CassidyCassidy AI
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Related Products
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About
Cassidy securely integrates with your tools, leveraging company knowledge to automate tasks like customer support, lead qualification, RFP processing, and much more. Easily connect your company data and knowledge to AI to answer any employee questions, get updates on projects, respond to customers faster, and much more. Always accurate and on-brand. No more worrying about AI hallucinations - Cassidy’s knowledge base delivers reliable, verified and cited information from your company’s own knowledge. Ensure all your employees have instant access to the most current information they need, with your company’s knowledge centralized and synced in real-time. Enable your AI to complete even the most intricate workflows by leveraging the full context of your unique business.
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About
V7 is an AI workflow automation platform for complex, document-heavy operations across private markets, insurance, and real estate. The platform helps firms automate workflows such as deal screening, due diligence, investment memo creation, portfolio reporting, submission ingestion, underwriting, policy review, claims processing, and lease abstraction. V7 combines AI agents with organizational context, integrations, and controls so teams can run multi-step workflows from source documents through completed outputs. Its platform includes capabilities such as Context Graph, Workflow Agents, Document Generation, Knowledge Hubs, Skills, agent templates, and document automation. V7 also supports MCP integrations and an MCP server, allowing organizations to connect AI workflows with external tools, data, and preferred language models. V7 is designed for institutional teams that need reliable AI automation for high-stakes financial, insurance, and real estate workflows.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses looking for a platform to automate tasks like customer support
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Audience
Private market investors, insurance companies, real estate investment firms, underwriting teams, and enterprise operations groups that need AI automation for complex, document-heavy workflows
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$149 per month
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationCassidy AI
Founded: 2023
United States
www.cassidyai.com
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Company InformationV7
Founded: 2018
United Kingdom
www.v7labs.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Axis LMS
Supported
Claude
Supported
Claude for Legal
Supported
Gemini
Supported
Gemini Enterprise
Supported
OpenAI
Supported
Zapier
Supported
Confluence
Supported
Gemini 1.5 Flash
Supported
Gemini 2.0
Supported
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Integrations
Axis LMS
Supported
Claude
Supported
Claude for Legal
Supported
Gemini
Supported
Gemini Enterprise
Supported
OpenAI
Supported
Zapier
Supported
Confluence
Not Supported
Gemini 1.5 Flash
Not Supported
Gemini 2.0
Not Supported
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