Solutions

Built for the way your firm actually works◆

Whether you need to scale your client roster, free your team for advisory, or close books faster, Meridian changes the equation.

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01 · Scale

Scale your client roster without scaling payroll◆

Every new client used to mean another hire. Meridian breaks that constraint. Meridian runs the close across your portfolio, so each accountant carries more clients at higher margins. One accountant, supported by Meridian, carries a client portfolio that generates $1M in annual revenue.

Add clients without proportional headcount
Revenue per accountant goes up. Fixed costs stay flat.
Built on the platform Pilot has run since 2017
Meridian leaderboard ranking revenue serviced per accountant, with each accountant's client count and month-over-month change
Meridian advisory panel surfacing items worth attention: an out-of-balance account, a client exceeding its plan tier, a month-over-month revenue drop, and a new vendor payment

02 · Advisory

Free your team for the work clients pay for◆

Accounting firms spend 62% of capacity on compliance work. Meridian handles the close, so your team focuses on advisory, client strategy, and the conversations that grow the firm. The AI Accountant surfaces A/R issues, payroll misconfigurations, and revenue recognition gaps before your team has to find them.

Your team reviews completed books, not work-in-progress
Advisory-ready findings surfaced with every close
Staff shifts from production to oversight and client strategy

03 · Speed

Close books in hours, not weeks◆

Meridian runs the full month-end close: categorization, reconciliation, exception handling, and financial statement preparation. Completed in hours, not weeks. Every decision logged for review. Your accountants open finished books, approve or flag what needs judgment, and move to the next client.

Full close completed in hours, not weeks
Nothing ships without your team’s sign-off
QBO, Xero, or NetSuite stays your system of record. No migration.
Month-end close timeline showing five steps from import and sync to review-ready, completed in four hours instead of three weeks

04 · The model

What changes. What stays◆

Meridian changes how the work gets done. It doesn't change who owns the client.

What changes

Meridian runs the full month-end close
Your team reviews completed books, not work-in-progress
Capacity scales without adding headcount
Exceptions are resolved and logged, not flagged for you to fix
Completed financial statements included with every close

What stays

Your QuickBooks, Xero, or NetSuite environment. No migration, no new GL.
Your client relationships. The firm stays the face.
Your team. Associates shift to review, advisory, and sign-off.
Your data. Full portability. No lock-in.
Your process. Meridian adapts to your chart of accounts, not the other way around.

See the close run itself

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

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Frequently asked questions

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 flags 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 and configure client-specific policies. Onboarding timelines vary by firm size and client count. Most firms begin receiving finished books within the first month. Your clients do not need to change anything on their end.

Yes. Most firms begin with a subset of their client portfolio, typically three to ten clients, and expand after seeing the first month’s completed books. The working session covers how to scope the initial group.

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 bookkeepers 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 on QuickBooks Online in production 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.