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 |
Vendor refund policy
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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