M Meridian Books
Private pilot — by invitation

From shoebox to spreadsheet

Meridian Books reads a year of Canadian receipts and books them against CRA rules — HST by province, input tax credits, meals at 50%. Then it does the thing no other tool will: it shows you exactly what it couldn't read.

Built in Canada · Your clients' documents stay on Canadian soil

Meridian Books — Review
The Meridian Books review screen: the final check has passed, and one receipt is flagged because the scan could not read its date — every other field is already filled in from the paper.

Exports to the format your practice already runs on

The job nobody wants

Someone still has to read every receipt

A client hands over a bag of paper. Somebody types each line into a spreadsheet, decides the category, works out the HST, and hopes nothing was missed. It takes hours. And the mistakes are the expensive kind: an input tax credit denied for a missing registration number, a reassessment, a figure nobody can trace back to the paper it came from.


What makes it different

Every tool sells you the 99%. We hand you the 1%.

The whole category promises “automatic,” which means it has to hide the leftovers. But the risk was never the receipt it reads correctly — it's the one it gets wrong confidently.

Meridian Books books what it can defend and brings you what it can't, with the paper's own values already filled in and the one unreadable field marked in red. That's the difference between a tool that finishes and a tool that pretends to.

It never invents a number

Every booked row has to reconcile to the receipt's own printed figures. No tax line on the paper means no tax claimed. When a scan is unreadable it says so — “I couldn't read this” is an answer it's allowed to give.

Traceable

Every figure points back to the document it came from.

Your ruling sticks

Decide once. A re-run never asks you again or quietly overwrites you.

Review is minutes, not another pass

It doesn't ask about every receipt — only the ones it genuinely couldn't read, with the scan beside them.

Canadian rules, not generic extraction

Most tools read the fields. This one knows the tax.

Reading “$122.74” off a receipt is the easy part. Knowing it's a restaurant meal for a curtain-installation business — deductible at 50%, HST at Ontario's rate, and not a wholesale purchase — is the job.

Built into the engine, not bolted on

HST by provinceand by date — the rate that applied when the receipt was written
Input tax creditsflagged when the supplier's registration number is missing above CRA's $30 threshold
Meals & entertainmentat 50%
Zero-rated groceriesnever given a tax the paper doesn't show
Personal purchasesrouted to an owner draw, not quietly expensed

Quebec too

GST and QST split correctly when the receipt prints them combined.

How it works

Upload the pile. Review what's left.

Upload the pile

PDFs, scans, phone photos — a year at a time. No sorting first, no renaming, no separating by month.

It reads and books

Each receipt against Canadian rules: the province's HST, the category, the input tax credit, business or personal. A multi-receipt page is split into its parts.

You review the exceptions

Only the rows it genuinely couldn't read — the scan beside them, the values it did read already filled, the missing one in red.

Export in your format

A client report, Excel, QuickBooks, Sage 50, Xero, FreshBooks, or Wave — with out-of-period rows kept visible in their own section, never dropped.

On accuracy We don't publish an accuracy percentage.

Every tool in this category claims somewhere between 95% and 99.9%. None of them publish the method, the sample, or what the failures looked like — so the number tells you nothing, and a bookkeeper can't audit it.

We'd rather show the work. Each booked row must reconcile to the paper's own printed figures or it doesn't post silently — it comes to you. The honest test isn't our number, it's your file: run a client you've already closed by hand, and compare.

On Canadian soil

Stored on a server in Toronto and encrypted at rest. Your clients' financial documents don't leave the country.

Never trains anything

Documents are processed to do your work. That's all.

Walled per account

One accountant never sees another's files. Ask, and your data is deleted.

Your data

Your clients' documents stay yours

The objection we hear first, and the fair one: you can't hand a client's paperwork to a stranger's server. So the answer is architecture, not a promise — Canadian residency, encryption at rest, and a wall between accounts.

Pricing

You pay per document

No seats, no monthly minimum. A document is one receipt or invoice, read and booked.

50¢
per document
Pay as you go. No commitment.
$79
200 documents
40¢ each · credits don't expire
$299
1,000 documents
30¢ each · a full year of files

Pilot accounts start with a free allowance, so you can run a real client file before you decide anything.

Request access

Try it on a file you already know

Meridian Books is in private pilot and access is by invitation. Tell us a little about your practice and we'll send you an invite.

We'd rather you test it against a client you've already closed by hand. That's the only comparison that means anything.