How Meridian Pulse works
From connection to clarity in five straightforward steps. No technical expertise required — just the tools you already use.
Connect your tools
2 minutesSecurely link your accounting, CRM, and commerce platforms with a single click. We support Xero, QuickBooks, Sage, HubSpot, Salesforce, Shopify, and more.
📗 Xero · 📘 QuickBooks · 🛍️ Shopify · 🟠 HubSpot
- 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
AI reads your business pulse
AutomaticOur 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.
📊 Metrics · 🔍 Anomalies · 📈 Trends · 🧠 Patterns
- 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
See your health score
InstantA single 0–100 score — like a vital sign for your business — tells you exactly how things are performing. Drill into the breakdown to understand what's driving the score.
🟢 85/100 — Grade: A — "Your business is in strong health"
- Weighted score across revenue, cash flow, customers, and operations
- Grade system (A+ to F) for quick understanding
- Breakdown shows which areas need attention
- Historical trend shows whether you're improving or declining
Receive clear, timely alerts
Real-timeWhen something needs your attention, you receive a plain-English alert with context and a specific recommendation — not just a number or a red flag.
⚠️ "Revenue declined 15% this week — here's what to review"
- 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
Make confident decisions
OngoingUse 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.
📋 Digest · 💡 Insights · ✅ Action · 📈 Growth
- 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
The vital signs we monitor
12+ metrics computed automatically from your connected data sources — giving you a comprehensive pulse on business performance.
Revenue & Sales
- Daily / weekly / monthly revenue
- Revenue growth rate
- Average transaction value
- Sales pipeline velocity
Cash Flow
- Cash flow runway
- Accounts receivable aging
- Burn rate
- Working capital ratio
Profitability
- Gross margin
- Net profit margin
- Operating expenses ratio
- Cost of goods sold
Customers
- Customer acquisition rate
- Customer retention & churn
- Customer lifetime value
- Repeat purchase rate
Three layers of early warning
We don't just look at numbers in isolation — we understand the context behind them.
Layer 1: Statistical
Identifies values that fall outside normal ranges using standard deviation analysis and historical baselines.
Example: “"Revenue is 2.5 standard deviations below your 90-day average"”
Layer 2: Contextual
AI considers seasonality, day-of-week patterns, and your industry to reduce false positives and surface what truly matters.
Example: “"This dip is unusual even accounting for your typical January slowdown"”
Layer 3: Predictive
Forecasts where metrics are heading and alerts you before potential issues materialise — giving you time to act.
Example: “"At this trajectory, cash flow may turn negative within 3 weeks"”
Your data is safe with us
Security and privacy are foundational to everything we build — not an afterthought.
Bank-grade encryption
All data encrypted in transit (TLS 1.3) and at rest (AES-256).
Row-level data isolation
Your data is completely isolated. No other client can ever access it.
OAuth connections
We never see your passwords. All integrations use secure OAuth tokens.
Your data stays yours
Your data is never shared with third parties or used to train AI models.
Ready to feel the pulse of your business?
Start your 14-day free trial. Connect your first tool in under 2 minutes and see your health score immediately.
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