Meridio transforms financial data into clear, actionable insights so you can make smarter business decisions with confidence.
No credit card required · Setup in under 5 minutes
Revenue
$284,392
+12.4%
Expenses
$112,840
-3.1%
Cash flow
$171,552
+18.2%
Health score
86 / 100
+4 pts
Cash flow forecast · Next 12 months
ProjectedTrusted by 4,000+ growing businesses
Features
Everything a modern operator needs to understand, manage, and grow the business — without hiring a full finance team.
Ask questions in plain English. Get grounded answers with the receipts — no spreadsheets required.
Model scenarios and see 12 months of runway with confidence bands you can plan against.
A single, honest number that summarizes profitability, growth, and financial resilience.
Automatic categorization, duplicate detection, and vendor spend insights across every account.
Break down MRR, cohorts, and margin so you know exactly what’s driving growth.
A clear, one-page finance briefing lands in your inbox every Monday morning.
Live dashboard
Stop stitching together QuickBooks reports, bank statements, and spreadsheets. Meridio unifies your financial data and surfaces what you should act on today.
Revenue
$284,392
+12.4%
Expenses
$112,840
-3.1%
Cash flow
$171,552
+18.2%
Health score
86 / 100
+4 pts
Cash flow forecast · Next 12 months
ProjectedPricing
Start free. Upgrade when you’re ready. No per-seat pricing, ever.
For solo founders getting a handle on their finances.
For growing teams that need real-time visibility.
For established SMBs with complex operations.
Customers
“Meridio replaced a fractional CFO that cost us six times more. I finally understand my numbers.”
Maya Patel
Founder, Northwind Coffee
“The forecasting caught a cash crunch three months out. It saved our holiday season.”
Daniel Ortiz
CEO, Fjord Apparel
“I ask questions in plain English and get answers with the receipts. It feels like having a CFO on call.”
Priya Shah
COO, Lumen Studio
FAQ
Free forever plan. No credit card required. Setup in under five minutes.