ProductAutonomous month-end close

Meridian runs your month-end close◆

Categorization, reconciliation, exception handling, and financial statements, delivered as finished books. Your accountants review and approve. Their role changes from production to oversight.

Book a DemoWhy Meridian?

01 · The track record

Backed by Pilot's infrastructure◆

Meridian is built on the same technology Pilot has used to serve thousands of clients across 187,000 closes – now available to your firm.

600K

transactions processed each month

187K

months of books closed

11.8M

amortization schedules generated

$46.2B

in assets handled each year

02 · Your team

What Meridian does. What your accountants do◆

Meridian does the close. Your team approves the finished product and focuses on the work that grows the firm.

Full close, every client

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.

Expert judgment

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.

03 · The routine

What every close includes◆

Meridian runs the same rigorous process for every client, every month. No shortcuts, no skipped steps.

Reconciliation

Bank and credit card activity imported from statements. Every account reconciled to statement balances, including mid-cycle tie-outs.

Categorization

All activity categorized using historically consistent vendor and account patterns. Vendor names normalized, pending items cleared, mappings corrected.

Exception handling

Exceptions are resolved and logged, not left for your team. Edge cases handled with the rigor of a senior staff accountant.

Financial statements

P&L, cash flow, and balance sheet produced for every client. Both cash and accrual-basis supported.

Checklist and close controls

Tick-and-tie, AI review, invoice clearing, fixed asset checks, and all validation gates. Books are not delivered until they pass.

Flag & communicate

Document all material findings and items requiring client input. Surface issues clearly so nothing is buried.

04 · When the work gets hard

The AI Accountant handles the asks that used to break weekends◆

Clients don't ask for help on a schedule. The AI Accountant handles the work that comes with a deadline, so your seniors stop being the bottleneck.

Case 01

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. The AI Accountant ran the transaction-level migration and booked the PDFs on top.

Forty hours of work, done in four.

Case 02

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. The AI Accountant converted it into an importable file with the deferred revenue schedule built in.

Ready for senior review the same day it landed.

Case 03

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. The AI Accountant categorized every transaction against the client's own structure, based on their historical activity.

No manual coding by your team.

Case 04

Stripe back-booked after months disconnected

A client connected Stripe for the first time in months. The AI Accountant 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 the close run itself

30-minute walkthrough of the platform. See how Meridian runs a month-end close.

Book a Demo

Frequently asked questions

Meridian sits on top of your clients’ existing general ledger instances. It pulls transaction data, runs the full month-end close, and writes everything back to the general ledger. Your firm’s chart of accounts, client data, and general ledger environment stay exactly where they are. No migration required.

Your books live in the general ledger throughout. Meridian does not replace your ledger or move data into a proprietary system. If you stop using Meridian, the underlying books are in the general ledger and nothing is lost. Full data portability from day one.

Onboarding timelines vary by firm size and client count. Meridian’s team works with your firm to connect bank feeds and configure client-specific policies. Most firms begin receiving finished books within the first month. Your clients do not need to change anything on their end.

Your accountants open finished books for each client. Meridian has already completed categorization, reconciliation, exception handling, and financial statement preparation. Your team reviews the completed work, approves or flags items that need judgment, and moves to the next client. The review is faster because the work is already done.