Everything it does, written plainly.

A new number registered to your business, showing your business name, that clients save and message like any other contact, and not your personal WhatsApp. You bring a new SIM and your Meta business profile, and we register it with you. It talks one to one, never in groups.

Customers · Owners · Front office

An address on your own domain. It reads the inbox, drafts replies for your approval, and sends attachments like any staff member.

Owners · Accounts team · Customers

Add it to a team group and it takes part properly. It knows when to speak and when to stay quiet.

Your whole team

For firms that run internal work in Slack. Same employee, same memory, different room.

Ops · Internal teams

Hindi, Gujarati, Marathi, Tamil and more. A partner who would rather talk than type can send a voice note and it gets to work.

Owners · Staff on the move · Customers

Write in Hinglish, get Hinglish back. Email stays in professional English, because email is the formal record.

Everyone

It recognises each person by their number, Telegram handle or email address, and treats a partner, a junior and an outside client differently. The same person moving from WhatsApp to email is still the same person to it.

Everyone

Fees, scope, timelines, what documents are needed, how you work. It answers from what you have approved, and when it does not know, it says so and checks with you rather than guessing.

Customers · New enquiries · Juniors

Captures who they are, what they need and when, asks the right follow-up questions, and hands a warm, complete enquiry to the right person instead of a missed call.

Owners · Sales and business development

Offers times, confirms, and reminds beforehand so meetings do not quietly evaporate.

Owners · Customers · Front office

Acknowledges immediately, records the detail, and escalates to the right person by severity, so nothing festers unanswered.

Owners · Client servicing

You choose the office hours. Outside them it can answer quietly, or hold the message and pick it up first thing, so nobody is left on read overnight.

Customers · Owners

It watches for messages nobody answered and work that has gone still, and tells you rather than letting it sit.

Owners · Ops

Knows which client owes which document, by when, for which piece of work. It asks by name for the exact thing outstanding, and keeps asking until it arrives, on the channel that client prefers.

Accounts staff · Juniors · Owners

A bank statement for the wrong quarter is worse than no bank statement, because it looks done. It reads what arrives and checks the period and the entity against what was asked for, and if it does not match, it does not mark it received. It tells the client, in your words, what is actually needed.

Accounts staff · Juniors

Gentle, then firmer, then escalated to a person. Spaced properly, never twice in a day, never rude on the first ask.

Accounts team · Owners

Before a payment reminder goes to a customer, a person approves it, and the approval screen says whether that customer has been matched to a client on your list, only guessed at, or not matched at all. The system never marks a match as agreed on its own. A reminder sent to the wrong company is the one mistake you cannot take back.

Owners · Accounts team

Who owes what, how old it is, who has gone quiet, as a real spreadsheet you can open. Prepared on the day you set; for now each one waits for your OK before it is sent.

Owners · Accounts team

Registrations, licences, engagements, retainers. It carries the date so nobody has to remember it.

Owners · Compliance · Customers

"Remind everyone on this list on Thursday." "Ask the clients we finished for a review." It does, and it tells you who replied and who did not.

Everyone

Takes the requirement, asks what is missing, drafts the quote from the fee schedule you gave it, and holds it for your yes before it goes anywhere.

Owners · Sales and business development

Proper number and date formats, currency, frozen headers, filters, totals. Not a table pasted into a chat.

Accounts team · Owners · Ops

Ask which branch is down on last year, or which sixty customers make up most of the revenue. The arithmetic runs in code across every single row, never a sample and never a guess, and if some rows could not be read as numbers it tells you exactly how many.

Owners · Accounts team · Ops

Your logo, your company name, your colours, page numbers, real headings and tables. A letter or a report that reads as your business’s, not a chatbot’s.

Owners · Client servicing

Slides that state the takeaway in the title, with charts you can click into and edit in PowerPoint, not flat pictures.

Owners · Anyone who sits in meetings

Send a Word file, ask for the change, get the same file back with its formatting and letterhead intact. It edits your document; it does not rebuild it.

Owners and partners · Juniors

A photo of a receipt, a bank statement PDF, a client’s spreadsheet. Password-protected PDFs too, the kind banks send, once you give it the password. A scan sent as a photo works; a scan saved as a PDF does not yet.

Everyone

Give it one of your own documents and it picks up the fonts and colours, so everything it produces afterwards looks like it came from your office.

Owners · Admin

Tracks a courier, checks a GST number, reads a supplier’s page. It can open a website and fill in a public lookup form the way a person would, and it hands back a written note with every claim linked to where it came from. It cites; it does not guess.

Owners and partners · Juniors · Ops

Tally, Zoho Books, QuickBooks, Xero or Business Central. Who owes what, an invoice’s status, this month against last, all from the ledger itself rather than an estimate.

