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FinTech · United States
Consolidating $2.4B in cash operations onto one platform
Meridian replaced 14 spreadsheets and 3 legacy systems with a single treasury operating system for 40+ subsidiaries.
Client
Meridian Capital (placeholder)
Services
Custom Software, Cloud & DevOps
Duration
9 months
Year
2025
The challenge
Meridian's treasury team managed cash across 40 subsidiaries using a patchwork of spreadsheets, macros, and three legacy tools acquired over a decade of M&A. Daily reconciliation took two full-time analysts, forecasts were manually stitched, and month-end reporting took four days.
Our solution
We built a unified treasury OS: bank connectivity across 20+ providers, real-time cash positioning, event-driven reconciliation, and a forecasting workspace built on top of an audit-friendly ledger.
How we approached it
01
Domain modeling
We spent three weeks with the treasury team building a shared vocabulary and event model before writing a line of application code.
02
Event-sourced ledger
Every cash movement flows through an append-only ledger. Balances are derived, auditable, and easy to reconstruct.
03
Provider abstraction
One internal API for 20+ bank connections meant we could add new banks in days, not weeks.
04
Progressive rollout
Rolled out subsidiary by subsidiary over five months with dual-run periods to build confidence.
Technologies
Next.jsNestJSPostgreSQLAWSKafka
Results
Outcomes measured against the goals we agreed to.
+38%
Forecast accuracy improvement
-4 days
Month-end reporting time
92%
Manual reconciliations eliminated
60/wk
Analyst hours reclaimed
“Nexquorn embedded with our treasury and engineering leadership as one team. Nine months in, we retired systems we had lived with for a decade.”
Priya Anand
SVP, Treasury Operations · Meridian Capital
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