Sold by: Needl.ai
Deployed on AWS
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.
Overview
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.
Point Needl.ai at your source material across filings, databases, internal documents, collaboration platforms, and CRM systems. AI agents synthesize both structured and unstructured data into a structured report that follows your own templates and workflows. Every figure and claim traces back to its source, so your team can verify before they act.
A defining strength is private deployment. Needl.ai runs entirely within your own private cloud, so you keep full ownership and control of your data, and your information is never used to train external models. This makes advanced report automation viable for regulated, security-conscious teams that cannot send data to third-party AI.
What you can automate:
- Credit memos and credit reports: Extract leverage ratios, covenant data, and management commentary from filings into audit-ready reports.
- Due diligence reports: Analyze a full data room, surface risks, and compile an investment committee memo in a fraction of the usual time.
- Analyst and research notes: Draft structured notes from filings, prior coverage, and transcripts, ready for review.
- Knowledge management and enterprise search: Retrieve trusted, cited answers across your documents and systems to ground every report.
Needl.ai delivers high precision on complex documents through a purpose-built retrieval architecture, without traditional vector databases, and supports enterprise-approved language models within your secure infrastructure. It is part of the Needl.ai enterprise AI platform, which also powers enterprise search, market intelligence, and decision intelligence. Available as SaaS, so you can procure, deploy, and scale through your existing cloud account.
Highlights
- AI document analysis and report generation: Automate credit memos, due diligence reports, and analyst notes. Needl.ai reads your source documents and generates finished, citation-backed reports in a fraction of the time.
- Private, secure deployment: Runs entirely within your own cloud with permission-aware access and full audit trails. Your data stays yours and is never used to train external models.
- Cited, audit-ready output: Every figure and claim traces back to its source document, so your team can verify before they act. Built for regulated enterprise workflows.
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Pricing
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.
Dimension | Description | Cost/12 months |
|---|---|---|
Seats | Number of monthly needl.ai users | $50,000.00 |
Dimensions summary
This listing uses one pricing dimension: Seats (Users), billed by the number of monthly users under a contract. Pricing scales directly with how many people you enable each month. You add or reduce seats based on team size, and your cost changes with that count. There are no separate tiers, instance sizes, or usage add-ons here. Each seat gives access to the report automation and document analysis capabilities. To size a contract, estimate how many analysts or team members will use the platform each month.
Top-of-mind questions for buyers
A seat is one monthly user account on the platform. Each person you enable to access the report automation and document analysis capabilities counts as one seat. You are billed on the number of users active each month, so the count reflects your team size.
Cost scales directly with the number of monthly users. Adding users raises the seat count and your charge; reducing users lowers it. There are no separate tiers or thresholds, so each added seat is billed at the same per-user rate.
Each seat gives a user access to the platform capabilities, including report automation, document summaries, knowledge search, and market intelligence, with every answer linked to its source. Billing is based on user count, not on which capabilities each user chooses to use.
www.needl.ai
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Delivery details
Software as a Service (SaaS)
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