Owners · Accounts team

Drop in the statement as a PDF or a spreadsheet. It checks the statement against its own opening and closing balances first, so a half-downloaded file is caught rather than trusted, then matches payments to the invoices in your connected books, so nobody chases a customer who already paid.

Accounts team · Owners

Revenue, expenses, profit and margin, cash on hand, runway, and what changed against the period before. In plain words, with the numbers coming from the books, never estimated.

Owners only

Tally today. What is due in from customers and out to suppliers, week by week, against what is actually in the bank. Not a forecast it invented: your own bills, your own dates.

Owners only

Tally today. Margin by item, worked out from what you really paid for the stock rather than a standard cost somebody typed in once. The line that sells the most is often not the line that earns the most.

Owners only

Tally today. What has not moved in months, and how much money is asleep in it. The question nobody asks until the year is over.

Owners · Ops

Tally today. Who to call first, what to say, and who is over the credit you agreed to give them. Ranked by what actually brings money in this week, rather than by who owes the most.

Owners · Accounts team

Tally today. It takes a fingerprint of the books every day and compares. If something dated last month was edited or deleted this morning, you hear about it that day, from the books themselves. Most businesses find this out at audit, a year later.

Owners only

A formatted Excel workbook: summary with the key figures, receivables aging, expenses by category, top customers. On demand, in a minute.

Owners and partners

The close pack assembled from the books: what moved, what is outstanding, what changed against last month, and what looks unusual enough to check before you sign anything.

Owners and partners

Built for firms managing other companies’ accounts. With that client’s consent, it reads their Tally, Zoho, QuickBooks, Xero or Business Central, read-only, and answers by name. "How do Meridian’s receivables look?" It can never change a client’s books.

Accountants · Advisors · Anyone managing others’ books

Profit and loss, receivables aging, expenses, cash and runway, professionally laid out, for any client on your book.

Accountants · Advisors · Client servicing

Your logo, your commentary, your sign-off. It prepares the report and the commentary as a draft; your branding and signature are applied only after a partner approves it, so responsibility for what goes out stays with your business.

Accountants · Advisors · Owners

A filing cycle across two hundred clients, an onboarding run across fifty new customers, a renewal round across your whole book: collect what is needed, check it, prepare, someone approves, confirm, follow up. It moves each client forward on its own, at the same time, and never loses one in the middle.

Any firm with a repeating cycle · Owners · Ops

Who is done, who is in progress, who is blocked, who needs you. One screen instead of a spreadsheet nobody updates.

Owners · Ops manager

"Three clients silent five days, two need your approval, one document failed its check." You read a short list, not two hundred rows.

Owners and partners

If a stage needs a client’s GSTIN or PAN and it is not on file, that client is flagged as pending rather than pushed forward on incomplete information. It resumes on its own the moment the detail is added.

Accounts team · Compliance

Anything going out to a client, or anything that commits the business, waits for a named person to approve it. That is built into the process, not left to judgment.

Owners and partners

Describe how your business actually runs a job and it builds the stages. Or edit them yourself on screen, reorder, add a step, go back to the previous version. Ready-made starting points exist for filing cycles, collections, client onboarding and review recalls.

Owners · Ops manager

What a partner teaches it on Monday, a junior benefits from on Tuesday. It is not a chatbot each person prompts from scratch.

Everyone

Record your screen doing the job, talking as you go, and send it the video. It watches the screen, listens to what you said, and writes the procedure down as a playbook it can run afterwards. You never type the steps out.

Owners · Ops · Senior staff

Point it at your site and it reads it, and drafts what it learned for you to approve. Nothing goes live until you say so.

Owners · Admin

Send it your engagement letter, your fee schedule, your internal notes. It reads them, files them, and can answer from them afterwards.

Owners · Admin

Tell it "never quote fees in a group" once and it writes that down as a rule and follows it from then on. A rule from anyone other than an admin waits for an admin first. Corrections compound; they are not lost at the end of a chat.

Everyone

Walk it through how your business does something and it becomes a playbook it can run, with a named person who checks the result before it counts as done.

Owners · Ops · Senior staff

Who is who and what they prefer, from what you teach it and your client records, and the recent thread in every chat. For your own team, what they said on their other apps too. Older messages, your team can ask it to search.

Everyone

"What did we tell Meridian about the deposit in March?" It searches its own record of every conversation on every channel and answers with what was actually said, and when.

Owners and partners

You can read it, edit it, and export all of its knowledge as ordinary files you keep. Nothing is locked inside a black box.

