How Meridian Pulse works

Securely link your accounting, CRM, and commerce platforms with a single click. We support Xero, QuickBooks, Sage, HubSpot, Salesforce, Shopify, and more.

XeroQuickBooksShopifyHubSpotSageStripe+ more

• OAuth-based secure connection — we never see your password
• Automatic data sync every 6–12 hours
• Historical data imported from the last 12 months
• Connect multiple platforms for a complete picture

Our AI engine processes your financial, customer, and sales data to compute key business metrics, detect anomalies, and identify trends — giving you a continuous Read on your business health.

• 12+ key metrics computed automatically (revenue, cash flow, margins, and more)
• Three-layer anomaly detection: statistical, contextual, and predictive
• Industry benchmarks compare your performance to similar businesses
• Living memory learns your seasonal patterns over time

Once your data lands, our AI does what would take a CFO hours: computes a single 0–100 health score built from your real revenue, cash flow, margins, and customer metrics — then benchmarks each one against similar businesses in your sector. But the number alone isn't the point. Every score comes with a plain-English read on what's strong, what needs attention, and what to do about it.

• One weighted score across 4 dimensions: financial health (40%), customer strength (25%), sales pipeline (20%), commerce (15%)
• Each metric benchmarked against peers in your sector — know where you lead and where you lag
• Strengths and watch-lists called out in plain English — no spreadsheet required
• Over time, the score tracks whether your decisions are moving the needle

When something needs your attention, you receive a plain-English alert with context and a specific recommendation — not just a number or a red flag.

• AI-written alerts explain what happened and why it matters
• Each alert includes a specific, actionable recommendation
• Severity levels: low, medium, high, critical
• Delivered via dashboard, email, or weekly digest

Use the dashboard, weekly digests, and AI insights to guide your decisions with clarity. The system grows smarter the longer you use it — like an advisor who truly knows your business.

• Weekly AI digest summarises performance and recommended actions
• Living memory adapts to your unique business patterns
• Feedback loop: indicate which alerts were most valuable
• Industry benchmarks show where you stand relative to peers