The Modern Accounting Playbook

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The world’s fastest-growing companies trust BlackLine

Zendesk
Groupon
Philz Coffee
Zevia
GoodRx
RingCentral
Jaggaer
Chargepoint
Zendesk
Groupon
Philz Coffee
Zevia
GoodRx
RingCentral
Jaggaer
Chargepoint

The Leading Solution for an Efficient & Controlled Close

Using our learnings from thousands of customers, BlackLine has developed an expertly-curated playbook for your finance transformation journey. 

Companies come to BlackLine for consumable solutions to the traditional, manual close that continue to scale with growing and evolving organizations. Whether you’re a team of five accountants or 100, BlackLine provides informed expertise with a clear vision and route for any company to achieve their modern accounting goals.

Our leading practices position you to achieve results quickly. In 60 to 90 days, accounting gains standardized reconciliations, key reports and dashboards, structured tasks and workflows, and automated high-volume bank matching. This frees teams from dependencies, saves time, and enables real-time visibility. 

Even better, companies can continue to advance their modern accounting journeys using a path that BlackLine has already traversed.  


What is the Modern Accounting Playbook?

The path from traditional to modern accounting is different for midsize and enterprise-level companies. That’s why BlackLine has mapped achievable routes for each company type. Our Modern Accounting Playbook delivers purpose-built solutions built on leading practices to unify data and processes, automate repetitive work, and drive accountability through visibility.

Over 3,000 companies have followed our playbook to close faster with complete and accurate results.

THE PLAYBOOK

Modern Accounting Begins with BlackLine

BlackLine sets you up quickly on the essentials for a streamlined and automated close. We’re dedicated to delivering the most value in the shortest amount of time. To start fast with modern accounting, adopt the first solution in our playbook, which includes the following elements.

Central workspace with automated trial balance import
Standardized reconciliations with automation
Dynamic and transparent close activities tracking
Role-centric reporting and proactive alerts
Rule-based transaction matching for bank files
Enhanced controls

The path doesn’t stop there. BlackLine will guide you through next steps as your business needs grow. Unite even more of your daily work and fine-tune F&A processes when the time is right.

Benefits for Your Team

Accounting Manager & Controller

Accounting Manager & Controller

With dashboards and reports, gain transparency and visibility into financial operations to understand your organization’s potential and future outlook.

CFO

Mitigate risk and manage business complexity by leveraging BlackLine’s leading practices. Gain efficiency and cost savings, all while retaining top talent.

CFO
Approver

Approver

Access neatly packaged close activities from a centralized system that locks down controls and ensures segregation of duties. Benefit from a fully-documented audit trail.

Preparer

Gain a complete pre-close certification checklist and workflow. Reduce manual inputs and use automation to enable timely financial results.

Preparer
Customer Quote

“Our BlackLine implementation was very straightforward. I’ve been implementing systems for many years, and this was one of the most organized and smooth-running implementations I’ve ever experienced.”

Jade Lee

Director, Corporate Accounting, HashiCorp

The Future of Accounting Is Here
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