General ledger
Full double-entry journal with immutable history, period locks, and adjusting entries that never overwrite the past.
Product
Everything your ledger needs—nothing that clutters it.
Meridian combines core accounting with the workflows that surround it: payments, expenses, inventory, and reporting. One source of truth for finance.
Core accounting
The foundation
Double-entry by default. Accrual or cash basis. A chart of accounts you can trust.
Chart of accounts
Industry templates for SaaS, retail, agencies, and nonprofits—or import your existing structure in minutes.
Bank reconciliation
Match transactions with smart suggestions. Flag exceptions. Close the books knowing every dollar is accounted for.
Accounts receivable
Customer balances, aging reports, credit notes, and payment application without spreadsheet gymnastics.
Accounts payable
Bills, vendor credits, scheduled payments, and approval chains that match how your team actually works.
Fixed assets
Track depreciation schedules, disposals, and asset registers that stay tied to the general ledger.
Revenue
Invoicing & payments
Send invoices that look like your brand and behave like your finance policy. Recurring billing, partial payments, and multi-currency invoices included.
- Custom templates and payment terms
- Automatic reminders and late fees
- Stripe, PayPal, and ACH collection
- Revenue recognition schedules
- Estimates that convert to invoices
- Client portal for open balances
Spend
Expenses & receipts
Capture spend from cards, bank feeds, and mobile photos. Rules route categories; exceptions land in a review queue—not in your inbox at midnight.
- OCR receipt capture
- Mileage and per-diem tracking
- Project and department tags
- Policy flags before reimbursement
Insight
Reporting that earns its keep
Standard statements plus the custom views your board, lenders, and operators actually ask for.
01
Financial statements
Profit & loss, balance sheet, cash flow statement, and statement of changes in equity—with comparative periods and footnotes.
02
Management packs
Bundle KPI tiles, narrative notes, and charts into a shareable board pack. Schedule monthly delivery to stakeholders.
03
Budgets & forecasts
Build annual budgets, roll forecasts forward, and compare scenarios without leaving Meridian.
04
Tax-ready exports
1099 packages, VAT/GST summaries, and accountant-friendly trial balances ready for your CPA.
Team
Collaboration without chaos
Roles & permissions
Owner, admin, accountant, bookkeeper, auditor, and custom roles. Limit who can approve payments or unlock periods.
Approvals
Route bills and expenses through one- or multi-step approvals with Slack and email notifications.
Comments & tasks
Attach questions to transactions. Assign close tasks. Keep context where the numbers live.
Audit trail
Every change is logged: who, what, when. Export for auditors without a scavenger hunt.
Multi-entity
Manage subsidiaries under one login with intercompany eliminations and consolidated reporting.
Multi-currency
Transact in local currencies, revalue at period end, and report in your functional currency.
Also included
Beyond the basics
Payroll
Sync journals from Gusto, ADP, Rippling
Inventory
SKU tracking, COGS, and valuations
Projects
Job costing and retainer burn-down
API
REST API & webhooks on Growth+
Ready to see it with your data?
Walk through a personalized demo or start a free trial in under ten minutes.