Meridian Capital Group was running treasury operations across 40+ bank accounts using a patchwork of Excel files and manual bank portal logins. Every Monday, the CFO spent three hours pulling cash positions. A single FX exposure could go unnoticed for days.
The Challenge
The client needed sub-second visibility across all accounts in multiple currencies, automated FX hedging alerts when exposure crossed defined thresholds, and a board-ready cashflow visualisation — all without rebuilding their existing ERP.
Our Approach
We integrated Plaid for open banking data ingestion, built a normalisation layer to reconcile different bank statement formats, and surfaced everything in a Next.js dashboard with D3.js Sankey charts. Supabase Realtime pushed balance updates to the UI without polling
Results
The CFO's Monday morning process went from 3 hours to a 30-second glance at her phone. In the first month alone, the FX alert system flagged £2.4M in unhedged exposure the team hadn't noticed.
Our CFO used to spend 3 hours every Monday pulling cash positions. Now she glances at her phone. The ROI was obvious within the first week.