Needletail AI

Who runs it and where is it based?

Jofin Joseph is CEO and Nakul Sibiraj is CTO, and both previously worked at FullContact, according to a founder blog post published in March 2026. The post says building started in early 2025, the first version launched in September 2025, and refers to "our first 5 customers."

Basic facts about the company conflict. The contact page lists San Francisco, CA, while Crunchbase and TheOrg are reported to list Richardson, Texas. Tracxn and wfh.team give 2025 as the founding year, and one listing gives 2023. Funding is unconfirmed: Tracxn says none raised, Crunchbase shows a funding flag with obscured detail, and Azops, a competitor, says it does not appear VC-backed as of June 2026.

Portal agent, voice agent, human QA

The homepage describes an AI Portal Agent that logs into payer portals, pulls plan and benefit data and fills the verification form, and an AI Voice Agent that calls payers, navigates their phone menus and captures missing eligibility details. An AI QA Agent cross-checks the two sources before human reviewers take the edge cases. The pricing page says verification runs up to 5 days in advance.

The homepage FAQ claims about 95% accuracy with human QA, against 85 to 90% for pure AI portal automation. Figures labeled "Based on Needletail customer data, 2026" read: up to 30% lower cost, denials under 5%, 120 hours a month saved and go-live in under two weeks, which the vendor describes as an internal benchmark. The one named testimonial is from Alison Morrison, CFO of Morrison Dental Group, who calls Needletail "absolutely phenomenal as a partner."

The accuracy and savings figures above come from vendor data, and PubMed lists 0 results for "Needletail AI."

Which practice management systems are named?

The pricing page and homepage FAQ name CareStack, Open Dental, Denticon and Dentrix. Sync in and write-back belong to the Premium and Advanced plans, while Basic works inside the Needletail portal. Needletail says it has "explored" a custom API for other systems.

Homepage badges read HIPAA "compliant," SOC 2 Type II "in progress" and HITRUST "roadmap," alongside AES-256 and a 99.99% uptime claim. The pricing page includes a signed BAA on every plan.

Pilot and pricing terms

Billing combines a flat monthly base fee per location with a per-verification rate that falls as volume grows, with no seat licenses or per-module charges, according to the pricing page. Basic, Premium (labeled "Most popular") and Advanced each say "Per-verification rate quoted on your volume," and the base fee is the same across plans. A free 30-day pilot comes first, billing begins on day 31 and the page says "you owe nothing" if the practice stops. Implementation is included.

The verdict

A DSO that wants verification results written into its practice system is looking at Premium or Advanced, since Basic keeps them in the Needletail portal, and the base fee is the same on all three plans. The 30 day pilot is the way to test that choice before billing starts on day 31.