Accounting firm software

Software that runs your firm’s bookkeeping. So your team doesn’t have to.

Meridian is the AI Accountant that performs the full month-end close across your client portfolio. Higher-quality books. More clients. Better margins.

Built on the platform behind 7,000+ businesses since 2017
Full month-end close, end-to-end
Your team reviews the finished product
Add clients without adding headcount

Book a demo

See how Meridian fits your firm. 30 minutes, no sales pitch.

The problem

Your firm is caught in a margin trap.

Hiring doesn't scale

340,000 fewer accountants in the pipeline. Every new hire compresses your margins further. Recruiting takes months. Onboarding takes longer.

Offshore creates new problems

Communication gaps, quality inconsistency, time zone friction. You trade one set of problems for another. Client trust takes the hit.

Your current software isn't enough

Practice management tools organize work. They don't do it. You still need people clicking through every transaction, every month, for every client.

The solution

An AI Accountant that does the bookkeeping. Your team runs the firm.

Meridian performs the full month-end close: categorization, reconciliation, accruals, intercompany, and financial statement prep. Your team reviews the finished product and focuses on advisory.

Full month-end close

Not a copilot. Not an assistant. Meridian runs the complete close process end-to-end across your client portfolio.

Your team stays in control

Every close gets human review before delivery. Your team approves the work. Quality stays in your hands.

Unit economics that scale

One AI Accountant handled 23 clients in a single cycle. Add engagements without adding headcount.

Why Meridian

Built for firms. Not for freelancers.

Generic practice software

Organizes work

  • Task management and workflows
  • Still needs people to do the work
  • No actual bookkeeping automation
  • Scales linearly with headcount
AI copilots

Suggests work

  • Recommends journal entries
  • Still requires manual execution
  • Piecemeal automation
  • Your team is still the bottleneck
Meridian

Does the work

  • Full autonomous month-end close
  • Production-grade since 2017
  • Firm-first design, your clients stay yours
  • Scale engagements, not headcount
Built on Pilot's infrastructure

Production-grade since 2017.

7,000+
Businesses served
3,500+
Books closed monthly
600K+
Transactions per month
$46.2B
Assets managed yearly

Your clients stay yours

We never market to your clients. Period. Your relationships are your business.

Your data stays yours

Client data never trains models. Full SOC 2 compliance. Your information stays private.

Full portability

Everything stays in your firm's QuickBooks. Walk away any time with your data intact.

See how Meridian fits your firm.

This is a working session, not a sales pitch. We'll review your current setup and show you exactly where Meridian fits.

Book a Demo