Grow beyond the hiring ceiling◆
Meridian runs the month-end close across portfolios of hundreds of clients, on your firm’s policies and review standards. Your team reviews more finished books at a higher margin.
01 · Improve margins
Carry more clients on the team you have◆
Every new client used to mean another hire. With Meridian running the close, every accountant can carry a $1M book, with room for the team to move into advisory and the work that grows their careers.
02 · Grow advisory
Free your team for the work clients pay for◆
Your senior people are stuck on tactical work. Meridian runs the close, so they open finished books and shift their time to advisory and client strategy. Meridian flags A/R issues, payroll misconfigurations, and revenue recognition gaps with every close, before your team has to find them.
03 · Drive speed at scale
Close books in hours, not weeks◆
Month-end stretches across weeks because every client’s close waits its turn. Meridian runs closes in parallel across your entire portfolio, completed in hours. Every decision logged for review.
Revenue per accountant calculator
20 to 25 clients a month is what an average accountant can carry by hand. See what your firm’s number becomes when Meridian runs the close.
The model
Meridian changes how the work gets done. It doesn’t change who owns the client◆
What changes
What stays
See the close run itself
30-minute walkthrough of the platform. See how Meridian runs a month-end close.
Frequently asked questions
It is the layer that runs a firm’s accounting work end to end, not just the recurring monthly tasks but the complex, multi-step work a staff accountant used to do by hand. For Meridian that means the full month-end close across your entire client portfolio: categorization, reconciliation, exception handling, workpapers, and financial statements. Your accountants review finished books, and your existing general ledger stays your system of record.
Firms carrying 50 to 1000 bookkeeping clients. That is the range where the headcount math stops working: every new client needs another hire, and experienced accountants are slow and expensive to find. Meridian runs the close across the whole portfolio, so the firm takes on more clients without growing the team.
Yes. Meridian’s Meridian AI completes categorization, reconciliation, exception handling, and financial statement preparation, then delivers review-ready books in the general ledger. Your accountants review the finished books instead of producing them. The platform has closed books in production since 2017, across more than 187,000 months of books.
Your books stay in your own general ledger the whole time. Meridian sits on top of the ledger rather than replacing it, so nothing migrates and the underlying data is intact if you stop.
Your accountants review finished books for each client. Meridian has already completed categorization, reconciliation, exception handling, and financial statement preparation. Your team reviews, approves or resolves items that need judgment, and moves to the next client. The close is done. The review is faster because the work is already complete.
Meridian’s team works with your firm to connect bank feeds or upload documents and configure firm-level or client-specific policies. Most firms begin receiving finished books within days. Your clients do not need to change anything on their end.
No. Meridian does the close. Your team shifts from producing books to reviewing finished books. The role elevates from transaction processing to oversight, advisory, and client strategy. Firms that deploy Meridian redeploy their staff toward higher-value work, not out the door.
Your books live in the general ledger throughout. Meridian sits on top of the general ledger, not instead of it. If you stop using Meridian, the underlying books are in the general ledger and nothing is lost. Full data portability from day one.
Meridian runs full automation on QuickBooks Online today. Firms with clients on other ledgers, including NetSuite, Xero, Rillet, or Sage Intacct, should still reach out. The conversation is worth having even if your firm’s stack is mixed.