Multi-entity accounting operations
Meridian helps multi-entity operators standardize charts, map QuickBooks activity, reconcile bank records, and close with review evidence before anything is posted.
| Entity | Mapped | Reconciled | Status |
|---|---|---|---|
| Harbor Light Holdings | 100% | 41 / 41 matched | Ready to close |
| Bluebird Property Co | 98% | 3 open items | Exceptions |
| Catalyst Services LLC | 94% | Awaiting review | In review |
| Northgate Equipment | 100% | Locked Mar 4 | Closed |
Harbor Light accounts are mapped and reconciled. Ready to lock general ledger postings.
The problem
Each QuickBooks file grows its own chart of accounts. The same expense lands in three different places, and consolidation starts with archaeology.
Reconciliations, adjustments, and tie-outs sit in workbooks only one person understands. When that person is out, the close stops.
A balance changes and nobody can show who changed it, when, or why. Lenders, partners, and auditors notice.
How it works
Connect seamlessly to QuickBooks Online. Safely pull trial balance totals, chart codes, and transaction registries into our localized operational cache.
Line up local, unstandardized accounts with the US-GAAP master ledger schema. Detect naming conflicts instantly and forward adjustments to a mapping queue.
Preview every journal balance and mapping shift in real-time. Calculate consolidation effects, tax impacts, and net income delta before making posts.
Bring bank feeds, credit lines, and clearing data together. Match entries automatically by amount and date, surfacing outliers as Exceptions.
Assemble close evidence packages, tie out cash balances, and trigger maker-checker approvals. Freeze ledgers permanently for auditing and filing safety.
The Meridian kit
A structured chart for US operating entities. Your team reviews and adapts it; the numbering discipline holds across every entity.
Every entity, period, and close status on one screen — no more tab-hopping between company files.
Map QBO accounts to the master chart. Changes queue for approval instead of slipping silently into the books.
Import bank records and match them against the ledger. Open items become exceptions with an owner and a status.
Trial balance and statements by entity, with consolidated views on multi-entity plans.
Every commit records who, when, and why — exportable as evidence when someone asks.
Controls
Every import and mapping change shows its effect before it touches the books.
Closing and locking a period takes a second set of eyes, by design.
Each change records the operator, the timestamp, and the stated reason.
Export the review trail when a reviewer, lender, or auditor asks for support.
Fit
Questions controllers ask
Start guided setup. We confirm scope and pricing with you before anything is charged.