White-label reports your clients will open
| 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 | — | ✓ |
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.
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.
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.
There is no time tracking. It is not a project management tool — there are no Gantt charts or sprints.
Weighted by recency, verified redemption, time owned and normalised helpfulness. The method.
Picked up the top tier for the team and the integrations I needed were there. The documentation is thin in places but the product is small enough that you can work it out. One small gripe: the mobile view needs work. Otherwise excellent.
Picked up the top tier for the team and the limits on my tier are more generous than they looked on the comparison table. I expected to hit the ceiling by week two and have not come close. Keen to see what ships next.
Came for the price, stayed because 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. Would buy again.
I was sceptical about the lifetime model but the core workflow is genuinely solid. Setup took me about twenty minutes, imports worked first time, and the exports are clean enough to drop straight into our reporting. Keen to see what ships next.