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MeridianNote

White-label reports your clients will open

by Elmstead Software★★★★★3.7(3.8 raw)· 8 how we weight reviewsRefund rate 12.8% · category 10.2%

Compare tiers

Feature	Lite $79	Plus $160 Most popular
Team seats	50	—
White-label	50	200
Custom domain	—	—
Proposals per month	✓	—
Active clients	✓	✓
Scheduled reports	—	20000
Client portal	—	✓

About MeridianNote

MeridianNote is built for agencies who are tired of reporting that takes a day a month. It replaces the patchwork of spreadsheets, browser tabs and half-configured tools with one place that does the job and gets out of the way.

Setup takes about 11 minutes. Connect your existing accounts, import what you already have, and MeridianNote starts working against your real data the same afternoon. There is no onboarding call and no implementation fee.

What you get

Every tier includes the core workflow, unlimited exports, and email support with a stated response time. Higher tiers raise the usage limits and add team seats — the comparison table below shows exactly where the lines are drawn, so you can buy the smallest tier that fits and upgrade later if you outgrow it.

Lifetime deal terms

One-time payment of $79 to $160 for lifetime access. Codes are redeemed on the vendor's site using the instructions in your vault. 36-day refund window as stated at checkout.

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What this does not do

There is no time tracking. It is not a project management tool — there are no Gantt charts or sprints.

Reviews · 8

All 5★ 4 4★ 1 3★ 0 2★ 3 1★ 0|weighted newest longest owned helpful

3.7

weighted
raw 3.8

★★★★★

Refund rate

12.8%

category 10.2% · benchmarks

Weighted by recency, verified redemption, time owned and normalised helpfulness. The method.

★★★★★Leanne Ankunding-Fisher11 deals bought · owned 2 months at reviewredeemedcredited

Used for: Agency client work

I was sceptical about the lifetime model but it does the one thing it promises without drowning you in options. The interface is plain, which I mean as a compliment — nobody on my team needed a walkthrough. Keen to see what ships next.

Vendor reply · Mar 6, 2026

Thanks for the detailed write-up. The export timeout you mention is fixed in this week's release — please reach out via the support link if you still see it.

2 found this helpful