A first-draft model, populated from the filings
Pull historicals from filings, populate your templates with sector-specific KPIs, and generate a first-draft model, with every figure traced to source.
How it works
From filings to a populated model.
Add the filings
Drop in the historical filings. Needl.ai reads the statements and notes across years.
Populate the template
Historicals and sector KPIs flow into your model template, mapped to the right line items.
Review the draft
A first-draft model is ready, every figure linked to source and assumptions flagged for the analyst.
Where the time goes instead
The mechanical build is done; judgment is where analysts spend their hours.
What it works with
The sources it reads, and the output you get.
Inputs
- Historical 10-Ks and annual reports
- Quarterly filings and supplements
- Your model templates
- Sector KPI definitions
Outputs
- Populated first-draft model
- Historicals mapped to line items
- Sector-specific KPIs computed
- Every cell traced to its source
Questions, answered
What teams ask before they roll this out.
Yes. Needl.ai populates your own templates and structure, so the output matches how your team already builds models, no new format to learn.
Every populated cell links to the filing and line it came from, so reviewers can verify any number in one click.
Needl.ai populates and maps historicals, then flags drivers and assumptions for the analyst. Judgment stays with your team.
Explore related
Other workflows teams pair with this one.
Put this workflow to work
See it run on your own data, in your environment.