This AI Agent Turns Hours in Excel into Minutes

Meridian, the AI-powered modeling layer for Excel that automates the work behind financial models, helping teams move faster without losing precision, led by John Ling, George Fang, and Zach Kirshner, has raised $17 million in seed funding, co-led by Andreessen Horowitz and The General Partnership, to bring Meridian to more finance teams.

Why Meridian Was Built

Excel remains foundational in finance, but manual modeling is tedious, time-consuming, and error-prone. Existing Excel AI often worsens the problem with outputs that are difficult to review or trust.

Meridian automates repeatable modeling while conforming to existing templates, producing deterministic, reviewable outputs that trace back to source data for quick verification. Depending on the workflow, Meridian can reduce modeling time by up to 90%.

What Meridian Is

Meridian is an IDE built for finance, providing a workspace where agents access full context across models, PDFs, dataroom documents, and downstream decks. It can execute complex workflows, like refreshing forecasts or building models from raw data, while maintaining complete traceability to the source.

For large financial organizations, Meridian is fully configurable to firm templates and standards, ensuring outputs match expected formatting, model structure, and validation checks.

Built to Feel Familiar

The Meridian agent works seamlessly across the Meridian app and within Excel and Google Sheets, supporting native Excel keytips and shortcuts to keep users in flow.

Early Traction

Since launch, Meridian has signed nearly $5 million in customer contracts. The team brings experience from KKR, PJT, Evercore, Lazard, Anthropic, and Scale, united by a focus on bringing agents to finance.

Backing comes from QED Investors, FPV Ventures, and Michael Price, with early support from Scale team members, including Alex, Annie, Summer, Linda, Zhi, Vijay, and Jon.