Meshly.AI is a commercial SaaS service that provides the automation and governance layer that lets customers connect to their systems of record — CRMs like HubSpot and Salesforce, accounting systems like Xero, QuickBooks and NetSuite, and whatever else you run — and then finds gaps: provenance (deep linking when possible) for every field, an audit trail for every ingestion and change, and reconciliation across sources that disagree.
For people and agents, including MCP querying for Claude and OpenAI models. Agents get the same provenance and tenant boundary as people.
You get the benefits of a virtual data engineering team: the integration work, the pipelines, the reconciliation logic and the audit evidence, without hiring for any of it.
Meshly in Times Square
Meshly understands your vendors' native file formats and APIs, and keeping that current is part of the service. When a vendor changes an export or an API, that is our problem; when a vendor adds new capabilities, you get them without doing the work. Raw pulls are enriched with metadata and with Meshly's interpretation. Your business policies live in Meshly and are applied on every ingestion. Ad hoc and custom reporting runs over the result.
Meshly.AI is a SOC 2 certified SaaS provider. Built for the midmarket, light enough for small teams, and architected to scale to very large use cases. Multi-tenant isolation, per-tenant rate limiting and tenant-scoped audit events are enforced in code.
📊 Meshly Intelligence
Finds the mismatches, disconnects and problems that exist between your source systems, and helps you reconcile them.
Ever have data that disagreed between two systems? Have 998 customers in your accounting system but 1,000 in Salesforce as closed/won?
Gaps persist despite vendor improvements, because they are different systems from different vendors. Meshly can help reduce the load by healing incomplete or cleaning dirty data, using a combination of classical data science, machine learning, and frontier models from leading vendors like Anthropic, OpenAI and Google.
📄 Meshly Validate
Applies your policies to open documents — PDFs and the rest — for policy compliance, and extracts fields for validation and for feeding into other systems.
It handles complex treatments, not just field matching. ASC 606 revenue-recognition is one example: performance obligations, variable consideration and allocation all depend on the whole contract.
🔌 Supported integrations
| CRM | Salesforce, HubSpot, Microsoft Dynamics 365 |
| Accounting / ERP | Xero, QuickBooks, NetSuite |
| Banking | Revolut |
| Payments | Revolut; Stripe and others on request |
| Documents & e-signature | DocuSign |
| Files | PDF, CSV, and whatever shape your vendor invented |
| Warehouses | Google BigQuery; Snowflake secure data sharing and Databricks Delta Sharing on request |
| MCP (agents) | Claude Code, claude.ai, ChatGPT web UI. Single accounts through team and enterprise |
| Custom | Internal databases, file drops, in-house APIs. We work with customers whose core systems are custom-built |
You do not need a warehouse, or any of these systems. If your data lives in spreadsheets and PDF exports, that is a supported setup, not a lesser one.
If your system is not listed, we build the connector. Meshly already supports REST APIs and webhooks, and is compatible with major streaming protocols as well as batch jobs. Our team can help you through configuration and permissions.
The systems listed above are self-service — a few clicks, by someone on your team with the right permissions. Items marked on request are not built yet; ask, and they get scheduled against a real customer rather than a roadmap.
Depth varies by connector. Everything not marked on request is built and in use today.
🧩 Open standards, and agent access
You do not need any of this to use Meshly. There is a web UI, and most customers work entirely in it, or with Claude.ai or ChatGPT.com. Connect a source, read the results, generate reports, fix problem data.
This section is for power users, firms with a development team, and anyone putting agents to work.
Meshly uses open standards, not a proprietary representation:
- JSON-LD for linked, self-describing records
- CloudEvents for the event envelope [1] [2]
- schema.org and the gist upper ontology for shared vocabulary, based on vendor-neutral open standards
- Open Knowledge Format where it fits
This is what makes Meshly easy for your AI to consume — whatever you are running. Self-describing records mean an agent does not have to be taught your schema, and linked provenance means it can follow a value back to its source instead of guessing. Access is through MCP, so the agent gets the same tenant boundary and the same audit trail as a person.
Built to support emerging standards such as AIUC-1 and ISO 42001.
Your data stays portable and readable by tools that are not ours, including the provenance and audit records.
[1] CloudEvents on Google Cloud Eventarc · [2] Who else consumes CloudEvents
☁️ SaaS application and platform providers
Billing, CRM and ledger rarely agree on customer counts or revenue. Meshly finds where they diverge and shows which source to believe.
🧍 Solopreneurs
You have got a bunch of systems, and you have to log in and check them every day. Meshly can automate routine accounting tasks and create an early warning system — the equivalent of smoke detectors for your digital systems.
🚀 Startups and accelerator participants
No data team required. Connect what you have, get numbers you can put in front of an investor or an auditor, and keep the trail that shows where they came from.
🏪 Traditional businesses
Older systems, file-based exports, and month-end close done in spreadsheets. Meshly reads the files you already produce.
🏭 Manufacturing
Parts, orders and shipments tracked across an ERP, a WMS and whatever the supplier sends. Meshly reconciles across them and flags what does not line up.
We love unique file formats. Fixed-width extracts, EDI variants, a report someone built in 1998 that nobody dares change — these are normal inputs. Teaching Meshly to read one is our work, not yours.
👥 Firms using contractors and BPO
Most of the work is finding the mismatches, not fixing them. Meshly does the finding and hands over a list with the evidence attached, so the hours go to judgement calls instead of spreadsheet comparison. Every change keeps an audit trail.
🤖 RPA users
Screen-scraping bots break when a vendor ships a UI change, and the failure is usually silent. Meshly works against APIs and file drops, and reports when a source stops matching what it used to send.
🏢 Outsourcing firms and RPA providers
Enterprise RBAC and multi-org support keep your sub-customers separate, with the boundaries enforced in code, under one administration surface. Taking on a new client is a connector and a policy, not a new team.
🚚 Supply chain and 3PL
You already have a provider, but your vendor likely has gaps you are filling in with manual clicking. Meshly can help fill those gaps, especially in conjunction with OpenAI, Claude and Google Gemini.
🧾 Audit and accounting firms
Testing and sampling across client systems, with the evidence attached to each finding. ASC 606 and similar treatments applied from your own policies. Per-client separation with one administration surface.
🔗 AI agent integration
Giving an agent access to your systems of record, with the guardrails that makes reasonable. Agents connect over MCP and get the same tenant boundary, the same permissions and the same audit trail as a person.
Every answer carries its provenance, so an agent can show where a number came from rather than asserting it.
🌍 Everyone
Meshly makes AI safer to consume for your business-critical systems: inspectable, and audit-ready.
Meshly Labs publishes its open source work — including the runner infrastructure that powers our own CI — under a separate or 90AE ganisation:
github.com/Meshly-Open-Source →
Security issues: please do not open a public issue. Use the SECURITY.md in
the relevant repository, or email security@meshly.ai.
meshly.ai · security@meshly.ai