Before AI agents act in finance, Meridian determines what they may do, what they must escalate, and what they are prohibited from doing — grounded in how the process actually runs today.
Approvals sit in email. Evidence is stored outside the system of record. Escalation paths are informal. Key decisions depend on individual judgement. KPI definitions drift. Close logic lives in one person's head.
When AI agents enter these processes, they do not fix the governance gaps. They inherit them — and execute them at machine speed.
Meridian assesses process governance, data trust, control ownership, evidence capture, key-person dependency, automation failure risk, and audit readiness across core finance operations. It then issues an Agent Operating Licence for each process, defining the current autonomy band, permitted agent use, restricted actions, escalation requirements, evidence requirements, accountable owners, and progression criteria.
The Finance Autonomy Map shows every assessed process, its current licence, target licence, blocking constraint, and required remediation. A CFO can see in one screen where AI is blocked, where Human-in-the-Loop support is possible, and what must change before autonomy can increase.
Meridian does not just score AI readiness. It defines the operating boundary: what the agent can see, decide, change, escalate, retain, and is prohibited from doing.
Classify exceptions, recommend routing, draft communications, flag patterns
Payment approval, invoice release, vendor master changes, policy override
What the agent can see, decide, change, escalate, retain, and must not learn from
Every decision mapped to an accountable owner, current human/AI split, and required control
The specific way this process fails if the agent gets it wrong, and the safeguards required
The exact conditions that move a process from Human-in-the-Loop to Supervised Agent
A working reference implementation for AP Exceptions — the agent can only call the actions its Agent Operating Licence permits, and escalates to human review the moment its confidence falls below the approved threshold. Every step is logged to an auditable decision trace.
Most finance teams are still pre-deployment. Meridian helps them build a governance position before ERP vendors, automation platforms, or internal AI programmes introduce agents into AP, AR, Billing, Close, Reporting, or Treasury. The assessment identifies governance debt that exists today — and shows what would be amplified if AI or automation were deployed too early.
A fixed-fee assessment for finance teams preparing for AI, ERP copilots, workflow automation, or finance transformation.
Fixed scope, fixed fee. Agent Operating Licences across the finance process estate.
Ongoing drift monitoring and licence band tracking across a defined process estate.
Safe-to-Operate controls, decision ledgers, and agent passports for finance AI at scale.
A governed path from manual finance operations to AI-enabled operations, with the exposure quantified up front.
A defensible answer to which processes can support AI assistance today, and what evidence is missing.
A sequencing tool for automation programmes — what to fix first, and what it's worth.
A pre-deployment governance layer before SAP, Oracle, Microsoft Dynamics, Workday, or NetSuite AI capabilities are introduced into finance workflows.
We assess 6–8 finance processes and deliver Agent Operating Licences, a Finance Autonomy Map, and a remediation roadmap in 4 weeks.
30 minutes · Zoom · or email hello@getmeridian.ie