The AI operating systemfor accounting firms◆
Grow capacity, strengthen client relationships, improve margins. Meridian automates the month-end close across your entire client portfolio, so your team reviews finished books and spends their time on the work that grows the firm. Built on the platform Pilot has run in production since 2017.
Prepare
Connect your clients’ ledgers to Meridian, then sync financial institutions or upload monthly statements. That is the firm’s entire data lift. No migration, no new ledger, no learning curve.
Close
Meridian runs the full month-end close. Categorization, reconciliation, exception handling, and financial statement preparation. Completed in hours, not weeks. With every decision logged for review.
Review & deliver
Your accountants open finished books. Approve, flag, or step in where judgment is needed. Nothing ships without your team’s sign-off. That is the role.
One accountant, a $1M book
Meridian does the production work, so each accountant carries a bigger book without longer hours. Revenue per accountant goes up. Fixed costs stay flat. Your team spends its time on advisory and client relationships, not transaction cleanup.
Meridian runs the close, end to end.
Categorization, reconciliation, exception handling, financial statements. The full month-end close, delivered as finished books and ready for review.
Your accountants review, not produce.
They open completed work, approve it, or flag the calls that need a human, then move to the next client. The job changes from producing the books to owning the judgment.
Field guide
AI for accounting: a transformation guide◆
A practical framework for firm leaders evaluating AI. What to look for, what to avoid, and how to make the transition without disrupting your clients.
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