The complete AI platform for your business.

Meridian brings your CRM, proposals, invoicing, projects, and accounting together, with an AI assistant on every screen. Your developers can also use Router, the AI API that runs Meridian. Everything is hosted in Québec and billed in Canadian dollars.

12 pilots in beta · 2.4k req/min live
Meridian · platform

CRM, proposals, and invoicing, with AI built in.

The AI assistant works as soon as you open your account. You have no API keys to set up.

Meridian
CRM
Propositions
Facturation
Projets
Assistant
Pipeline · Q2 + New
LeadQualif.Prop.Won
  • ✓ An AI assistant on every screen, with no setup
  • ✓ Every module under one account, in French or English
  • ✓ Agents that handle the admin follow-up
Book a demo → Free · 30 min
Designed and hosted in Québec PIPEDA / Law 25 Guard anti-exfiltration Zero retention

From first contact to paid invoice, in one account.

Each module works alone or with the others. They share the same AI assistant and the same client records.

01 / CRM & Sales

CRM & Sales

Track your opportunities by stage. The AI enriches records and suggests the next action.

  • Pipeline by stage
  • AI lead score and next action
  • Automatic enrichment
  • Built-in booking calendar
  • AI-drafted follow-ups
✦ The AI drafts the next message. You decide whether to send it.
Standalone 02 / Router AI

Router AI

The AI routing API that powers Meridian. You can buy it on its own.

  • OpenAI-compatible (curl, npm, pip)
  • Guard strips PII, secrets, and .env before sending
  • Automatic fallback across models and providers
  • More than 40 models behind one API
  • One CAD invoice, usage-based or monthly
  • Sold on its own, without the platform
Learn more →
✦ Replaces the OpenAI API, with Guard and billing in CAD.
03 / Proposals

Proposals

The AI writes the first draft and you adjust the layout. The client signs online and you invoice in one click.

04 / Invoicing

Invoicing

You turn a signed proposal into an invoice. The client pays with Stripe or Interac, Meridian sends the reminders, and recurring invoices go out on schedule.

05 / Projects

Projects

Track phases, tasks, and budget for each project. The AI warns you when a project runs over budget.

Keep your books in Meridian.

You track accounts, expenses, and taxes in the same tool as your invoices. Meridian computes the GST and QST return from the invoices and expenses you already entered.

Accounts and transactions

Bank accounts, credit cards, and transfers between accounts, with the balance of each one.

Expenses and receipts

Drop in a receipt as a PDF or photo. The AI reads it and fills in the expense for the supplier.

Employee expense reports

Employees submit their expenses. You approve them, then reimburse.

GST and QST

Tax collected minus input tax credits, for each filing period.

Cash flow and income statement

Money in and out, overdue receivables, and your income statement.

Excel export

Export your books as an Excel workbook for your accountant.

Track your time and your meetings.

The calendar shows your meetings, your Outlook events, and your time entries. You see how many billable hours remain in the week.

Timer and timesheets

Start the timer from a meeting or a project. Billable hours show up in the time reports.

Calendar and availability

Drag on the calendar to set your availability. Clients book a slot through a link.

Budget and profitability

Compare the hours used against each phase budget and see the margin on each project.

Payroll export

Export your team's hours for payroll.

Your clients get their own portal.

Clients sign in with a link sent by email, with no password. They find their proposals, invoices, documents, and project status there.

Proposal signing

The client reads the proposal and signs it online.

Invoice payment

The client pays invoices online, by Stripe or Interac.

Project status

Phases, upcoming milestones, and the target end date.

Documents

The client downloads the documents you share.

The AI assistant knows your data.

Ask about a client, look up an invoice, or start a follow-up from any screen. The assistant reads your pipeline and client records before it answers.

Built-in AI assistant

It answers questions about your data, drafts your emails, and summarizes an opportunity. Open it with ⌘K.

Semantic search

Find a client, an invoice, or an opportunity by describing it, without the exact words.

Automated workflows

Lead scoring, enrichment, follow-ups, and proposal drafts run in the background. You approve before anything goes out.

AI Assistant
Which invoices are overdue?
3 invoices totaling $12,450 are overdue. Send reminders?
Yes, personalized.
✓ 3 emails ready. Preview before sending?

Hand the admin follow-up to agents.

Each agent has its own rules, permissions, and tasks. You decide when it acts and what it can send.

Skills

A skill describes a multi-step task, such as preparing a recap before a meeting.

Triggers

Run a skill on a schedule, on a CRM event, or 30 minutes before a meeting.

@-mentions

Mention an agent in any text field. It gets the record you are working on as context.

Weekly digest

Each week, an agent sends you a summary of the work done and the hours saved.

Teach your agents how you work.

Write a directive for your organization and notes about your clients. The assistant and the agents read them before they answer.

Organization directive

Who you are, your tone, and what you refuse to do. Meridian sends it to every agent.

Client notes

Payment terms, the decision-maker, preferences. An agent reads them when it works on that client.

Suggestions to approve

Agents suggest notes from meeting transcripts. You approve them before the agents use them.

Connect Claude, ChatGPT, or Cursor to Meridian.

The assistants you already pay for can read and update your clients, proposals, and invoices over MCP.

  • Claude MCP client
  • ChatGPT MCP client
  • Cursor MCP client
  • MCP Server live
  • API OpenAPI

You connect the MCP server with your Meridian account. Your developers get the API, described in OpenAPI.

The built-in assistant goes through Guard and uses the included AI credits. Claude or ChatGPT connected over MCP runs on your own subscription and leaves those credits alone.

Hosted in Québec, under Québec law.

Your data stays at OVH in Beauharnois. You can export your audit log at any time.

Hosted in Québec

OVH Beauharnois. Compliant with PIPEDA and Law 25.

Guard anti-exfiltration

Guard catches personal information, API keys, and secrets before the request reaches a foreign provider.

Zero retention

Our contracts with OpenAI, Anthropic, and Google forbid storing your prompts or using them for training.

Time saved
12h/week

per person, on average.

Proposals
3×faster

than writing by hand.

AI providers
18+

behind one endpoint.

Data retention
0%

guaranteed by contract.

One price for the workspace.

Solo, Équipe, Pro, or Entreprise on request.

Solo $29 / month · per workspace 1 user $5 in AI credits included per month Équipe $79 / month · per workspace Up to 5 users $5 in AI credits included per month Pro $159 / month · per workspace Up to 15 users $5 in AI credits included per month Entreprise On request Unlimited users Included AI credits: negotiated

2 months free. API and MCP access are included from Solo. Claude or ChatGPT connected over MCP does not use these credits.

Full pricing →

Try Meridian for 14 days.

The trial opens the Équipe plan with no credit card. If you prefer a guided tour, book a 30-minute demo.

Start the 14-day trial → Book a demo

No commitment · Reply within 24 h