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MC
Marcus Chen
Riverside HVAC LLC
Dashboard
● QB Synced · Jan 2026
Business Health Score
74Health
Dashboard KPIs
Revenue
$1.84M
▲ +6.4% vs prior year
Trailing twelve months · QuickBooks
Net Margin
18.2%
▲ +0.9pp YoY
After labor, materials & overhead
Cash on Hand
$142K
~7.7% of TTM revenue
Operating cash · synced daily
AR Days
31
Above 24-day target
Outstanding receivables
Active Alerts1 to watch
AR days at 31 — receivables aging past target. A focused collections push this week could pull an estimated $12K–$15K forward without changing how you bid jobs.
M
AI Coach
● Live
M
Marcus — you are pacing about $1.84M with an 18% net margin, which is strong for a mechanical contractor. The one watch-out is AR at 31 days; if you trim that toward your 24-day target, you free up roughly two weeks of working capital without touching sales volume.
Ask your coach...
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Five steps to an AI coach that actually knows your business.

Complete Your Assessment

Answer questions about how you run your business. Meridian learns your decision style, growth mindset, and where you're leaving money on the table.

QuickBooks Integration

Your books.
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Connected.

Meridian syncs directly with QuickBooks Online. No CSV exports, no manual entry, no reconciling spreadsheets. Your real financial data powers every insight.

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Revenue, COGS, and gross margin auto-populated daily
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Service line profitability broken out by job category
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Labor hours and payroll data pulled from QuickBooks Time
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YoY trend analysis updated with every sync
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AI coach instantly contextualized by your live financials
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QuickBooks
Your source of truth
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M.
Meridian
Your intelligence layer
Live Data Feed
Jan Revenue$142,480Synced
Gross Margin39.2%Synced
Labor Burden36.0%Synced
MTD Man Hours1,847 hrsSynced
EBITDA TTM$187,200Synced
AI Coaching Engine

A coach who knows
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Not generic business advice. Context-aware coaching grounded in your actual financials, service mix, and goals.

M
Meridian AI Coach
Powered by your QuickBooks data
Live
M
Morning. January is synced. Revenue hit $142K - solid 8.2% over last year. But your HVAC Install margin fell to 31%. That's your second largest service line.
MC
Which service line should I focus on growing?
M
Maintenance contracts at 61% GM with $72K revenue. That's your highest margin line by far, and it creates recurring revenue. If you doubled it to $144K, that's roughly $44K in pure gross profit - without adding a single truck.
MC
Am I on track for $1.8M this year?
M
At $142K/month you're pacing $1.70M - $100K short. You need to close that gap in Q2-Q3. Given your hours model at $76.90/MH, that's 1,300 additional man hours. Achievable, but only if your labor burden improves. What's your hiring plan?
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Context-Aware from Day One
After completing your business assessment, the AI coach understands your archetype, constraints, and goals - and every answer reflects that context.
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Answers Backed by Real Numbers
No vague advice. The coach references your actual revenue, margins, and labor data in every response - so you can act, not just nod along.
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Ask Anything About Your Business
Why is my labor burden up? Should I hire another tech? What's dragging down my HVAC Install margin? Meridian digs in with you.
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Progressive Personalization
Coaching gets sharper as you connect data. Link QuickBooks, complete your assessment, set goals - and watch every response get more specific to your situation.
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