A clearer way to hold money

Your finances,
charted with precision.

Meridian pulls every account, investment, and transaction into one living ledger, reconciled automatically and updated the moment something moves.

NO CARD REQUIRED · BANK-LEVEL ENCRYPTION · SETUP IN 4 MINUTES
Total balance
$0
▲ 2.4% this month
Income
$12,480
Spending
$7,920
Savings rate
36%
Stripe payout+$4,200.00
Adobe Creative Cloud−$52.99
Vanguard transfer−$1,000.00
What Meridian does

Four views. One source of truth.

Every screen reads from the same reconciled ledger, so the number you see in your budget matches the one your accountant sees in March.

Cash flow, in one view

Every account feeds a single timeline, so you see money moving before it becomes a problem.

Portfolio, reconciled daily

Holdings sync nightly against your brokers, so the allocation you act on is the one that's real.

Equities58%
Fixed income24%
Cash & equivalents13%
Alternative5%

Budgets that adjust themselves

Categories rebalance against your real spending pattern instead of a number you guessed in January.

Groceries$412 / $500
Travel$190 / $600

Reports your accountant will read

Export a clean P&L or cash-flow statement, formatted the way a finance team already expects.

Net income (YTD)$84,210
Operating margin22.4%
Burn rate$6,100/mo
Net worth

Watch it find its line.

"Meridian replaced four spreadsheets and a Sunday-night ritual of reconciling them. Now I just look."
Priya N. — Studio Operations Lead

Stop guessing where the money went.

Connect your first account in under four minutes.

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