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Meridian Starter
Hosted connector that lets Claude, ChatGPT or Codex read and work in your QuickBooks or Xero books
About
Bookkeeping from the chat you already use
Connect one or more QuickBooks or Xero companies, pick read only or read and write for each, then ask your agent things like "why is this month's software spend up" or "draft invoices from these receipt photos". Company context and checklists live in the workspace, so every session starts with the same rules. Users say it fills gaps in the official Intuit connector, such as writing transactions and working across companies. Pilot says over 25k ledgers are connected. It is a hosted connector, so your books data passes through Pilot. Meridian for accounting firms is a separate product.
Features
- QuickBooks Online and Xero in one workspace
- Read only or read and write per company
- Reconcile, categorize, create invoices and journals from your agent
- Company context: policies and instructions the agent follows
- Checklists for repeatable jobs like month end
- Works with Claude, ChatGPT and Codex
Install
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