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
ProjectedBuilt for personal and business finances.
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
ProjectedMeridio is currently free for selected beta testers while we work closely with early users to improve the experience. Paid plans will be introduced after the private beta.
Personalized guidance that explains what matters most in your finances.
Smarter projections for cash flow, spending, savings, and growth.
Manage multiple businesses alongside your personal finances.
Invite trusted partners and advisors into your financial workspace.
Beta testers will receive early access to future features.
Features, pricing, and functionality may change as Meridio continues to grow.
FAQ
Free forever plan. No credit card required. Setup in under five minutes.