Meridian Accountancy
Client HQ
Command centre
What needs attention today, across all clients
On track
Due soon
Overdue
Blocked / manual review
Action queue
Each row shows the next valid step. Open a client to see the full journey.
0 rows
Pipeline
Clients by stage. Click a stage to filter the action queue.
Metrics
How clients are moving through the system
Messages
Messages left by callers via Claire the AI receptionist
0 messages
Appointments
Consultations booked via Claire the AI receptionist
0 appointments
Designed by Ingenify · 2026