Turn financial PDFs into Excel in seconds

Pulse Meridian turns complex financial documents into firm-specific XLS outputs with pixel-perfect accuracy.

We’ve processed over 1 billion pages for teams from new AI startups to Fortune 10 enterprises

samsung company logofountain company logoGrand charter company logoSyntra company logo.Cloudera logo in bold letters.Howard Hughes name logo in blue cursive script.UC Berkeley logoProof company logo
samsung company logofountain company logoGrand charter company logoSyntra company logo.Cloudera logo in bold letters.Howard Hughes name logo in blue cursive script.UC Berkeley logoProof company logo
How Meridian Works

Seamless conversion from PDF to spreadsheet

From upload to Excel export, Meridian automates every step—extracting and formatting financial data with precision and consistency.

Step 1
Upload your document. Select your PDF report or statement to begin processing.
Step 2
Extract data. Meridian identifies tables and charts automatically.
Step 3
Format and export. Review results, then export to CSV.
step 1step 2step 3
Features

Built for accuracy, speed, and enterprise reliability.

Meridian converts complex financial documents into model-ready spreadsheets, instantly formatted, secure, and compliant with enterprise standards.

Instant Excel Conversion

Convert financial documents into model-ready spreadsheets in seconds—no manual cleanup or reformatting required.

Firm-Specific Formatting

Automatically match your firm’s Excel standards, including naming conventions, colors, and formulas—ready for modeling instantly.

Faster Deal Execution

Cut document processing time by over 90%, enabling quicker model builds, scenario analysis, and investment decisions.

Enterprise-Grade Security

Process data within secure, compliant environments with SOC 2 Type II, ISO 27001, GDPR, and HIPAA certifications.

1 billion

Pages processed

90%

Reduction in manual data export

8hrs+

Saved per week on data entry and spreadsheet formatting

99.2%

Field-level accuracy on complex financial tables
Security

Enterprise-grade security, verified and enforced

We ensure top-tier security and compliance, continuously verified by Oneleet and independent audits.

SOC 2 Type II

Certified for ongoing security controls.

GDPR

Aligned with EU data protection laws.

ISO 27001

Compliant with global ISMS standards.

HIPAA

BAA available for enterprise plans.
SOC Compliance logo
SOC 2 Type II

Certified for ongoing security controls.

GDPR logo
GDPR

Aligned with EU data protection laws.

ISO logo
ISO 27001

Compliant with global ISMS standards.

HIPAA logo
HIPAA

BAA available for enterprise plans.

Testimonials

From Fortune 10 enterprises to the next generation of AI startups. Over one billion pages processed.

“Pulse unlocked workflows we’d struggled with for years. Out of 25+ platforms, it was the only one accurate enough for production.”
Director of Engineering, Top 10 PE Firm
"Pulse Meridian pulled the key numbers straight out of the VDR… we weren't spending half the day hunting through PDFs anymore."
Associate, Top 20 PE Firm
"We ran an entire batch of manager letters and quarterly reports through Pulse Meridian and the extracts came back accurate. Revenue bridges, KPIs, footnotes were all there. It cut a huge amount of manual lookup work"
Analyst, Multi-Strategy Hedge Fund
"Meridian handled our CIMs and rent rolls without breaking. The data came out organized and ready for our models immediately."
Principal, Real Estate Investments, Global Asset Manager
FAQs

Questions, answered.

Have a question that wasn’t answered? Don’t hesitate to get in touch — we’re here to help.

Do you offer a free trial?
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