Welcome, Digital Accountancy Show attendees
Judge every booth by what leaves your team's desk◆
Meridian is the AI operating system for accounting firms. It runs the full month-end close for every client, every month, so the work leaves your team and your accountants review finished books.
A faster way to do the close is still your team doing the close◆
You will walk the floor today and see more software than any firm could run. Most of it is good. Nearly all of it makes one piece of the work faster for the person who does it, and that person is still on your payroll with the same number of hours in the week.
That is why a firm can buy a full stack and still turn away clients. Faster categorization, cleaner bank feeds, a better review screen: each one shaves minutes off a job that still lands on the same desk every month. The hours add up to the same people, and the people are the ceiling.
The useful question at every booth is the plain one. After this, what does my team no longer do?
Meridian is the booth where the answer is the close
Meridian closes the month
Categorization, reconciliation, exception handling, and financial statements, delivered as finished books. Your accountants review and approve. Their role changes from production to oversight.
over 8,000 businesses served since 2017199K months of books closed to date
How it works
Prepare
Connect Meridian to each client's bank feeds, or hand over statements and reports. That is the firm's data lift.
The close runs
The AI Accountant closes the books, following your firm's policies and each client's checklist. No babysitting, and no new tools for your team to learn.
Review finished books
Your accountant opens finished books, reconciled and flagged for exceptions. Approve, flag, or step in where judgment is warranted.
The division of labor
Meridian does the close. Your team approves the finished product and focuses on the work that grows the firm.
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.
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.
Delegate tasks that used to break weekends to Meridian AI
Clients don't ask for help on a schedule. Meridian AI handles the work that comes with a deadline, so your seniors stop being the bottleneck.
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.
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.
See a month-end close, start to finish
Not a sales pitch. We review your stack and workflows, and show you where Meridian fits your operation.
Field guide
AI for accounting: a transformation guide◆
A practical framework for firm leaders evaluating AI. What to look for, what to avoid, and how to make the transition without disrupting your clients.
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