Client dashboard
See open tasks, overdue reconciliations, and close status across your entire book of business.
Solutions
Accounting shaped around how you operate.
Industry templates, workflows, and reports tuned for the way your business earns, spends, and reports.
Startups & SMBs
Investor-ready books from day one
Raise capital with clean financials. Meridian gives founders a live cash view and finance leads a close process that scales past the first funding round.
- Runway and burn dashboards
- Cap table–friendly reporting exports
- QuickBooks / Xero migration
- Founder + accountant shared access
Agencies & studios
Know which clients are profitable
Track time, expenses, and retainers by project. See margin before you staff the next sprint—not after the invoice goes out.
- Retainer burn-down
- Billable vs. non-billable tagging
- Client profitability reports
- Recurring invoice schedules
Ecommerce
Sales channels that reconcile
Shopify, Amazon, and Stripe deposits rarely match line-for-line. Meridian maps fees, refunds, and COGS so your P&L reflects reality—not hope.
- Channel fee categorization
- Inventory and COGS sync
- Multi-currency storefronts
- SKU-level profitability
| Channel | Gross | Fees | Net |
|---|---|---|---|
| Shopify | $412,800 | $18,240 | $394,560 |
| Amazon | $287,100 | $41,920 | $245,180 |
| Wholesale | $96,400 | $1,200 | $95,200 |
Example channel summary · Growth plan report
For firms
Built for accountants & bookkeepers
Serve more clients with less context-switching. Meridian Practice keeps every book clean, permissioned, and ready for tax season.
Secure access
Granular permissions per client. Temporary auditor access that expires automatically.
Document vault
W-9s, statements, and engagement letters stored beside the ledger—not in email threads.
Tax exports
Trial balance, general ledger detail, and 1099 packages formatted for common tax software.
Client portal
Let clients upload receipts and approve bills without granting full book access.
Partner benefits
Certification, co-marketing, and priority support for Meridian Partner firms.
Nonprofits
Fund accounting without a second system
Track restricted and unrestricted funds, grant budgets, and program expenses. Produce board and donor reports from the same ledger your bookkeeper uses daily.
- Fund and program dimensions
- Grant budget vs. actual
- Donor-ready statements
- 25% nonprofit pricing
“Our agency finally sees margin by client without a separate project tool. Meridian paid for itself in the first quarter.”
Tell us how you work—we’ll map the fit.
Industry specialists walk through workflows with your real chart of accounts.