Needl.ai is a private, secure enterprise AI platform for knowledge management, enterprise search, and report automation. Built for regulated industries, it delivers 97%+ accurate RAG without vector databases, ensuring your data never leaves your infrastructure or trains external models.
Deploy AI agents that turn fragmented data into citation-backed answers, auto-generate reports, and power enterprise-wide search on your private cloud with full audit trails and zero data exposure.
Needl.ai enables regulated enterprises to operationalize GenAI for knowledge management, enterprise search, and document intelligence without compromising accuracy, security, or data control. The platform creates a unified, searchable intelligence layer by indexing structured and unstructured data across internal documents, enterprise systems, and trusted external sources. Agentic AI automates knowledge retrieval, report generation, and research workflows, with every response backed by verifiable citations for traceability and compliance ready AI governance.
Technical Differentiators:
97%+ RAG accuracy without traditional vector databases: Purpose-built for enterprise-grade precision.
Private-by-design architecture: Deploy on your private AWS cloud with no data transfer.
Zero training on your data: Your proprietary information never trains external models.
Citation-backed responses: Every answer includes traceable source references for audit readiness.
Flexible model integration: Bring your own models or use pre-configured LLMs within your secure environment.
Needl.ai serves enterprises in banking, financial services, credit rating, wealth management, consulting, professional services, health, pharma, energy, manufacturing, retail and government departments, that require enterprise-scale knowledge operations under strict regulatory and compliance standards.
Highlights
Knowledge Management & Enterprise Search: Unify enterprise knowledge across documents, databases, emails, and legacy systems into a conversational, citation-backed search experience. AI agents enable secure ingestion, natural language Q&A, Text2SQL, and fast knowledge retrieval.
Industry example: A Knowledge Management agent deployed on a private cloud for a Big 4 consulting firm enables secure search across 10+ years of deliverables, reducing document discovery time by up to 70%.
Report Automation: Automate document processing and report creation across enterprise data. AI agents extract insights from documents, emails, CRMs, and databases, then generate formatted, editable reports that fit existing workflows.
Industry example: A Ratings Report Automation agent generates customized credit rating reports within 30 mins of exchange filings for an Asian subsidiary of a US-based ratings agency, reducing turnaround from 48 hours to under 30 mins with 97%+ accuracy.
Market Intelligence & Monitoring: Monitor filings, regulatory updates, news, and market signals to deliver contextual insights such as compliance, competitive intelligence, and M&A events.
Industry example: An Energy Trading Market Intelligence agent provides alerts and AI-driven research for a $10B renewable energy firm in APAC, helping the trading desk capture a $250K gain within 3 weeks of deployment.
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
This listing offers one pricing dimension, NAIpp2, billed by the number of Users. You buy access as a contract with annual billing. Your cost scales with how many users you license. Pricing plans are tailored to different business needs, so you contact the vendor to confirm exact terms and user counts for your organization.
Top-of-mind questions for buyers
What counts as one user for billing under the NAIpp2 dimension?
A user is one licensed person who accesses the platform, such as an analyst, credit officer, or fund manager. Each individual seat counts toward your total. Your cost scales with how many users you license, so counting active team members determines your billing quantity.
Do I need separate infrastructure or licenses to run the platform in my own environment?
The platform runs inside your own environment, under your access controls, with no data sent out. You bring your own models and cloud or on-prem infrastructure. The user-based license covers platform access; underlying infrastructure and model costs sit within your existing setup.
How does my cost change as I add more users to the platform?
Cost scales with the number of users you license. Adding users increases your billed quantity for the annual contract. Because pricing plans are tailored to business needs, you contact the vendor to confirm exact terms and how added users affect your total.
Request a private offer to receive a custom quote.
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Needl.ai gives enterprises one secure, searchable layer for all their knowledge. Agentic AI reads across your documents, databases, emails, and internal systems, then answers any question in plain language with citations you can trace. Everything runs inside your own AWS cloud, so your data stays yours.
Needl.ai Report Automation is an AI agent for document analysis and report generation. It reads your source documents, extracts and validates the key facts, and generates finished, citation-backed reports inside your own private cloud. Automate credit memos, due diligence reports, and analyst notes, and give your team audit-ready output in a fraction of the time.
A fixed-scope sprint that connects your data sources, empowers business users with governed access, and delivers production-ready AI outcomes in as few as three working days.
NeenOpal's RFQ AI cuts retail B2B quote turnaround from days to hours, automating bulk and key account quoting from inbound enquiry to sent quotation with 60-80% less manual effort.
Needl.ai turns scattered marketing data into answers in minutes
Reviewed on Nov 02, 2026
Review provided by G2
What do you like best about the product?
It's easy to use. You ask a question in plain English and get an answer grounded in our own data, with the numbers behind it, so we can trust what we're sharing with clients.
It also connects directly to Claude (through MCP). We can pull insights from our data straight into Claude and turn them into client-ready presentations in the same flow, instead of copying numbers across tools and then asking Claude to build a deck.
It also lets us provision role-based data access so that within client teams we can control who has access to confidential data and who doesn't.
The team has been a partner throughout. Beyond the core platform, they've built a number of customizations for us, tailoring it to our workflows, so it fits how we actually work.
All of this with minimal error rate compared against other AIs we've used and observed.
What do you dislike about the product?
Query response time could be faster, but then it's querying through multiple data sources including Google Drive with a prioritization scheme, so that is supposed to take some time.
What problems is the product solving and how is that benefiting you?
Our data is spread across a lot of sources: Last Touch or Platform Attributed, UTM or GA4 Attributed, MMM results, geo incrementality tested data and CSVs or docs or decks in Google Drive.
Getting to a clear insight used to mean either hours of manual analysis across each source, or moving data between separate AI tools to speed things up. Needl.ai brings it all into one place.
Have a customized analysis for clients which could be refreshed on demand by the client? Turn it into a skill and let the client drive that on their own.
The biggest benefit is time. We can get from a question to a finished client deck without waiting on data pulls or stitching spreadsheets together, so we spend less time collecting data and more time on what it means for the client.
reviewer2902215
Streamlined due diligence has cut review time from months to a week and supports faster deal progress
Reviewed on Sep 23, 2026
Review provided by PeerSpot
What is our primary use case?
I use Needl.ai for private equity and credit deal flow due diligence analysis.
How has it helped my organization?
Needl.ai has become an important part of our due diligence process. It helps us get through large, messy data rooms much faster and quickly find the information and red flags that matter. The biggest difference for us has been speed. What used to take around three months now takes about one week, which helps our team move deals forward much faster. At this point, Needl.ai has become indispensable to our diligence workflow.
What is most valuable?
The most valuable features are automation and speed.
What needs improvement?
It would be nice to have an automated update whenever additional information is added to the data room being used for a particular deal.
For how long have I used the solution?
I have used it for 1 year.
Which solution did I use previously and why did I switch?
I did not use any previous solutions.
What's my experience with pricing, setup cost, and licensing?
The setup cost involves custom pricing.
Which other solutions did I evaluate?
I have considered alternate solutions such as ROGO.
What other advice do I have?
The Needl.ai team is great to work with, and the product performs as advertised.