The Ledger

User stories◆

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

New ebook: Built to run on AI. The new operating model for accounting firms. Download now.
Mary Alex Crenshaw, Account Manager at Pilot, in Meridian's Behind the books series, Episode 08
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I closed over 100 books in one month with Meridian

4 Nov 2026 · 3 min
Hand-drawn bar chart with four rising bars and an upward-curving arrow on textured paper

How a fast-growing CPA firm closes 100 clients' books on time every month

2 Nov 2026 · 4 min
Behind the Books - Episode 7
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Why 90% automated wasn't enough: Pilot's co-founder on building Meridian

14 Oct 2026 · 8 min
Behind the Books - Episode 5
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A new client's books in two weeks: what using AI well actually looks like

29 Sep 2026 · 6 min
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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