AI adoption among accountants has become mainstream. Nearly everyone in the profession is using it in some way, with 98% using it to support their clients. Most often, this is with Claude or ChatGPT.
And while they’re able to get some serious work done, the inability to connect these tools to the ledger often gets in the way. Everything still lives in either QuickBooks or Xero, and you as the accountant have to port all the data and context between them.
Meridian Starter bridges that gap and unlocks these ledgers so that your AI can access what’s in them.
What is Meridian Starter?
Meridian Starter is a workspace for doing accounting work with the AI you already use. Once you connect a QuickBooks Online or Xero company, Claude or ChatGPT can read and write in the ledger itself.
The agent has full read and write access to the ledger. It can pull reports, read the transactions behind them, create and edit entries, and carry out bulk work across transactions and journal entries, all directly in the books rather than through exports you prepare for it.
Accounting work rarely belongs to one person and one company file. Meridian Starter is built for the way a team runs:
- Every ledger in one workspace: View each client's QuickBooks or Xero connections all in one place
- Checklists built from templates: Build your standard process once as a template, then copy it into a checklist for each client
- Shared customer context: Notes on each client and the work performed live in the workspace, where the whole team and the agent can use them
- Your whole team, connected: Invite teammates and set roles so that everyone is working from the same books. (This is a paid feature.)
Meridian Starter is free for one user and one ledger connection. Each additional user or connection is $50 per month, and everything above is included. The AI runs on the Claude or ChatGPT subscription you already pay for.
When you need a full AI operating system for your firm
While Meridian Starter is a tool that can help you perform accounting work more efficiently via Claude or ChatGPT, the Meridian platform is the AI operating system for accounting firms that automates the recurring and ad hoc work for the month-end, tax prep, and FP&A.
With Meridian Starter, you direct the work. You decide what the agent does, you provide the prompt, and check the results, one task at a time. Meridian does the work on its own. It can complete recurring processes like categorization, reconciliation, and tick-and-tie, with deterministic accounting checks along the way. It produces completed financial documents, client books, and tax preparation. You approve everything it does for accuracy before it ships, and nothing reaches a client without the firm’s approval.
| Capability | Starter Free | Starter Paid | Meridian |
|---|---|---|---|
| Product model | Personal ledger connector | Ledger connector plus lightweight team workflow | Integrated accounting operating system |
| Users and connections | 1 user, 1 ledger connection | Multiple users and connections, $50/month per additional user and per additional connection | Firm and multi-client workflows; contract pricing |
| Where the agent runs | Your own Claude or ChatGPT session | Your own Claude or ChatGPT session | Built-in Meridian AI on Meridian-managed infrastructure |
| Who pays for AI tokens | You, via your own subscription | You, via your own subscription | Meridian |
| Scheduling | Repeatable checklist workflows, run by you | Repeatable checklist workflows, run by you | Checklists run automatically |
| Checklists | Per-client checklists, templates, deadlines, agent completion updates | Per-client checklists, templates, deadlines, agent completion updates | Structured monthly-close checklist with accounting-specific checks |
| Customer context | Single user | Shared contacts and notes across the team | Context and notes retained month to month for recurring processes |
| Accounting checks and review | Not included | Task completion record | Deterministic checks, pre-built month-end review sessions, human review before books ship |
| Reconciliation and close workflows | Agent-directed ledger actions | Agent-directed ledger actions | Integrated categorization, reconciliation, tick-and-tie, review, and reporting workflows |
| Onboarding | Self-service | Self-service | Dedicated implementation support from the Meridian team |
| Security evaluation | Self-service | Self-service | Consultation and review with Meridian’s security team |
Try it free
You can use Meridian Starter for free. Sign up at starter.meridian.pilot.com.
