Context infrastructure for financial agents.

Resolve data conflicts with full audit trail for compliance.

Book Demo

How Financial Agents Use Meridian

When agents hit conflicting revenue figures or metric definitions, we resolve with deterministic causality and complete regulatory audit trails.

Resolve Revenue Figure Conflicts

Your financial agent finds Q4 revenue target of $10M in one spreadsheet and $12M in another, both dated today. We trace causality to determine which is correct.

Example

"Agent query: 'What's the Q4 revenue target?' Spreadsheet A shows $10M, CFO email shows $12M"

Result: We return: '$12M — from CFO via email after board meeting on 2/15. $10M is the draft version.' Full provenance.

Ensure Regulatory Compliance

Track every financial data change with complete audit trail. When regulations require proof of data lineage, we provide WHO changed WHAT, WHEN, and WHY.

Example

"Agent needs audit trail for revenue recognition policy change"

Result: We return: Full change history with approvers, timestamps, and regulatory justification. SOX/GDPR compliant.

Detect Metric Definition Conflicts

When your agent finds different definitions of 'ARR' across finance and sales ops, we resolve it by tracking which definition is official and when it changed.

Example

"Agent asks: 'How do we calculate ARR?' Finance says method A, Sales Ops says method B"

Result: We return: 'Method A is official per finance policy updated 1/20. Sales Ops using outdated method.'

Track Deal Term Lineage

Your agent needs context on custom payment terms or pricing exceptions. We provide the complete decision chain with approvals and justifications.

Example

"Agent researching: 'Why did we offer Net 90 terms to Acme Corp?'"

Result: We return: 'Approved by CFO on 12/5 due to strategic partnership value. Initial proposal was Net 30, changed after exec discussion.'

The Financial Agent Problem

Standard RAG

  • ✕Returns conflicting revenue figures without context
  • ✕No audit trail for regulatory compliance
  • ✕Can't determine which metric definition is official
  • ✕No provenance for financial decisions

With Meridian

  • ✓Deterministic resolution with full causality
  • ✓Complete audit trail for SOX/GDPR compliance
  • ✓Track official policies and when they changed
  • ✓Full decision lineage with approvers and timestamps