CFOs & controllers
PE-backed and privately held mid-market companies that need a faster, fixed-fee audit without sacrificing quality.
Licensed audit · Mid-market first
Audits at half the fee.
A third of the calendar.
Meridian is an AI-native licensed CPA firm. Agents draft workpapers and run full-population tests; humans keep the judgment, the gates, and the signature.
The bottleneck
Traditional audits burn capacity on email, samples, and late review.
PBC lists never end
Excel attachments, inbox threads, and ambiguous requests stretch client teams for months before fieldwork even settles.
Sampling is the bottleneck
Traditional tools optimize partner review of samples. They do not create capacity when the profession is short on people.
Fees rise as service shrinks
Large firms raise ACV floors and shed mid-market work. Companies still need clean audits for lenders, boards, and PE sponsors.
How Meridian works
One agentic platform. Two faces. Hard human gates.
01
Connect evidence once
Read-only connectors pull from ERP, GL, bank, and payroll systems. The portal replaces the PBC email maze with plain-English status.
02
Agentic workpapers draft the trail
Risk assessment from the trial balance, planned procedures, full-population tests, linked evidence, and exception flags land in a reviewable workpaper chain.
03
Humans own judgment and signature
Licensed CPAs review judgment calls, clear hard gates AI cannot bypass, and sign the opinion. The evidence log stays append-only.
Client portal
Live status, plain-English requests, automatic evidence collection. Accounting teams stop living in shared drives and reply-all threads.
Auditor workbench
Draft plans, linked evidence, exception queues, and immutable review history so every conclusion is reconstructable.
Who it's for
Built for the audits majors are shedding.
Beachhead engagements
Employee-benefit-plan / ERISA audits, nonprofit single audits, and lender-required audits for roughly $10M–$100M-revenue privates.
PE sponsors
One relationship that standardizes fee and timeline certainty across a portfolio of companies.
Why Meridian
Not another audit workflow tool sold into legacy firms.
- Licensed capacity, not cosmetics. Meridian is the firm. The platform compounds workpaper craft inside a real engagement machine.
- Evidence integrity by design. Reviewer gates, engagement roles, and an append-only evidence log make the audit trail of the audit first-class.
- Human signature stays hard. AI drafts and tests; licensed CPAs own opinions and client trust. That boundary is product architecture, not marketing copy.
Next engagement
Tell us about the audit you need this season.
Founder-led conversations for CFOs, controllers, and PE operators evaluating EBP, nonprofit, or lender-required work. No form maze — just a direct note.