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Month-End Close

Review an AI-completed month-end close with Pilot's Meridian platform

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What the source describes

CPA Practice Advisor reports that Pilot launched Meridian, an AI platform for accounting firms that the company claims completes the month-end close from start to finish and returns review-ready financials. According to Pilot, Meridian closes the books according to each firm's policies and each client's processes, and writes completed output directly into the general ledger. Pilot also says it built and used Meridian internally across more than 8,000 businesses and 187,000 months of books; those are the company's figures, as reported. The article says Meridian has advanced support for QuickBooks Online today and can also work with Xero and NetSuite.

Result or outcome

According to the source, Pilot says Meridian handles the production work of preparing the books, including onboarding clients, closing historical books and handling edge cases, then delivers a complete set of financial statements for the firm to review, with built-in close controls and a log of its decisions. These are the company's claims as reported in the article.

How to run it

  1. Confirm your clients' ledgers are supported; Pilot says Meridian has advanced support for QuickBooks Online and can also work with Xero and NetSuite.
  2. Set up Meridian with your firm's accounting policies and each client's processes, since it closes the books according to those rules.
  3. When Meridian returns review-ready financials, pull the balance sheet, profit and loss, reconciliation summaries and the period's journal entries from the ledger.
  4. Paste them into the prompt on this page so an AI assistant acts as a skeptical senior reviewer and ranks issues by your materiality threshold.
  5. Check Meridian's decision log and work summary for each flagged issue, correct entries in the ledger, and approve only after open questions are answered.

Try it yourself

Copyable prompt

I am reviewing a month-end close for [client name] for [month and year] that was prepared by an automated tool. Here are the balance sheet, profit and loss, the bank and credit card reconciliation summaries, and the list of journal entries posted this period. Act as a skeptical senior reviewer: tie the cash and card balances to the reconciliations, look for unusual swings versus [prior period], check that recurring entries (depreciation, prepaid amortization, payroll accruals) are present and reasonable, and list every question I should ask before approving. Rank the issues by materiality using a threshold of [amount].

[paste financials and reconciliations]
[paste journal entries]

Replace the [bracketed] placeholders. Remove client names, account numbers, and personal data before pasting into any AI tool.

What to review

Because Meridian writes completed output directly into the general ledger, review posted entries rather than assuming they are drafts. Tie cash and card balances to the reconciliations, confirm recurring entries like depreciation and accruals are present, and compare swings to the prior period. The end-to-end close and scale figures in the article are Pilot's own claims, so test the first months closely.

Related free download: Month-End Close Checklist for Small Business Bookkeepers (Printable checklist (PDF))

Source: CPA Practice Advisor (trade publication)

Not professional advice. This is general information, not accounting, tax, legal or financial advice. Check AI output yourself and consult a licensed professional for your situation. See our Terms of Use.

This entry summarizes a public source. Features, plans, and availability change, so confirm details with the vendor. Tool names are trademarks of their respective owners.

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