Companion app

Meridian on your phone.

The client side of the practice, in your pocket — send documents securely, see exactly what’s needed, and pay in two taps. iOS & Android, same brand, same standard as the web build.

9:41
Meridian
DC

Hi, Daniel

Anchor & Oak Coffee

May bookkeepingIn progress
Reconciling your accounts — closing in a few days.
What we need
June bank statement
Chase ••1847
Needed
May receipts
12 files
Received
Balance dueDue Jun 30
$850.00
Monthly bookkeeping · invoice MB-1050
Home
Documents
Pay
Inbox
Home — status, what’s needed, balance due
9:41
Documents Upload
Tap to uploadBank & card statements, receipts — encrypted
Needed
June bank statement
Chase ••1847
Needed
June card statement
Amex ••2003
Needed
Received · May
Bank statement
240 KB
Received
Card statement
182 KB
Received
TOAST payouts
96 KB
Received
Home
Documents
Pay
Inbox
Documents — secure upload & intake
9:41
Pay
DC
Amount dueDue Jun 30
$850.00
Invoice MB-1050 · May bookkeeping
Visa ···· 4242
Paid
MB-1037 · April
Paid May 12
$850.00
MB-1031 · March
Paid Apr 10
$850.00
MB-1025 · February
Paid Mar 11
$850.00
Home
Documents
Pay
Inbox
Pay — one tap, saved card