cross-referenced folder to Google Drive.

Turn complex enterprise data flows

into intelligent, AI-driven operations

Turn complex unstructured documents into actionable insights. In seconds. 100s of use cases across industries.

Finance

Centralize fund, deal, and portfolio data — and instantly search documents, reports, and filings for smarter decisions.

Investment Memos

Portfolio Data Rooms

CIM Review

10k Disclosure Analysis

DCF Modeling

Financial Reconciliation

Legal

Contract Reviews

Document Redaction

Document Comparison

Contract Anomaly Detection

Due Diligence

Compliance Verification

Insurance

Market Reform Contracts (MRC)

Claims Processing

Policy Analysis

Coverage Verification

Risk Assessment

Claims Triage

Real Estate

Lease Abstraction

Deed Analysis

Offering Memorandum Analysis

Property Valuation

Investment Analysis

Real Estate Listings

Tax

Tax Authority Correspondence

VAT Compliance Agent

Tax Exposure Analysis

Financial Reconciliation

Browse AI agents

Finance

Legal

Insurance

Real Estate

Tax

Browse AI agents

Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions

Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions
Manual work eliminated
90-98%
Nobody's going to believe it, but people are always looking for the killer AI use case, right? This magic pill. And this one is one of those. V7 Go will actually allow you to just eliminate 90 to 98% of the manual work. And it's so quick to build a use case.
Paul Dickau
CEO and Founder, HITICCO
Productivity increase
35%
We used V7 Go to automate our diligence process with data extraction and automated analysis. This led to a 35% productivity increase in just the first month of use.
Trey Heath
CEO of Centerline
Custom solution delivery
In hours, not weeks
Partnering with V7 means bringing our toughest data challenges to a team that turns them into solutions in hours. Their Solutions Engineers have redefined what’s possible for our business.
Allen Darby
CEO of Alaris Acquisitions

What you gain.

Smarter answers, stronger decisions, faster work.

Results you can trust.
Trustworthy AI document processing toolkit.

Ask

Conversational Queries

Talk to hubs as you would to colleagues — natural language prompts trigger structured, accurate responses.

Create a workflow…

Ask

Conversational Queries

Talk to hubs as you would to colleagues — natural language prompts trigger structured, accurate responses.

Create a workflow…

Play video

Activate

Deep Agent Connectivity

Knowledge hubs integrate seamlessly with AI agents, powering tasks with contextual, up-to-date insights.

Activate

Deep Agent Connectivity

Knowledge hubs integrate seamlessly with AI agents, powering tasks with contextual, up-to-date insights.

Play video

Ingest

Bulk Knowledge Ingestion

Upload large volumes of files, data, and transcripts to continuously expand your hub’s intelligence.

Drag to upload...

Ingest

Bulk Knowledge Ingestion

Upload large volumes of files, data, and transcripts to continuously expand your hub’s intelligence.

Drag to upload...

Play video

Expand

Multi-Model Access

Tap into leading AI models directly within hubs to scale reasoning power and flexibility.

Expand

Multi-Model Access

Tap into leading AI models directly within hubs to scale reasoning power and flexibility.

Play video

Extend

Unified Product Ecosystem

Use hubs alongside all of V7 Go’s products — from document generation to integrations and AI tables.

Extend

Unified Product Ecosystem

Use hubs alongside all of V7 Go’s products — from document generation to integrations and AI tables.

Play video

Get started

Ready to build

Your First AI-Powered

Workflow?

Book a personalized demo and we'll help you build your first Plaid workflow. See how V7 Go AI agents can automate your financial data aggregation, transaction reconciliation, and account verification processes in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

Your First AI-Powered

Workflow?

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

Your First AI-Powered

Workflow?

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

Your First AI-Powered

Workflow?

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

FAQs

Have questions?
Find answers.

Any more questions?

Talk to sales

How does V7 Go differ from tools like Zapier or Make?

Zapier and Make are useful when you want apps to react to events in each other. They’re built around triggers and simple data handoffs. V7 Go sits at a different layer. It focuses on document-heavy workflows where the outcome depends on what’s inside the file. Its agents can read a document, extract what matters, use information stored in your workspace, and then act inside your connected apps. In practice, it means Zapier or Make can still be part of your stack, but the purpose of each tool is different. For example, if Zapier handles the wiring, V7 Go can handles the logic that depends on the contents of the document.

How do I connect integrations to V7 Go?

V7 Go includes built-in connectors that link to a growing library of more than four hundred applications. These connectors work through triggers and skills. Triggers are events happening inside external apps that V7 Go can listen to, so when something changes in that app, an agent can start working. Skills are the actions V7 Go can take inside those external apps, whether that’s retrieving information, updating data, or using some feature of the app during a workflow.

Beyond the connector library, the platform can also link to any software that exposes an API endpoint. If an app supports HTTP requests, V7 Go can talk to it through webhooks or API calls. This is often the preferred method for teams working with industry-specific or niche tools that will never have an off-the-shelf integration. Setting these up usually only involves pointing V7 Go at the right endpoint and passing the credentials the system requires.

How does pricing work for integrations?

Integrations themselves usually aren’t the main factor in pricing. V7 Go includes some usage credits for certain tools and model providers, but in many cases you’ll authenticate with your own API key or log in with your own account depending on the service. When it comes to the platform itself, pricing depends on several factors such as the use case, the size of the workflow, the underlying tech stack, and the complexity of what needs to be automated. If the integration doesn’t require a custom setup, it typically doesn’t play a major role in the final cost. The structure is designed so teams can connect the tools they already use without worrying about individual connector fees.

What can V7 Go’s agents do once integrations are connected?

Once integrations are active, the agents can work end-to-end across documents and external systems. They can read files, extract structured information, and use additional context from the documents stored in your workspace. They can also perform actions inside the apps you’ve connected, whether that’s updating a record, retrieving additional data, sending a message, or running a task that depends on the contents of the document. You can design workflows where an incoming file automatically triggers an agent, the agent completes the work, and the results show up exactly where your team needs them.

What are Knowledge Hubs, and how do they relate to integrations?

Knowledge Hubs are where your documents live inside V7 Go. When you sync files from places like Google Drive or SharePoint, or upload them directly, they’re not just stored—they’re indexed. That indexing is important, because it means the AI can work with a large library of documents and decide, on its own, which ones are relevant to the task at hand. If an agent needs background information, a definition, a policy, a previous contract, or anything else buried in your files, it can pull the right pieces as it works. This gives your workflows the ability to reference your institutional knowledge without having to hard-code every rule or document location.

What should I know about security and compliance?

V7 Go operates under recognized security and compliance standards such as SOC 2, ISO 27001, and GDPR. Information sent to and from the platform is encrypted, and customer data is not used to train models. Teams that need strict controls can enable options like single sign-on and role-based access. Data storage happens in EU data centers unless a customer chooses a model provider or configuration that relies on a different region. The exact setup depends on the needs of each deployment, but the platform is designed to meet the requirements of industries that handle sensitive information.

Partner program

Get integrated into V7

Develop your own integration as an app partner in our ecosystem.