Confidence starts with secure data
Protect your financial models
At Meridian, we put security first in every model. We’re enterprise-grade by design, not by add-on.
( 01: SOC 2-Ready Processes )
Engineered for enterprise compliance with built-in audits, controls, and SOC 2–ready standards: purpose-built for finance at scale.
( 02: Access Control & Audit Logs )
Granular permissions and detailed audit logs ensure every action is verified, visible, and fully accountable.
( 03: Zero Data Retention )
Model interactions operate with zero data retention. Client data is never stored or used for training.
Frequently Asked Questions
Meridian is the AI-powered modeling layer for Excel. It helps you build, analyze, and audit financial models using natural language. You can ask it to construct full models, debug broken logic, analyze datasets, format sheets, and explain complex formulas, all within your existing workflow.
Meridian is designed to enhance real-world spreadsheet workflows used across finance teams, including:
- M&A deal models, including sources & uses, purchase price allocation, and accretion/dilution analysis
- Valuation analyses, such as DCFs, comparables, and precedent transactions
- Proceeds distribution waterfalls, including carried interest and complex allocation logic
- Operating and financial statement models, from three-statement builds to forecast extensions
- Sensitivity analyses and scenario modeling for downside, upside, and stress cases
- Model review and audit workflows, including assumption checks, reconciliation, and error detection
- Production-ready formatting, ensuring clean layouts, consistent formulas, and presentation-quality outputs
From personal analysis to mission-critical financial models, Meridian adapts to how finance teams actually work in Excel.
No. Meridian works directly with Excel through a plugin.
For advanced functionality, you can also open your spreadsheets inside the Meridian app, which provides directory-level access for reading files in your folder for context.
Yes. Meridian can start from a blank workbook or work directly on spreadsheets you have already built. It can analyze, audit, update, and extend existing models without requiring a rebuild.
Meridian is built to provide full transparency. In the sidebar, it walks you through its reasoning and logic to help you understand the changes it made to your sheets. You can also explicitly ask Meridian to audit your model for errors, broken formulas, or structural issues at any time.
Meridian maintains zero data retention agreements with our AI providers, meaning they are unable to store your data. Your spreadsheets always stay yours.
Yes. Meridian can operate across full workbooks with multiple tabs, deep formula dependencies, and large datasets. There is no limit on workbook size for Meridian's core functionality.
Meridian is currently available through private access. You can request entry by joining the waitlist here.
Meridian is built for professional and institutional workflows. Sensitive data is handled with strict privacy controls, and customer data is never used for public model training. Full details on data handling, access control, and retention are provided during enterprise onboarding.
Yes. Meridian is built to meet enterprise security expectations, including:
- SOC 2 aligned controls
- Vendor security reviews
- Internal risk assessments
- Custom compliance workflows
- Database encryption at rest
Meridian is designed to pass real IT and security audits at banks, funds, and large enterprises.