# Month-end Close Dashboard: a live view across every client | Meridian

One view of the close across your client list: which clients are waiting on inputs, which Meridian is running, which are ready for review and which have shipped to the client. Because Meridian runs the close, status reads directly from the work.

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

## On this page

- What the dashboard shows
- Status that updates with the work
- Review starts with finished work
- How this fits into Meridian

## Frequently asked questions

### How does a firm see work across its entire client portfolio?

The dashboard groups clients by stage and exposes checklist progress, deadlines, owners, alerts, and items awaiting documents, connection repair, human input, or review. Leaders can identify recurring bottlenecks and rebalance attention. The underlying ledgers and client details remain separate.

### How does Meridian show what has been completed, what is in progress, and what is blocked?

Meridian uses explicit workflow states such as prepare, in progress, review, and done, with step-level status and blocker reasons. A client can be awaiting a statement, connection, response, or reviewer rather than sitting in a generic open queue. The work record shows what already completed before the blocker appeared.

### How does Meridian surface exceptions that require staff attention?

Exceptions arise from missing inputs, broken connections, failed deterministic checks, unusual activity, policy thresholds, permissions, or AI uncertainty. Meridian presents the client, affected workflow, evidence, and next action. Portfolio views help staff clear high-leverage blockers without searching each ledger manually.

### How does the team review the work Meridian has completed?

The team opens the client’s completed close or task, reads the decision and exception summary, inspects entries, reconciliations, schedules, reports, and source support, and then approves or requests changes. Review feedback can be executed by Meridian and incorporated into future process where appropriate.

### How does Meridian coordinate work among preparers, reviewers, managers, and partners?

Assignments and workflow roles determine who owns production oversight, review, client delivery, and escalation. Meridian routes finished work and exceptions to the appropriate role while preserving accountability. Firms should configure their actual responsibility model rather than copy a generic hierarchy.

### Can Meridian coexist with a firm's existing practice-management system?

Yes. A firm can keep its practice-management system for CRM, billing, time, or broad project tracking while Meridian runs accounting work. During a phased rollout, the firm should define which system owns client identity, deadlines, assignments, and status to avoid duplicate administration. Integration or reporting options should be confirmed for the selected platform.

### Which practice-management functions can Meridian replace?

Meridian covers accounting workflow execution, close status, assignments, blockers, client requests, review routing, and work history. Firms can keep specialized systems for CRM, proposals, time tracking, billing, collections, staffing forecasts, or document management where those functions remain important. During evaluation, Meridian maps which practice-management workflows it can consolidate and which systems continue alongside it.