Drop a spreadsheet
CSV or Excel from finance, ops, or the warehouse. Profiling runs in the browser — row-level data never has to sit in a warehouse you do not control.
Upload a spreadsheet. Confirm the grain. Get a cited briefing — risks, charts, and next actions — before the next meeting.
Sign in. Files stay private. Profiling stays in the browser.
This file is not orders. It is line items — about 2.4 rows per invoice. Customer names are not keys: Acme Supplies maps to three IDs. Treat concentration by customer_id, not by name.
Publish order counts from the invoice grain. Keep the line file for mix. Do not rank the book by customer name until finance and CRM agree on the key.
to a signed briefing, not a two-week queue.
Line items are never silently treated as orders.
Raw records are not kept. Insights are.
How it works
CSV or Excel from finance, ops, or the warehouse. Profiling runs in the browser — row-level data never has to sit in a warehouse you do not control.
You lock order vs line and ID vs name before a sentence is written. Period, mix/price/volume, and silent accounts are computed — not guessed.
One-pager with findings, charts, risks, and next actions — print or save as PDF before the meeting.
Why this is not another chart toy
Companies do not stall because they lack a bar chart. They stall because someone treated customer names as keys, mixed line items with orders, or averaged a snapshot as if it were a year. That is the work an analyst is paid for — and the work Meridian does on every file.
Versus hiring
Keep the hire when you need institutional knowledge. Use Meridian when the question is on a file and the meeting is this afternoon.
Start with the Harbor & Co sample, or drop last quarter’s export. Team plans from $249 / month when you are ready to run this as the company’s analyst of record.