Meridian (Pilot)
What is Meridian (Pilot)?
Meridian is Pilot's AI operating system for accounting firms. It runs the month-end close across a firm's client portfolio, covering categorization, reconciliation, exception handling and financial statements, and hands back review-ready books for the firm's accountants to approve.
Who it's for
US accounting firms that run bookkeeping and client accounting services (CAS) for many clients and want to automate the month-end close, especially on QuickBooks Online.
Key features
- Close Agent runs each client's close checklist: categorization, reconciliation against bank and card statements, and exception handling
- Review-ready books with flux analysis, flagged exceptions and supporting workpapers
- Every decision logged for review, with built-in close controls and an audit trail
- Month-End Close Dashboard with each client's close stage, blockers and owners
- Closes start manually or automatically once a client's data inputs arrive
- Meridian AI for one-off work such as migrations and cleanup
- Client portal that sends requests under the firm's name
Integrations
Pilot says Meridian is fully integrated with QuickBooks Online today, with support for additional ledgers coming soon (October 2026 release). Its June 2026 launch release said it can also work with Xero and NetSuite.
Recent updates
- : Pilot added a Month-End Close Dashboard to Meridian: one live view of every client's close, grouped into Prepare, In progress, Review and Done, with blockers, owners and deadlines. Closes can start automatically once a client's data inputs arrive. [6]
- : Pilot launched Meridian to accounting firms, generally available with no waitlist. Pilot says the system has run in production inside Pilot since 2017 across more than 8,000 businesses. [5]
Pricing
Priced per client by complexity; Pilot says most firms land between $75 and $250 per client, with the exact figure quoted after review (from the vendor's public pages, October 2026; confirm with the vendor)
- Category
- AI Bookkeeping & Categorization
- Website
- meridian.pilot.com
Frequently asked questions
What is Meridian (Pilot)?
Meridian is Pilot's AI operating system for accounting firms. It runs the month-end close across a firm's client portfolio, covering categorization, reconciliation, exception handling and financial statements, and hands back review-ready books for the firm's accountants to approve.
Who is Meridian (Pilot) for?
Meridian (Pilot) is for US accounting firms that run bookkeeping and client accounting services (CAS) for many clients and want to automate the month-end close, especially on QuickBooks Online.
What does Meridian (Pilot) integrate with?
Meridian (Pilot) lists integrations with QuickBooks Online, according to its website.
How much does Meridian (Pilot) cost?
Meridian (Pilot) pricing, per its public pages: Priced per client by complexity; Pilot says most firms land between $75 and $250 per client, with the exact figure quoted after review. Confirm current pricing with the vendor.
Sources
- https://meridian.pilot.com
- https://meridian.pilot.com/
- https://meridian.pilot.com/revenue-per-accountant
- https://meridian.pilot.com/buying-guide/numeric-alternatives
- https://www.globenewswire.com/news-release/2026/06/16/3312500/0/en/pilot-launches-meridian-the-ai-platform-that-fully-closes-the-books-for-accounting-firms.html
- https://www.globenewswire.com/news-release/2026/10/06/3375797/0/en/meridian-gives-accounting-firms-a-live-view-of-every-client-close-with-the-month-end-dashboard.html
Last checked: 2026-10-19