Welcome, Advisory Amplified guests
Free the compliance hours your advisory practice is waiting on◆
Meridian is the AI operating system for accounting firms. It runs the month-end close and delivers review-ready books, so the hours your team spends on compliance can go to the advisory work clients pay more for.
You have the advisory plan. The close has your hours◆
Advisory Amplified is built for firms that already made the decision. You have packaged the advisory offering, priced it, and named the clients who belong on it. Some of you have been running it for a year.
Then the month lands. Bank feeds, reconciliations, cleanup on the three clients who never send anything. That work has to be done and it has to be right, so it takes the hours first. Advisory gets what is left, which in a busy month is nothing.
There is a second version of this problem, and the tour names it directly. The owner and the senior staff are often the only people who can deliver advisory well. They are also the first people pulled back in when the close slips. Free the team and you still have not freed the two calendars the practice actually runs on.
Meridian runs the close, so the hours advisory needs come back without a hire.
Meridian closes the month
Categorization, reconciliation, exception handling, and financial statements, delivered as finished books. Your accountants review and approve. Their role changes from production to oversight.
over 8,000 businesses served since 2017199K months of books closed to date
How it works
Prepare
Connect Meridian to each client's bank feeds, or hand over statements and reports. That is the firm's data lift.
The close runs
The AI Accountant closes the books, following your firm's policies and each client's checklist. No babysitting, and no new tools for your team to learn.
Review finished books
Your accountant opens finished books, reconciled and flagged for exceptions. Approve, flag, or step in where judgment is warranted.
The division of labor
Meridian does the close. Your team approves the finished product and focuses on the work that grows the firm.
What Meridian does
Full month-end close
Categorization, reconciliation, exception handling, and financial statement production. The full scope, completed in hours, not weeks.
Exception resolution
Exceptions are resolved and logged for review, not flagged for your team to chase. Meridian handles edge cases the way a senior accountant would.
Financial statements
P&L, cash flow, and balance sheet produced and delivered. Completed books ready for your team to review and sign off.
What your accountants do
Review and sign-off
Your accountants review completed books, not work-in-progress. Nothing is delivered to clients without their sign-off.
Advisory and client strategy
With the close handled, your team shifts to the higher-value work they were trained for. The work your clients pay for.
Client relationship
Your accountants own the client relationship. Meridian frees them to spend time where it matters most.
Delegate tasks that used to break weekends to Meridian AI
Clients don't ask for help on a schedule. Meridian AI handles the work that comes with a deadline, so your seniors stop being the bottleneck.
Eighteen months of Xero migration, plus the personal-account expenses
A new client moved from Xero with eighteen months of activity to migrate. The owner had funded the business from personal accounts: 255 expense PDFs across six folders, some duplicates, some in foreign currency. Meridian AI ran the transaction-level migration and booked the PDFs on top.
Forty hours of work, done in four.
Stripe back-booked after months disconnected
A client connected Stripe for the first time in months. Meridian AI ran the full back-book of Stripe revenue across the missing period, then ran a thorough review on the books.
Finished in an hour, ready for review.
See a month-end close, start to finish
Not a sales pitch. We review your stack and workflows, and show you where Meridian fits your operation.
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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