Owners and partners

Reads what is in it, files documents into the right client folder, and hands finished work to the right person. Its own folder, shared with you, in your Drive.

Everyone

Adds the lead to the tracker, marks the row paid, updates the receivables sheet. In your actual sheet, with your permission, not a copy.

Accounts team · Ops · Front office

One sheet, with its columns and your columns. It keeps its side current as work happens and never writes a cell your team owns; your team’s notes and decisions are never overwritten by a sync. When somebody on your side changes something, it notices and picks the work up.

Ops · Accounts team · Owners

"Am I free Tuesday at three? Book a call with the client." It checks, books and sends the invite.

Owners · Front office

Joins the call or works from the recording, and turns it into written notes and the tasks that came out of it, filed where the team can find them.

Owners · Anyone who sits in meetings

Give it your costing or fee-computation sheet and it becomes something anyone can use by message. Send the inputs, get the answer. The arithmetic is done by your own formulas, never by the AI.

Owners · Front office · Juniors

Who your clients are, what is engaged, what is outstanding, what is due when. It maintains it as work happens instead of asking someone to update it.

Owners · Ops

Instead of logging in, finding the right screen and running the report, you ask your employee and the report arrives. Your practice-management system, your portal, your CRM, your billing tool. Nobody has to learn where anything lives, and nobody has to be at a desk to get it.

Owners · Everyone on the team

The client record is in one tool, the billing in another, the documents in a third. Connected through your employee, one question gets an answer that spans all of them. You stop being the integration between your own software.

Owners · Ops

A tracker, a client portal, an intake form, an internal tool nobody sells. We build it employee-first: the employee is inside it from day one and operates it for you, rather than it being one more login for someone to keep updated.

Owners and partners

We build it, test it read-only against your real system, run it through an automated security review, and it only goes live after a person signs off. Anything that writes back to your system still waits for your approval, every time.

Owners · Whoever owns IT

It does not stay the same employee. Connect the books and it can answer about money. Connect the practice system and it can answer about matters. It compounds, and the business gets faster with every one.

Owners and partners

Old registers, files and records turned into something searchable your employee can answer from. We do this with you as a project, not a switch you flip.

Owners · Admin

Admins only, your whole team, or everyone including clients. One setting decides whether it is an internal tool or a public face, and you can start narrow and widen it.

Owners and partners

Team only, or anyone. Then per-person exceptions on top, so one particular client can always reach it and one particular person never can. When it declines, it declines in wording you wrote.

Owners and partners

Set the office hours and choose what happens outside them: answer normally, or reply only to admins and pick up everyone else first thing in the morning.

Owners and partners

Draft everything and wait for you, or send directly. It starts on drafts, and you move it when you are ready.

Owners and partners

A separate dial per tool: read only, propose and wait, or act. Your Drive can be read-only while your calendar is fully live. Nothing is all-or-nothing.

Owners · Whoever owns IT

Per person: who can give it work, who may see financial figures, who may see sensitive notes, and which tools they can reach through it. A primary admin governs the other admins.

Owners and partners

You name it, give it a photo, and write how it should carry itself. Warm with the team, formal with clients, or however your business sounds. It holds that voice everywhere.

Owners and partners

"Never quote fees in a group." "Always copy the partner on anything to Meridian." Write the rule once and it becomes part of how it works, permanently, alongside limits on how much it may message in a day.

Owners · Senior staff

Every message, every document, every chase, every decision, in plain sentences you can read by day, by person or by job. Not a technical log.

Owners and partners

A first message to a client, anything about money, anything that commits the business, waits in your queue with the exact text it wants to send. You approve, edit or refuse.

Owners and partners

When somebody on your team teaches the employee something in chat, it is saved as a proposal, and an admin approves it in the dashboard before the employee works from it. A few things do go live without that step, such as its own notes on each colleague and its research on software you use, and every one of them sits on your knowledge page where an admin can change or delete it.

Owners and partners

Work done from a playbook is not finished until the person responsible for it verifies it. Accountability stays exactly where it was before you hired it.

Owners · Senior staff

A junior asking what the business earned is politely declined. That is built in. It is not a rule it was asked to remember and might not.

Owners and partners

Per person: who can give it work, who can see internal notes, who can reach which tools. It also knows when to move something sensitive into a private message rather than saying it in a group.

Owners and partners

What needs you today, what it will handle, what it is holding for approval, what it is deliberately setting aside. Arrives on its own.

Owners and partners

Documents chased and received, replies sent, jobs completed, things it caught, typical reply time. Real counts from its own record, not estimates.

Owners and partners

Our support console will not open your conversations unless you switch access on, that switch expires on its own, and every conversation opened under it is written into your own diary.

Owners and partners