Meridian is an AI accounting platform that helps accounting firms run monthly close and client bookkeeping workflows through software.
– An AI accountant handles transaction categorization, reconciliations, adjustments, close tasks, and recurring bookkeeping activity
– Continuous processing and exception handling surface unusual items for professional review instead of requiring full-ledger inspection
– Firm-level workflow, client-support automation, and close visibility help practices manage more books with consistent standards
– Pilot’s operating experience and bookkeeping data inform the platform while accounting professionals retain review and client responsibility
– Fits accounting firms seeking an AI operating layer for scalable month-end close and bookkeeping delivery.
