We build seamless integrations between BlackLine and your ERP systems—NetSuite, Oracle, Workday Financials, SAP, and more—so subledger balances, journal entries, and transactional data flow automatically into your reconciliation and close processes. Using BlackLine’s APIs, Data Connectors, or secure file exchange, we automate the import of trial balances, GL detail, subledger feeds, and bank files. The result? No copy/paste, no delays, just clean, consistent data—ready for close.

We configure your BlackLine instance to align with your actual close calendar, materiality thresholds, and reconciliation logic. From account templates, rules-based certifications, and preparer/approver workflows, to task dependencies, escalations, and variance thresholds, we create a close framework that reduces effort without sacrificing control. Whether you’re automating bank recs, intercompany, or prepaid amortization schedules—we build it once, and you scale it.

We audit and streamline bloated or underutilized BlackLine environments—consolidating templates, refactoring recurring journals, automating match sets, and enabling auto-certification where appropriate. We help finance leaders shift from checklist close to data-driven, exception-based review, tightening controls while reducing cycle times. Less manual work, more confidence at every level.

We document your entire BlackLine configuration—from GL mappings and task workflows to rule logic, import schedules, and user roles. We ensure every account has a full audit trail—from preparer notes to supporting documentation to approvals—ready for internal audit, external audit, or SOX. We also create clear SOPs for recurring close activities so your team can operate independently, even during turnover or scale.

Implementing BlackLine? Migrating from spreadsheets or legacy systems? We lead your full financial close transformation—handling process redesign, GL mapping, data migration, user enablement, and go-live support. We align Accounting, FP&A, IT, and Audit stakeholders to ensure adoption sticks and results are immediate.

We design BlackLine to mirror your ERP’s chart of accounts, period close schedule, and business unit structure—so reconciliations, accruals, and journals are always in sync. We also support automation of journal entries from BlackLine to ERP, enabling accruals and corrections to flow directly into NetSuite, Oracle, or Workday without rework or delay.