Meridian: AI Financial Modeling for Excel
Meridian helps finance teams automate manual modeling tasks in Excel. It is designed for organizations that require auditable financial models and high security standards.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- 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
- meridian.ai
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
Integrates AI functionality into the Excel ribbon and shortcuts for Windows and macOS.
Supports the creation of financial statements and DCF models using text-based prompts.
Checks for inconsistencies, identifies broken logic, and reconciles numbers with source files.
Can fetch financial data and 10-K filings from EDGAR to populate income statements.
Highlights key updates and assumption changes between different versions of a model.
Designed so that client data is not stored or used for training AI models.
Use Cases
Building Discounted Cash Flow models and performing comparables or precedent transaction analyses.
Generating three-statement builds and forecast extensions via natural language.
Supporting deal models, including sources and uses, purchase price allocation, and accretion/dilution analysis.
Mapping actuals and forecasting expenses at a GL level to support bottoms-up budgeting.
Creating stress cases and modeling downside or upside scenarios.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
No, it works as a plugin directly within Excel for both Windows and macOS, though an app is available for directory-level file access.
It uses zero data retention agreements, meaning client data is not stored or used for training, and it follows SOC 2-ready standards.
Yes, Meridian can start from a blank workbook or operate on existing spreadsheets to analyze, audit, or extend them.
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
