Work less. Or grow. Your call◆
Meridian runs the month-end close for small firms autonomously, on your policies and review standards. You resolve exceptions, apply judgment, and decide what to do with the hours you get back.
01 · Grow on your terms
Grow the firm without growing the team◆
Every new client used to mean another hire. Or another late night. With Meridian running the close, that math changes. Add clients without adding headcount. Or keep the client count where it is and take the hours back. It’s your firm to run.
02 · See it first
Spot issues before your clients do◆
Meridian flags A/R going stale, payroll misconfigurations, revenue recognition gaps, unusual vendor charges. The things a senior with time to look would spot. You show up to client meetings with the story already told and the questions already answered. Advisory stops being the thing you’d do if you had time.
03 · Get your month back
The close stops eating half your month◆
Month-end stretches for weeks because every client waits their turn. Meridian runs every client’s close in parallel, finished in hours. The days after the 15th open back up. You spend them on the client work you actually enjoy. Not another two weeks catching up.
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’s 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 book: categorization, reconciliation, exception handling, workpapers, and financial statements. Your accountants review finished books. Your existing general ledger stays your system of record.
Yes. Meridian runs autonomously for firms from around 15 clients. The math works differently at each size. For a small firm, the payoff is usually a mix of time back and room to grow without adding people. The close runs the same way regardless of how many clients you have.
Yes. Meridian completes categorization, reconciliation, exception handling, and financial statement preparation, then delivers review-ready books in your general ledger. Your team reviews 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 accountants stop producing books and start reviewing them. Meridian has already done categorization, reconciliation, exception handling, and financial statement prep. Your team reviews, approves, and resolves items that need judgment. The close is done. Their hours move to the work only a human can do: advisory, client strategy, and judgment calls.
Your books stay in your own general ledger the whole time. Meridian sits on top of the ledger, not instead of it. If you ever stop using Meridian, the underlying data is intact.
Our team works with you to connect bank feeds or upload documents, and configures firm-level and client-specific policies. Most firms begin receiving finished books within days. Your clients don’t need to change anything on their end.
No. Meridian runs the close. Your team shifts from producing books to reviewing them, and moves into the work clients actually pay for: advisory, strategy, and judgment. Firms that deploy Meridian redeploy their staff toward higher-value work, not out the door.
Your books live in your general ledger throughout. If you stop, the underlying books are already there and nothing is lost.
Meridian runs full automation on QuickBooks Online today. If your book includes clients on NetSuite, Xero, Rillet, or Sage Intacct, still reach out. The conversation is worth having even if your stack is mixed.