AI-Powered Finance Operations

From Monthly Marathon to Daily Heartbeat

Meridian replaces weeks of manual accounting with a daily automated close. Deterministic AI agents validate, reconcile, recognize revenue, price digital assets, and post to GL.

10
AI Agents
~2 days
Close Cycle
100%
Audit Trail
Real-time
Error Detection
The Problem
The Financial Close Is Broken
Finance teams spend weeks each month on manual reconciliation, spreadsheet-driven processes, and reactive firefighting.
6-10+

Days to Close

APQC data shows the median close takes 6+ business days. Bottom quartile exceeds 10. Teams work nights and weekends.

80%

Manual Effort

Reconciliation across dozens of source systems. Tribal knowledge locked in peoples' heads. No standardized quality contracts.

Zero

Daily Visibility

Leadership waits weeks to know if the books are clean. Issues surface too late to fix. No daily P&L pacer.

The Solution
Dynamic Agentic Framework
Multiple specialist AI agents, orchestrated dynamically per source. The Management Agent selects and sequences only the agents each transaction needs — every step auditable, every decision traceable.
Auditable Transaction Complete
Platform
Enterprise-Grade Capabilities
Purpose-built for finance teams that demand accuracy, auditability, and automation.
C

Contract-Governed Validation

Every source has a versioned data contract. Schema fields, types, constraints, and quality rules — managed in a graph database.

  • Completeness — required fields enforced
  • Validity — allowed value domains
  • Accuracy — crossfield calculations verified
  • Consistency — format matches contract
R

Intelligent Error Resolution

When validation fails, the Resolution Agent diagnoses the issue. Auto-fixes what it can, escalates what it can't — via Slack.

  • Authority-gated auto-resolution
  • Confluent AI Resolution Agent
  • Slack human-in-the-loop notifications
  • Every action audit-logged in OLTP
$

Revenue Recognition (ASC 606)

Five-step model with deferred revenue tracking. Point-in-time and over-time recognition, including prepaid subscriptions.

  • Deferred schedule in OLTP
  • Automatic monthly revenue release
  • No scheduler — data-driven
  • Full ASC 606 compliance
D

Digital Asset Accounting

ASU 2023-08 fair value for crypto. Multi-provider consensus pricing, daily revaluation, and custody reconciliation.

  • Multi-provider price consensus
  • Daily revaluation with P&L pacer
  • FIFO cost basis lot tracking
  • Unrealized gain/loss tracking
Impact
Measurable Outcomes
6-10+ days
~2
Days to close
80% manual
95%
Automation rate
Post-close
Real-time
Error detection
Weeks delayed
Daily
P&L visibility

Ready to Transform Your Close?

See a live demo — from source file to GL posting.

Robin Walker · rwalker@caliber-services.com · 609-680-6180