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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.
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Five steps to an AI coach that actually knows your business.

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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

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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
Auto-sync
M.
Meridian
Your intelligence layer
Live Data Feed
Jan Revenue$142,480Synced
Gross Margin39.2%Synced
Cash on Hand$48,200Synced
AR Days28 daysSynced
Net Margin22.4%Synced
AI Coaching Engine

A coach who knows
your P&L cold.

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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