Meridian adds an AI‑powered layer to Excel that lets finance professionals build, edit, and audit complex financial models using natural language. The tool automatically reconciles data from multiple sources, highlights inconsistencies, and provides clickable traceability while maintaining enterprise‑grade security and compliance.
Funding
$17M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
LVTGFounders
Product
Problem
Financial analysts and finance teams spend extensive time manually building, auditing, and updating complex Excel models, which is error‑prone and slows decision‑making. Maintaining consistency across multiple workbooks, source files, and data feeds further increases the risk of inconsistencies and hidden errors.
Solution
Meridian provides an AI‑powered modeling layer that operates directly inside Excel, allowing users to ask natural‑language questions to build, modify, or audit financial models. The AI agent can generate full DCFs, financial statements, ratio analyses, and scenario tables, while automatically reconciling data with source files and highlighting inconsistencies. All actions are transparent; clicking referenced cells jumps to the exact location in the workbook, enabling traceable verification. Meridian also supports multi‑file workspaces, linking PDFs, CSVs, and other documents to provide full context across a model. Enterprise‑grade security features—including SOC 2‑aligned controls, granular permissions, audit logs, and zero data retention—ensure sensitive financial data remains protected.
Target Audience
Primary users are finance professionals—investment bankers, private equity analysts, corporate finance teams, and hedge fund researchers—who rely on complex Excel models for valuation, forecasting, and due‑diligence tasks.
Features
- Natural‑language interface within Excel to build, edit, or debug models without writing formulas
- Automatic data reconciliation and error detection that flags inconsistencies before they propagate
- Full traceability: clickable references link back to source cells and external documents for auditability
- Multi‑document workspace that ingests PDFs, CSVs, and dataroom files, maintaining linked context across sheets
- Enterprise security compliance with SOC 2‑ready controls, granular access permissions, audit logs, and zero data retention
- Compatibility with both Windows and macOS Excel environments via a plugin and optional standalone app
- Support for common finance workflows such as M&A deal modeling, valuation analyses, waterfall calculations, and scenario testing