# Month-End Close Automation for Accounting Firms | Meridian

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.

Canonical URL: https://meridian.pilot.com/close-automation

## On this page

- What close automation covers in every cycle
- What Meridian does. What your accountants do
- Meridian AI handles the asks that used to break weekends

## Frequently asked questions

### How does Meridian work with QuickBooks Online?

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.

### What happens to my data if I stop using Meridian?

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.

### How long does onboarding take?

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.

### What does my team actually review each month?

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.