MERIDIANGuided setup

Step 1 of 3 — workspace request

Request your pilot workspace.

Tell us about the holding. We provision a workspace and walk your team through activation — no charge is made before you confirm scope and pricing with us.

You can adjust the scope with us during activation.

.meridian.kodoo.online

We use this address for activation and sign-in credentials.

Already have a workspace? Sign in

How guided setup works

  1. 1

    Request your workspace

    Tell us about the holding. This creates a workspace request — nothing is charged.

  2. 2

    Confirm activation

    We provision the workspace and confirm scope and pricing with you.

  3. 3

    Guided onboarding

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

You’ll set your sign-in credentials during activation — we never ask for a password up front.

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