Traceable
Every extracted field can resolve back to its source document and provenance.
FINANCIAL EVIDENCE, ORGANIZED
Stop chasing records.
Start with financial truth.
Upload the evidence you actually have. Records Intelligence preserves it, extracts the facts, matches support, exposes uncertainty, and sends only approved information forward.
ANY SUPPORT↓
EXTRACT + NORMALIZE↓
MATCH + ORGANIZE↓
READY / REVIEW↓
APPROVE + EXPORT
WHY IT CONVERTS
Evidence first. No invented certainty.
Reviewable
Low-confidence and policy-triggered items are routed to human review instead of guessed.
Connected
Approved, consented information can feed accounting systems, Meridian Advisor and growth workflows.
Choose the operating level that fits you.
Starter
For a small business organizing monthly financial evidence.
$99/mo Choose Starter → paymentGrowth
For growing businesses and bookkeeping teams that need higher throughput.
$249/mo Choose Growth → paymentFirm
For accounting and advisory firms managing multiple clients.
$599/mo Choose Firm → paymentFrequently asked questions
What is Records Intelligence?
An evidence-first financial records preparation platform. It preserves source documents, extracts and normalizes facts, matches support, exposes uncertainty, and routes records to READY or REVIEW before approved export.
What is Records Intelligence?
An evidence-first financial records preparation platform. It preserves source documents, extracts and normalizes facts, matches support, exposes uncertainty, and routes records to READY or REVIEW before approved export.
Does it replace my accountant or CPA?
No. It reduces document and data-preparation work. Professional judgment, accounting policy, tax positions and required approvals remain with qualified professionals.