# AI month-end close for accounting firms | Meridian

Meridian imports transactions from bank feeds or statements, categorizes them and reconciles every account, then hands your team the financial statements with the workpapers and supporting schedules behind them, ready to review.

Canonical URL: https://meridian.pilot.com/ai-close

## On this page

- How the AI month-end close runs
- What runs inside the AI month-end close
- Built inside a firm that runs accounting every day
- What changes for your firm
- Explore the rest of the operating system

## Proof points

| Figure | Label |
| --- | --- |
| 52 | Pilot: automated checks per close |
| 4,000 | Pilot: current clients |
| 199K | Pilot: months of books |

## Frequently asked questions

### How does Meridian handle the month-end close?

Meridian runs the month-end close as an end-to-end workflow rather than a collection of isolated automations. It gathers and imports source data, reconciles bank and card accounts, categorizes activity in context, processes payroll and other source-system data, updates supporting schedules, prepares financial statements, and checks the result. The firm’s process and each client’s policies shape the checklist. Accountants begin with completed books, a summary of decisions, and surfaced exceptions; they apply judgment and approve before anything is delivered to the client. That review-first operating model is the key difference between Meridian and tools that merely suggest categories or dispatch tasks.

### How does Meridian handle unusual transactions and exceptions?

Meridian compares activity with client history, firm policy, materiality rules, ledger state, and supporting evidence. Routine work continues through the checklist; an unusual, ambiguous, or policy-sensitive item is documented and surfaced to the appropriate reviewer. Depending on the issue, Meridian may ask a clarifying question, propose a treatment, or stop the affected step. The purpose is not to eliminate human judgment but to concentrate it on the small number of decisions that actually require it.

### How does Meridian work with QuickBooks Online?

Meridian sits on top of your clients’ existing general ledger instances. It pulls transaction data, runs the full month-end close, and writes everything back to the general ledger. Your firm’s chart of accounts, client data, and general ledger environment stay exactly where they are. No migration required.

### What happens to my data if I stop using Meridian?

Your books live in the general ledger throughout. Meridian does not replace your ledger or move data into a proprietary system. If you stop using Meridian, the underlying books are in the general ledger and nothing is lost. Full data portability from day one.

### How long does onboarding take?

Onboarding timelines vary by firm size and client count. Meridian’s team works with your firm to connect bank feeds and configure client-specific policies. Most firms begin receiving finished books within the first month. Your clients do not need to change anything on their end.

### What does my team actually review each month?

Your accountants open finished books for each client. Meridian has already completed categorization, reconciliation, exception handling, and financial statement preparation. Your team reviews the completed work, approves or flags items that need judgment, and moves to the next client. The review is faster because the work is already done.