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NEEDL REPORTS

Your Research Workflow, Reimagined

AI-powered research companion that helps you generate high-quality, source-backed reports, manage documents flexibly, and explore information through Q&A.

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Smart Features, Real Benefits,
Tailored for You

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Document Management

Upload and arrange PDFs, PPTs, and text files through a simple interface to build your research set

Build the foundation for faster, more focused research by keeping all relevant content in one place

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Trusted, Cited Reports

AI-generated summaries with each insight linked to its original source—so reviewers can explore confidently

Explore your research with confidence, uncover deeper insights, and always know where the information comes from

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Custom Report Templates

Create structured reports using pre-built or custom templates tailored to your enterprise needs

Use tailored templates to streamline repetitive workflows and generate consistent outputs

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Contextual Q&A

Ask questions on reports or original documents and get traceable answers with helpful follow-up prompts

Understand what’s verified, what needs review, and navigate your documents with full context

How Your Sources Turn into
Trusted Insights

  1. 01

    Add Your Sources

    Upload PDFs, PPTs, Word files, and more. Documents are instantly processed and ready for exploration.
  2. 02

    Choose Your Workflow

    Use Open Research to ask questions on your documents, or generate structured reports like Annual Report Summary, IPO Prospectus Summary, and Maintenance Coverage—with more coming soon.
  3. 03

    Explore and Analyze

    Ask questions on your uploaded documents or the generated reports. Get answers enriched with context and trust indicators.

Tailored Solutions with
Needl Reports In Action

Investment
Research
Generate maintenance coverage reports from earnings calls, investor updates & broker notes. Track key metrics & commentary with structured outputs.
Credit
Rating Research
Identify red flags in annual reports and financial disclosures. Surface governance issues, audit concerns and financial risks.
Energy &
Commodity Trading
Analyze policy documents, filings and market reports to extract insights or create structured reports on regulatory shifts, price movements & risk drivers.
Institutional
Sales & Marketing
Create consistent, research-backed briefs from filings, market decks & presentations. Enable high-impact client conversations with confidence.
Regulatory
Monitoring
Ask questions on regulatory filings and policy updates to uncover or derive key changes, compliance requirements and obligations.
Merchant
Newsletters
Generate merchant-facing reports from processor bulletins & fee updates. Extract pricing changes, timelines & scheme rules at speed & scale.

Manually reviewing 400-700 page annual reports was time-intensive and prone to oversight. Needl.ai AI-powered reports have transformed our workflow by automating 80-90% of data extraction, capturing critical compliance issues, contingent liabilities, and auditor comments in exactly the structured format we need for our rating methodology. Now I can focus on domain expertise and deeper analysis instead of basic information extraction.

- Senior Analyst, Credit rating agency

Transform Research into Reliable Reports

Analyze documents, ask questions, and generate reports with full traceability.