Pilot Launched Month-End Accounting Dashboard
The tool provides accounting firms a unified view of month-end progress for their client base.
Updated on Oct. 6, 2026 in Corporate Finance
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Pilot has released its new Month-end Close Dashboard for the Meridian accounting platform. The update offers accounting firms a real-time status view of month-end processing across their entire client portfolio.
Why it matters
Managers often face bottlenecks when manually tracking status updates from individual preparers across dozens of accounts. This automated visibility allows firms to monitor the close process without administrative overhead.
Pilot currently supports 8,000 businesses and has processed 200,000 months of books. Future platform updates are expected to expand support for additional ledger types.
The players
Pilot
A San Francisco-based financial software company that provides automated accounting services and bookkeeping platforms for businesses.
Meridian
The proprietary accounting platform developed by Pilot that integrates with general ledger software to automate financial workflows.
The details
The dashboard categorizes client accounts into four distinct stages: Prepare, In progress, Review, and Done. As checklist tasks are completed within the QuickBooks Online-integrated platform, the dashboard status updates automatically. Firms can configure the system to trigger the close process only after all data dependencies are verified, while built-in flux analysis identifies insights before the review phase.
Timeline
Pilot announced the new dashboard on October 06, 2026.
Market Landscape
This dashboard extends the automation capabilities of QuickBooks Online's native month-end workflows by adding a firm-wide management layer. It follows the broader industry trend of moving accounting from manual data entry to automated project and status oversight.
Accounting firm owners should evaluate if the automated status tracking reduces time spent on manual progress updates. Ensure your current staff is trained on setting up the system triggers to fully leverage the automatic movement of tasks through the close stages.
The takeaway
Visibility into the close cycle is a critical metric for scaling accounting operations without increasing headcount. Managers should compare their current month-end cycle time against the manual assembly time required to generate client status reports.
Further reading
For more on managing firm-wide financial operations, visit Corporate Finance.
More information
To see the dashboard in action, you can request a product demonstration.
Source note: This article includes information reported by The Manila times.
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