The Ledger

User stories◆

The people running the close on Meridian, in their own words. Our Behind the Books series.

AI for Accounting Transformation Guide

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Behind the Books - Episode 5
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A good AI bookkeeping demo takes an afternoon. The last 40% took Pilot 10 years.

15 Sep 2026 · 10 min
Behind the Books episode 4
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Getting accounting done in my sleep: How I got two years of client onboarding cleanup done overnight with Meridian

1 Sep 2026 · 4 min
Jessica McKellar, Pilot co-founder, in Behind the Books Episode 03
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From accounting firm to AI accounting platform: Why we built Meridian

19 Aug 2026 · 4 min
Ashley Schagrin, nine-year Pilot veteran, in Behind the Books Episode 02
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From one-off workarounds to automation: How Meridian's AI agent transforms month-end

4 Aug 2026 · 5 min
Allie Nolan, VP of Customer Operations at Pilot, in Behind the Books Episode 01
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I went on maternity leave. When I came back, Meridian changed everything.

21 Jul 2026 · 5 min

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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