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
The AI platform for accounting firms
Connect
Connect your clients’ ledgers to Meridian, then sync financial institutions or upload monthly statements. That is the firm’s entire data lift. No migration, no new ledger, no learning curve.
Close
Meridian runs the full month-end close. Categorization, reconciliation, exception handling, and financial statement preparation. Completed in hours, not weeks. With every decision logged for review.
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Review & deliver
Your accountants open finished books. Approve, flag, or step in where judgment is needed. Nothing ships without your team’s sign-off. That is the role.
One accountant, a $1M book
Meridian does the production work, so each accountant carries a bigger book without longer hours. Revenue per accountant goes up. Fixed costs stay flat. Your team spends its time on advisory and client relationships, not transaction cleanup.
end to end.
not produce.
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.
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.
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.
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.
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.
Frequently asked questions
Meridian is the AI operating system for accounting firms, combining an autonomous month-end close with an AI accountant engineered to handle complex bookkeeping and client support tasks. It onboards clients, configures accounting systems, closes historical books, handles edge cases, and produces a complete set of financial statements, so accountants only review the closed books.
Meridian was made for accounting firms of all sizes to help them autonomously close out their books and complete complex accounting tasks.
Meridian was made by Pilot, an accounting firm that powers the financial back office for thousands of startups and small businesses. Pilot has built, perfected, and scaled this technology over the last 10 years and is now making this platform available to accounting firms so they can take on more clients and help unlock accounting access for more businesses in need.
Three out of four accounting firms are forced to turn down clients because they don’t have the capacity to serve them. Accountants are working as hard as they can, but they’re maxed because the close takes too long. For firms to overcome this, they needed to hire more, which can be difficult with the current challenges of the talent market.Meridian solves this by automating the entire close, which is the most time-consuming part of the accountants tasks. With Meridian closing the books, accountants just need to review, which frees up their time to take on higher-value tasks like advisory or frees their capacity to serve more clients.
Many similar tools that use AI to automate accounting work focus on only pieces of the close the close process, not the entire close. Meridian handles the entire close process from end-to-end. It’s superior to tools like Ramp Stack and Basis because it doesn’t require them to babysit agents performing micro-tasks.
Additionally, Meridian is easier to use compared to its competitors given that there are no complicated tools for accounting teams to learn. Since it completes the entire close, accountants only need to click a single button to run the close and review finished financials. There’s no learning curve or long onboarding process since there’s nothing complicated about the interface.
Meridian enables accounting firms to grow.
- Firms can take on more clients.
- Firms can offer value-based pricing for things like advisory or consulting.
- Accountants are able to take on more without burning out.
- Clients get an accountant with more time to dedicate to their needs, resulting in better experience.
Pilot has already seen the results: one accountant can carry a $1 million book of business. With Meridian, your firm can focus on the client relationship and the advisory work, while it handles the close
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