Get more from every minute with Team & Task Management.
Automate collections tasks, get real-time visibility on task statuses, and create dynamic to-do lists. With data-driven prioritization of your invoice-to-cash process, you’ll maximize time and unlock your team’s full potential.
The value of Team & Task Management
25%
8 days
30%
Team & Task Management features
Centralize team activities, unlock greater flexibility, and harness the power of workflow intelligence. Prioritize tasks based on collection and risk and set automated alerts to optimize team performance. Sync a dynamic calendar with BlackLine solutions like Cash Application and Collections Management to get real-time updates for to-do lists, follow-ups, and coordinated prioritization across departments.
Monitor changes in customer characteristics with embedded risk policies that automate real-time credit limit reviews, eliminating manual report creation. Segment customers based on risk score and payment performance, enabling teams to monitor and respond to risk signals throughout the invoice-to-cash cycle. Use reporting and dashboards to track tasks, analyze workloads, and measure individual and team productivity. Team & Task Management will help you best allocate resources to manage risk and collect cash.
Track workloads in real time to enable dynamic actions and improve collection results. Gain complete visibility into aging buckets, accounts, actions, and disputes, allowing accurate assessment of work distribution. Easily adjust tasks based on staff availability and capacity without changing account ownership. Define user hierarchies and team compositions to align with business units or regions.
“For the first time, we have visibility over all events and data. We are now able to efficiently drive credit control activity. This means that we can foresee scheduling conflicts and allocate resources to the areas that need the most attention.”
Mark Beddoe,
Head of Financial Systems & Transactional Services
Additional resources
Frequently asked questions
By automating repetitive collection tasks, centralizing workflows, and allowing teams to prioritize tasks based on importance, Team & Task Management ensures that teams are focused on high-impact work. Automated alerts, dynamic task lists, and performance-tracking dashboards optimize resource allocation. Your teams will work more efficiently, driving better outcomes across the invoice-to-cash process.
Routine activities like tracking payment performance, updating team calendars with real-time data, creating lists for follow-ups, prioritizing collections activities, and generating alerts for overdue invoices can all be automated. You’ll standardize prioritization across departments and reduce the manual effort involved in managing collections tasks.
Team & Task Management integrates seamlessly with BlackLine solutions such as Cash Application, Collections Management, and eInvoicing & Payments. Integration enables real-time updates and synchronizes activities across systems. Access a complete view of the invoice-to-cash process, automate workflows, and track progress across tasks—all through a unified platform.
Yes, BlackLine integrates seamlessly with major ERP systems including SAP, Oracle, and more than 40 others. Sync data in real time, so activities such as collections, cash application, and invoicing align with your existing ERP. BlackLine’s solutions enhance the capabilities of your ERP by automating tasks, centralizing workflows, and providing enhanced visibility into financial processes, streamlining operations without disrupting your current system.
Start by requesting a demo. The BlackLine team will guide you through the setup process, ensuring seamless integration with your existing systems and helping tailor the solution to your needs. With customized onboarding and expert support, you can quickly start automating collections tasks, improving visibility, and optimizing team productivity—all within a unified platform.
Verity AI is the unifying intelligence control layer woven throughout BlackLine. This ensures a consistent and scalable experience, delivering powerful AI capabilities like agentic automation, predictive intelligence, and automated content generation seamlessly across BlackLine’s connected platform.