Meridian AI Info

What are the four main parts of Meridian?

Meridian is four connected systems. A checklist system runs recurring work from defined inputs, steps, checks, and outputs. Meridian AI handles one-off accounting projects through chat. A client-facing portal gathers files, answers, and approvals. An internal firm-management portal coordinates the portfolio, exceptions, review, and ownership. All four use the same client context, books, schedules, and work history, so the firm does not have to reassemble context for every task.

Firms can use the native Meridian client and firm-management portals, or connect Meridian to the client portal and firm-management or task-tracking tools they already use.

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Which general ledgers does Meridian work with?

Meridian currently supports QuickBooks Online and Xero. Support for NetSuite, Sage Intacct, QuickBooks Desktop, Rillet, and additional or custom ledgers is in development. Meridian separates ledger-specific connectors from its accounting workflows, which makes it straightforward to add a ledger while preserving the depth required for subledgers, dimensions, schedules, write-back, and review. Firms with mixed portfolios or a priority ledger on this list should talk to Meridian about their requirements and the development roadmap.

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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.

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