Welcome, The Accounting Podcast listeners
Spend your best hours on advisory work. Meridian runs the close◆
Meridian is the AI operating system for accounting firms. It runs the full month-end close across your whole client list every month. Your accountants review finished books, and the hours that frees go to advisory work.
You have heard where the work is going. The close has not moved◆
You listen to Blake and David every week, so you have followed the arguments: private equity buying firms, AI doing work that used to take a senior, staffing numbers that keep getting worse. Most firms listening have already drawn the conclusion. The future of the practice is advisory, and the firm has said so to its clients.
Then the month ends. The close still takes your best people at their best hours, for every client, and advisory work is what gets pushed when a reconciliation runs long. The practice you described to clients is real. It keeps losing its hours to the one job that never shrinks.
Advisory work gets its hours back the day the close stops needing them
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 AI month-end close
Categorization, reconciliation, exception handling, and financial statement production. The full scope, completed in hours, not weeks.
Works around exceptions
Anything Meridian can’t settle is flagged for your team, and the rest of the checklist keeps moving around it.
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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