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Plans & activation

Start as a guided pilot.

Every Meridian workspace begins with guided activation: we provision the workspace, walk your team through chart and mapping setup, and confirm scope and pricing with you before any charge is made.

  1. 1

    Request a workspace

    Tell us about the holding and pick a starting scope.

  2. 2

    Confirm activation

    We provision your workspace and confirm scope and pricing with you. No charge happens before that confirmation.

  3. 3

    Guided onboarding

    Connect QuickBooks, map your first entities to the US-GAAP chart, and run a reviewed close.

Starter

For holdings bringing their first entities under one chart.

$299/month
  • Up to 3 operating entities
  • US-GAAP chart of accounts kit
  • QuickBooks Online account mapping with approval queue
  • Bank statement reconciliation with tracked exceptions
  • Preview before commit on every posting
  • Full export of your data (Excel / JSON)
  • Email support
Start guided setup
Most common starting point

Professional

For active holdings running a monthly close across many entities.

$699/month
  • Up to 15 operating entities
  • Everything in Starter
  • Close checklist with maker–checker approvals
  • Period close and lock with a named reviewer
  • Consolidated reporting pack across entities
  • Tax forecast worksheets
  • Priority support
Start guided setup

Enterprise

For larger holdings and firms with tailored onboarding needs.

Custom
  • Higher entity counts and portfolio structures
  • Tailored chart and mapping onboarding
  • Dedicated activation support
Talk to us

Meridian activates in guided pilot mode. We confirm scope and pricing with you during activation — no charge is made before that confirmation.

MERIDIAN

A controlled US-GAAP workspace for multi-entity operators on QuickBooks Online. Standardize charts, reconcile bank records, and close with review evidence.

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