AI TOOL PROFILE
Meridian: AI Financial Modeling for Excel
- Finance and Accounting
- AI Assistant
- Finance teams
- Investment bankers
- Private equity analysts
- Corporate finance managers
- Enterprise organizations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Finance teams, Investment bankers, Private equity analysts, Corporate finance managers, Enterprise organizations
- Key use cases
- DCF and Valuation Modeling, Financial Statement Creation, M&A Due Diligence, Budgeting and Operating Models, Sensitivity and Scenario Analysis
- Integrations
- EDGAR, PDF import, CSV import
- Official website
- Visit Meridian official website
How AI is used
Meridian acts as an AI modeling layer that integrates with Excel on Windows and macOS. It helps users build financial structures, such as DCF models and financial statements, using plain-English prompts.
The tool is designed for finance professionals, including those in corporate finance, investment banking, and private equity. It supports workflows ranging from initial model creation to auditing, which includes checking for inconsistencies and reconciling data against source files.
Buyers should note that the software includes SOC 2-ready processes and zero data retention to help protect sensitive financial information. Because it is currently available via private access, potential users should request a demo to determine fit.
Key Features
AI Excel Plugin
Integrates AI functionality into the Excel ribbon and shortcuts for Windows and macOS.
Natural Language Modeling
Supports the creation of financial statements and DCF models using text-based prompts.
Model Auditing
Checks for inconsistencies, identifies broken logic, and reconciles numbers with source files.
EDGAR Data Integration
Can fetch financial data and 10-K filings from EDGAR to populate income statements.
Version Change Tracking
Highlights key updates and assumption changes between different versions of a model.
Zero Data Retention
Designed so that client data is not stored or used for training AI models.
Use Cases
DCF and Valuation Modeling
Building Discounted Cash Flow models and performing comparables or precedent transaction analyses.
Financial Statement Creation
Generating three-statement builds and forecast extensions via natural language.
M&A Due Diligence
Supporting deal models, including sources and uses, purchase price allocation, and accretion/dilution analysis.
Budgeting and Operating Models
Mapping actuals and forecasting expenses at a GL level to support bottoms-up budgeting.
Sensitivity and Scenario Analysis
Creating stress cases and modeling downside or upside scenarios.
Integrations
- EDGAR
- PDF import
- CSV import
FAQ
Does Meridian require me to leave Excel?
- No, it works as a plugin directly within Excel for both Windows and macOS, though an app is available for directory-level file access.
How does Meridian handle sensitive financial data?
- It uses zero data retention agreements, meaning client data is not stored or used for training, and it follows SOC 2-ready standards.
Can it work with existing spreadsheets?
- Yes, Meridian can start from a blank workbook or operate on existing spreadsheets to analyze, audit, or extend them.
How do I get access to the software?
- Meridian is currently available through private access, and interested users must join a waitlist or request a demo.
Source category: Finance & Accounting
Source subcategory: AI Assistant
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