A real-time finance platform for 4,000+ SMEs
We rebuilt Meridian's legacy reporting tool into a multi-tenant SaaS with live cashflow, automated reconciliation and an AI assistant.
Project Overview
Meridian had outgrown their Excel-and-email approach to financial reporting. Their legacy tool was slow, error-prone and could not support the multi-entity structure their growing client base demanded. Month-end close routinely took three to five working days.
We rebuilt the entire platform as a multi-tenant SaaS product with live cashflow dashboards, automated bank reconciliation and an AI-powered assistant that answers natural-language questions about a company's financial position.
The new system cut month-end close from days to minutes and became the primary daily tool for over 4,000 SME finance teams. We implemented PostgreSQL Row-Level Security (RLS) to guarantee strict data isolation between tenants, and deployed microservices on AWS to handle data feeds.
By designing a custom integration layer with Stripe, we automated billing and plan changes. The user interface was styled with custom components to handle massive data tables, advanced date-range filters, and export queues without page performance degradation.
The Challenge
Replace a brittle, single-tenant reporting tool with a scalable platform that serves thousands of tenants with real-time data, strict data isolation and zero planned downtime during migration.
Our Solution
A ground-up rebuild using Next.js and PostgreSQL with row-level security for tenant isolation, Stripe for subscription billing, and an OpenAI-powered assistant embedded into the dashboard. We shipped incrementally over 12 weeks with a blue-green migration strategy that moved tenants without interruption.
Measurable Outcomes
Report generation dropped from 3.1 seconds to 0.4 seconds. Activation rate increased 42% within the first quarter. The launch saw zero downtime and zero data incidents across all migrated tenants.
Key Performance Indicators
Engineering Features
- Tenant RLS IsolationDatabase policies preventing cross-tenant data leaks.
- AI Financial AnalystNatural language interface answering ledger queries.
- Live Bank Sync FeedAutomated webhook queue updating cash flows daily.
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