● 03 CFO CUSTOMER DOSSIERS // AUDITED TREASURY & ERP OUTCOMES
How High-Growth Finance Teams Extended Non-Dilutive Runway.
Examine verified T-Bill yield uplifts, duplicate SaaS blocks, and 2-day NetSuite closes across Series A–D operators.
Series B Hardware & AI ($8.4M Reserve Cash)
Axon Industrial Robotics
Capturing $412,000 in State-Tax-Exempt T-Bill Yield Across 3 Entities
+$412,400 Annualized Net Uplift
NetSuite Close Cut From 9 Days to 2 Days
Read 3-Phase CFO Audit →
Series C Biotech ($19M Liquidity Pool)
LatticeBio Therapeutics
Automating 3-Way Lab Procurement PO Matching in Oracle NetSuite OneWorld
+$948,000 Annual Treasury & Rebate Gain
99.5% Zero-Touch GL Reconciliation
Read 3-Phase CFO Audit →
Series A Cloud SaaS ($4.6M Cash)
Stratos Data Infrastructure
Blocking $118K in Shadow SaaS & Cloud Overages With Merchant-Locked Cards
+$339,200 Total Annual P&L Benefit
6.5 Days Saved Every Month-End
Read 3-Phase CFO Audit →
Growth Stage Logistics ($12.2M Cash)
Kinetix Autonomous Freight
Eliminating Cross-Border FX Fees Across USD, EUR & GBP Fleet Operations
+$684,500 Combined Yield + FX Savings
SAP S/4HANA Synced in Real Time
Read 3-Phase CFO Audit →
01 // MERIDIAN LEDGER
Automated US Treasury T-Bill sweeps (5.28% APY), 1.75% corporate card rebates, and bi-directional NetSuite & Intacct reconciliation.
Same-Day Corporate KYB →
02 // TREASURY PLATFORM
Treasury Command (/)
Platform Modules
Platform Pricing
CFO Yield Simulator
Treasury Benchmark LP
03 // INSTITUTIONAL PROOF
CFO Customer Stories
Macro & ERP Briefings
Custody & Leadership
Open FinTech Roles
Treasury Advisor Desk
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