Pilot, Not Autopilot

Alicia sits down with Jessica McKellar, CEO and founder of Pilot, to unpack Meridian, the AI accounting platform built over a decade and stress-tested across thousands of month-end closes before its public launch this year. Jessica walks through how it handles reconciliations, supporting schedules, and firm-specific policies natively, executes both recurring close checklists and ad hoc requests like revenue restatements, and why she thinks the shift will let accountants spend less time on mechanical work and more on judgment and advisory, changing how firms and individual accountants get paid in the process.

Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Link My Books - http://uqb.promo/linkmybooks
Pilot - http://uqb.promo/pilot

• (00:00) - Welcome and Guest Intro
• (00:43) - Pilot Mission and Origins
• (03:49) - Meridian Explained
• (05:30) - Who Meridian Is For
• (08:35) - Purpose Built Close Engine
• (09:57) - Reconciliations and Controls
• (16:01) - Iron Man Suit for Accountants
• (19:00) - Setup and Daily Workflow
• (22:49) - Data Feeds and Integrations
• (25:02) - Stripe Rev Rec and Ecommerce
• (27:33) - Autonomous Close and Review
• (34:40) - Modules and Ad Hoc Tasks
• (40:21) - Economics and Industry Impact
• (42:35) - How to Learn More
• (44:16) - Whats Going On in Your World
• (47:43) - Wrap Up and Farewell

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