Your AI-native fractional CFO copilot — trained on how you actually advise clients.
Meridian CFO analyzes real client financials, applies the CFO Mastery certification method, and delivers recommendations, forecasts, and client-ready dashboards — with every number verified, not guessed.
CFO Copilot
Upload a P&L, connect QuickBooks, or paste financials. Ask anything — margin diagnosis, runway, forecasts, client emails, monthly scorecards. Skills from the 8-week CFO Certification Program route every answer.
- CFO Mastery skills auto-loaded per question (P&L, cash flow, pricing, lending)
- Deterministic KPI engine + calculate tool — auditable math
- Client folders, chat history, inline charts, HTML dashboards
Proposal Generator
Win retainers faster. Template or AI-generated proposals with scope, investment, and next steps — print-ready in seconds.
Open generator →Services you can include
Monthly CFO Advisory
A dedicated finance partner in your corner for strategic decisions.
Cash Flow Forecasting
Always know your runway and what's coming next.
KPI Dashboards
The numbers that matter, updated and easy to read.
Connect the data
Sync QuickBooks or drop in a P&L. Meridian pulls multi-period P&L, balance sheet, cash flow, and A/R + A/P aging.
Ask like a CFO
The copilot routes every question through the CFO Mastery method and a deterministic KPI engine — numbers are verified, not guessed.
Deliver to clients
Generate branded dashboards, monthly reviews, proposals, and emails your clients can act on.
Run your fractional CFO practice on one platform.
Plans scale with the number of clients you advise. Start today and upgrade as your roster grows.