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Meridian
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Internal platform

Practice management and time tracking for financial services firms

Clients, services, jobs, employee time, approvals, billing preparation and Xero synchronisation — built around one relational core with auditability at every step.

Client & job control

Structured client records, directors, shareholders and addresses, with every job tracked from open to closed.

Time that adds up

Fast daily entry, weekly timesheets, manager approvals and automatic actual hours on every job.

Billing before invoicing

Approved time flows into a finance review stage, invoice batches and finally Xero — never automatically.