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Recipe

Invoice / expense auditor

Automatically extract line items from invoices and receipts, cross-reference against your accounting ledger, and flag discrepancies before month-end close.

1

Ingest

Drop PDF invoices, email receipts, or scanned expense reports. Meridian OCRs and normalizes every line item into a structured table.

2

Cross-reference

Match extracted amounts, dates, and vendor names against your general ledger or QuickBooks export. Tolerates minor date shifts and fuzzy vendor matching.

3

Flag

Surfaces duplicate charges, missing credits, and amount mismatches in a triage dashboard. Export findings as CSV for your auditor.

Quick setup

  1. 01Connect your accounting data source — CSV export, QuickBooks Online, or Xero.
  2. 02Configure tolerance rules: date drift (days), amount rounding, vendor aliases.
  3. 03Drop invoices into the Meridian inbox or forward them via email.
  4. 04Review the audit report. Approve matches, investigate flags, export for your CPA.
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