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Meridian Bookkeeping Firm Portal
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Super Admin · Sofia
Monday · July 20, 2026

Good afternoon, Sofia 👋

Here's how the firm is doing today. 3 engagements active, 2 periods closing this week, and 4 overdue tasks to clear.

Finish setting up your firm
You skipped some steps during onboarding. Add team members and configure workflows to unlock the full Zie Pie Books experience.
+ Add team Set up workflows
Active engagements
3
Currently in progress
Closing this week
2
Periods ending Mon–Sun
Overdue tasks
4
Across 1 engagement
Businesses
4
On your roster
Add customer New person + portal invite Add business For an existing customer Activate engagement Start work + license
Period close health · July 2026
Open tracker →
9 periods distributed across close stages
3
1
2
1
1
1
Bookkeeper work (3)
Reconciliation (1)
Supervisor review (2)
Client review (1)
Ready to lock (1)
Locked (1)
⚠️ Overdue tasks
All issues →
4 overdue tasks
Past due Across 1 engagement
Open →
📨 Customer portals
View all →
1 active
Customers who have accepted their invite
1 pending
Invite sent, not accepted
2 revoked
Invite was revoked
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📋 Recent activity
View all →
Amelia Chen accepted her portal invite for Northwind Traders
Jul 20, 2026 · 11:42 AM
Grace Liu posted the June ledger for Northwind Q3 Bookkeeping
Jul 20, 2026 · 9:15 AM
Blue Harbor Monthly Close flagged blocked — 4 tasks past due
Jul 19, 2026 · 4:53 PM
Ben Whitfield paused Vector Dynamics FY25 Cleanup
Jul 18, 2026 · 2:08 PM
Invite to Marcus Reyes (Blue Harbor Cafe) was sent
Jul 17, 2026 · 10:31 AM
STATE: getting-ready splash
We're getting things ready for you…
Setting up a sample company with example transactions so you can explore. This only takes a moment.
STATE: getting-started panel
Super Admin · Sofia
Monday · July 20, 2026

Good afternoon, Sofia 👋

Here's how the firm is doing today. 3 engagements active, 2 periods closing this week, and 4 overdue tasks to clear.

Getting started
3 of 10 steps done — walk through your first close
3/10
  1. Add your first customer
    Create the client contact who owns the books you'll keep.
  2. Add a business
    Set up the company you'll do the bookkeeping for.
  3. Create an engagement
    Activate the work: accounts, team, workflow and the periods to close.
  4. See the work waiting
    Open the period's task list — everything the close needs, in order.
    Start →
  5. Upload a statement
    Bring in a bank or card statement (CSV or PDF) to work from.
    Open →
  6. Review staged transactions
    Categorize the imported transactions before they hit the ledger.
    Open → See it on the demo
  7. Post to the ledger
    Post the reviewed transactions — this creates the journal entries.
    Open → See it on the demo
  8. Send for customer review
    Hand the categorized period to your client to confirm.
    Open → See it on the demo
  9. Customer completes the review
    Your client approves in their portal — see how that looks on the demo.
    See it on the demo
  10. Close the period
    Lock the period once everything's approved and reconciled.
    Open → See it on the demo
Not now? You can reopen this any time from the sidebar.
STATE: supervisor variant
Supervisor · Ben
Monday · July 20, 2026

Good afternoon, Ben 👋

The Supervisor dashboard is on its way. Check back soon.