Automate tedious tasks, spend your time doing actual research
All your information sources integrated into one view
Stop juggling between hundreds of open tabs, documents and applications. Needl.ai gives you a live, updated and unified view of your research from all your data sources
Integrate everything with ease, right from your personal notes, emails, chats and drives, to public data such as favorite websites, subscriptions, RSS feeds, podcasts and bookmarks.
Get right down to business with your data auto-organized
Save countless hours of manual labor by auto-tagging and auto-sorting your data, irrespective of the source
Preview documents and view details such as file type, report type, category, date, company name and so on.
Search that knows no boundaries
Needl.ai searches for keywords across your data sources, buried deep within documents, and surfaces relevant documents & media
Search spans across your personal data such as emails, chats, drives and text within documents, social media, emails, images and even newspaper clippings.
No noise, focus on the signals
Focus on content & subjects that matter to you by creating custom feeds based on topics you want to research, from sources that are relevant to you
Save repeated & frequent searches as feeds to save yourself time & eliminate redundant work
Fine-tune custom feeds using advanced filters based on date, source, company name, or more keywords
Collaborate on research by sharing your feeds and documents seamlessly.
Your one window view for both, historic and live updated data
Real-time and historical data, both available to you in an instant
With your data synced and auto-updated every 3 hours, you have a real-time stream of all your data
No need to dig for files buried deep within your repository. Just fire up a search with a keyword and find the document or file you want, in an instant.
Regulatory filings - now easily accessible
Needl.ai provides company filings, transcripts & reports to you as feeds
Rid yourself of hours spent searching for, downloading and organizing con call transcripts, filings & reports
Sort through exchange filings & documents with ease using targeted filters such as document type, company and author, company name, category, or indices. Find what you’re looking for with speed and precision.
Import tables, texts, and charts from PDFs or images and save them as Word or Excel documents
Clip relevant data and thread them together as PDFs to create custom reports & summaries.
Add value to your research
Research that is unorganized and unstructured is not very valuable to the finance community
Needl.ai lets you structure your documents with live documents – dynamic documents that are continually edited and updated – and thousands of pre-defined templates for the same
Eliminate hours of grunt work needed to review transcripts for meaningful insights. Analyze and summarize conference call transcripts with ease. Stay ahead of the curve with Needl.ai’s sentiment analysis.
Converse with your data
Use Ask Needl for instant company analysis, lead research, and historical knowledge, ensuring well-informed interactions with prospects and existing clients.
Ask questions in natural language and get get precise citation backed answers. Understand market dynamics by retrieving recent statistics, survey results, or industry reports.
Your research is central, collaborate around it
Share your research as feeds or shared documents with your colleagues, teams & supervisors. Build an institutional memory with Needl.ai where all your data is backed up on a cloud and always available to your team
Allow colleagues access to your workspace, mention them and assign tasks. Let co-workers annotate and comment on your work
Share your research-oriented feeds or documents & media via channels and with access control settings. Decide who can view which documents for how long.
Meet our happy customers
Since using needl.ai, our research department has seen a 25% improvement in cross-team collaboration and has saved almost 15 weekly hours spent.
Head portfolio manager
Investment advisory firm
Thanks to needl.ai, we are now able to utilize the team’s time and efforts much more scientifically, leading to increased operational efficiency.
Chief investment officer
Venture capital investment firm
We now have a go-to solution to conduct faster, more comprehensive research which can be collaborated within our teams, hindrance-free.