A surprising amount of financial data still moves from PDFs to Excel manually.
Even at firms processing thousands of documents a month, someone is often copying numbers from a PDF into a spreadsheet by hand. The documents are structured. The task is repeatable. But the tooling to automate it reliably just hasn't been there.
The problem isn't converting a PDF to Excel. Plenty of tools do that. The problem is doing it at production-level accuracy on complex tables while preserving the layout, formatting, and traceability that downstream workflows depend on.
Today we're making Pulse Meridian available to all users.
What Meridian Does
Meridian converts complex documents into properly formatted spreadsheets in seconds.
Tables stay intact. Multi-column layouts, merged cells, nested headers: the structure comes through correctly, not as a flattened mess that requires manual cleanup.
Formatting is configurable. Control how the output looks based on your downstream needs, whether that's a specific column structure, number formatting, or header treatment.
Full traceability. Every value in the output traces back to its exact location in the source document. When someone asks "where did this number come from?", you have the answer.
Already in Production
Meridian has been running in production at some of the world's largest private equity firms. These are environments where accuracy isn't optional and manual review bandwidth is limited.
With today's release, it's now open for anyone to try directly in the platform.
If you're still moving data from PDFs to Excel by hand, or if your current tooling breaks on anything more complex than a simple table, Meridian is worth a look.
Available now in the Pulse platform.
Want to see Meridian handle your documents?
