Meet Meridian AI◆
An accounting super agent for the migrations, catch-up cleanup, and one-off asks that land outside the close.
AI that already knows your books.
Meridian AI already knows the client’s books, close checklist, reconciliations, and historical patterns. It uses that context the way a staff accountant would.
Reclaim your team’s capacity.
Every hour on catch-up cleanup is an hour off client work. Meridian AI takes the mess so your team stays with the client.
Keep your team in the driver’s seat.
Meridian AI does the work. Your accountant reviews it before it reaches the client. When something’s ambiguous, Meridian AI asks instead of guessing.
Real work teams have delegated to Meridian AI◆
Eighteen months of Xero migration, plus the personal-account expenses
A new client moved from Xero with eighteen months of activity to migrate. The owner had funded the business from personal accounts: 255 expense PDFs across six folders, some duplicates, some in foreign currency. Meridian AI ran the transaction-level migration and booked the PDFs on top.
Forty hours of work, done in four.
A thirty-tab spreadsheet, turned into a deferred revenue schedule
The client sent thirty separate invoices in one Excel file, each with deferral schedules per invoice. Meridian AI converted it into an importable file with the deferred revenue schedule built in.
Ready for senior review the same day it landed.
462 historical transactions, categorized against a custom chart of accounts
A new client came on with a custom chart of accounts and 462 transactions of history to align with it. Meridian AI categorized every transaction against the client’s own structure, based on their historical activity.
No manual coding by your team.
Stripe back-booked after months disconnected
A client connected Stripe for the first time in months. Meridian AI ran the full back-book of Stripe revenue across the missing period, then ran a thorough review on the books.
Finished in an hour, ready for review.
Delegate the messy, one-off accounting work
Bring an example of the one-off work that eats your week and we’ll show you how Meridian AI would handle it.
Frequently asked questions
General AI tools sit outside your books. They can’t make changes to the GL, they don’t have your firm’s context, and they need to be babysat through every step. Meridian AI has full access to the client’s books, the firm’s configurations, and nearly a decade of accounting context. It does the work the way a staff accountant would.
The complex, one-off work that pulls a senior accountant off strategic work for days. Reallocating transactions across departments. Catching up 30+ months of books on a new client. Triaging hundreds of receipts. Restating prior periods. Building supporting schedules.
No. Your accountants review every piece of work Meridian AI does before it reaches the client. The human is always the driver. Meridian AI frees the firm’s capacity so your team can focus on the work that grows the firm.
It won’t guess. If something’s outside its scope or the data is ambiguous, it flags the gap and asks your team, the way a staff accountant would.
Yes. If you’re already on Meridian, your team can use it inside the platform today. If you’re not on Meridian yet, book a demo and we’ll show you how it works.