PRODUCTION · FINANCE INTELLIGENCE PLATFORM

Every dollar, tied back to the ledger.

MERIT is YourPolicy's finance intelligence platform — a budget tracker that reconciles vendor spend to the general ledger line by line, plus a Slack bot that answers vendor, contract, and spend questions on demand. One codebase, two surfaces, one source of truth.

2 surfaces · one GL Nightly NetSuite sync GitHub ↗
COMPONENTS
01 · Budget Tracker
📊
Live · merit.your-policy.ai
Vendor spend, reconciled to the GL

Workspaces give each team its own lens over the same GL data — its own budgets, exclusions, vendor merges, and review states. A cash/accrual toggle, off-P&L visibility for capital spend, and ghost-month projections mean the numbers never quietly understate what's actually happening.

Sync NetSuite GL, nightly at 09:00 UTC
Views Cash / accrual toggle per workspace
Off-P&L Capital lines & card charges surfaced, not hidden
Audit Every number traces back to a GL line
Open tracker ↗
02 · Slack Bot
💬
Internal · Slack
Ask MERIT about any vendor or contract

Mention @MERIT in a channel, DM it, or use /merit. It keeps conversation context per thread, posts an immediate placeholder, then overwrites it with the final answer — no thread clutter — pulling live vendor and contract data with Claude doing the reasoning.

Trigger @MERIT mention, DM, or /merit
Mode Socket Mode with a connection watchdog
Sources Ramp (spend) & Trelica (contracts), live
Reasoning Claude, via the Anthropic API
Internal · Slack workspace only
03 · Sync & Data Layer
🔄
Internal · Railway
One GL, synced nightly and always explainable

A nightly SuiteQL sync pulls GL lines, accounts, vendors, and amortization schedules from NetSuite into Postgres. Boot sweeps recover any stranded sync run automatically, and a flagged-line registry tracks miscoded entries with status ("Fixed in NetSuite") until they're resolved.

Source NetSuite GL via SuiteQL
Schedule Nightly, 09:00 UTC
Recovery Boot sweep for stranded runs
Schema 35+ numbered migrations, one history
Internal service · no public UI
Runtime
Node.js Express Vanilla JS frontend
Data Layer
PostgreSQL Railway Numbered migrations
Data Sources
NetSuite Ramp Trelica
Bot
Slack Bolt Socket Mode Claude

MERIT is an internal finance tool at YourPolicy — not a public product. Built on Express and deployed on Railway, reconciling spend across NetSuite, Ramp, and Trelica so every number is explainable.