The full close, run end to end◆
Meridian runs the full month-end close autonomously: categorization, reconciliation, exception handling, workpapers, and financial statements. Your accountants open finished books, apply judgment, and approve.
01 · The track record
Close automation, proven in production since 2017◆
Meridian is built on the same technology Pilot has used to serve thousands of clients since 2017, across 187,000+ months of books closed. Now available to your firm.
600K
transactions processed each month
187K+
months of books closed
11.8M
amortization schedules generated
$46.2B
in assets handled each year
02 · Your team
What Meridian does. What your accountants do◆
Meridian does the close. Your team approves the finished product and focuses on the work that grows the firm.
Full close, every client
What Meridian does
Full month-end close
Categorization, reconciliation, exception handling, and financial statement production. The full scope, completed in hours, not weeks.
Exception resolution
Exceptions are resolved and logged for review, not flagged for your team to chase. Meridian handles edge cases the way a senior accountant would.
Financial statements
P&L, cash flow, and balance sheet produced and delivered. Completed books ready for your team to review and sign off.
Expert judgment
What your accountants do
Review and sign-off
Your accountants review completed books, not work-in-progress. Nothing is delivered to clients without their sign-off.
Advisory and client strategy
With the close handled, your team shifts to the higher-value work they were trained for. The work your clients pay for.
Client relationship
Your accountants own the client relationship. Meridian frees them to spend time where it matters most.
03 · The routine
What close automation covers in every cycle◆
Meridian runs the same rigorous process for every client, every month. No shortcuts, no skipped steps.
Reconciliation
Bank and credit card activity imported from statements. Every account reconciled to statement balances, including mid-cycle tie-outs.
Categorization
All activity categorized using historically consistent vendor and account patterns. Vendor names normalized, pending items cleared, mappings corrected.
Exception handling
Exceptions are resolved and logged, not left for your team. Edge cases handled with the rigor of a senior staff accountant.
Financial statements, workpapers, and schedules
Every close delivers the P&L, cash flow, and balance sheet. Meridian assembles the workpapers and carries the supporting schedules forward across periods.
Checklist and close controls
Tick-and-tie, AI review, invoice clearing, fixed asset checks, and all validation gates. Books are not delivered until they pass.
Flag & communicate
Document all material findings and items requiring client input. Surface issues clearly so nothing is buried.
AI for Accounting Firms
Meridian AI handles the asks that used to break weekends◆
Clients don't ask for help on a schedule. Hand over the migration, the catch-up, the receipt triage or the deferred revenue schedule, and get review-ready books back.
See the close run itself
30-minute walkthrough of the platform. See how Meridian runs a month-end close.
Frequently asked questions
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.
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.
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.
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.