Accelerate adoption, productivity, and performance.

Effective user training and adoption are critical success drivers for accounting modernization. BlackLine University is designed to foster user engagement, support ongoing learning, and promote advocacy for the long-term vision of the organization to ensure your success.

Why BlackLine University?

• Elevate your use of world-class BlackLine solutions and stay current on new products and functionality.
• Broaden your team’s skillset to support the long-term needs of the organization.
• Earn CPE/CDE credit and BlackLine certifications through live training courses.

BlackLine University Subscriptions

BlackLine University offers self-paced and live training options that align to your needs and help maximize the value of your BlackLine investment.

• LEARN Basics: Complimentary for BlackLine customers, includes foundational self-paced eLearning courses, designed for onboarding.
• LEARN More: Upgrade for unlimited access to live, virtual instructor-led courses, small class sizes, hands-on practice, dynamic schedules, CPE/CPD credits, and certifications.

Curriculum Curated for Success

Expert learning experience designers build world-class eLearning and live instructor-led educational experiences to increase BlackLine product and finance/accounting industry expertise.

Earn BlackLine Certification

Develop BlackLine knowledge and technical skills, validate product and industry expertise, and earn credentials to support career growth and demonstrate dedication to financial excellence.

Live Training

Attend virtual, instructor-led live training classes with fellow BlackLine users to gain hands-on practical knowledge for immediate application. Suitable for both new and experienced users.

Frequently Asked Questions

• What is the business case or additional value my organization will receive from purchasing the LEARN More subscription?
• Can I still enroll in a live, virtual class if my organization is not a LEARN More subscriber?
• Can I earn CPE/CPD credits for the courses I complete?
• How do you keep the course curriculum with the LEARN More subscription fresh?
• What is included in virtual, live training classes?
• Where can I view Terms & Conditions for BlackLine University?

Account Reconciliations

Automate the load of reconciliation supporting items with standardization and consistency. Increase efficiency with auto-reconciliation rules and standardized reconciliation templates. Use dashboards to view reconciliation status, timeliness, and quality—in real time. Prevent errors by eliminating version control challenges.

• Automated reconciliation supporting items
• Standardized templates and auto-reconciliation rules
• Real-time dashboards for status and quality
• Eliminates version control errors

Transaction Matching

Ingest and transform high volumes of transaction-level data from third-party systems such as ERPs, banks, payroll providers, revenue, lease accounting, and procurement. Apply flexible, easy-to-use rule-based automation to enhance control and reduce the risk of process breakdowns and undetected financial statement errors. Automatically compare and match transactions so employees can investigate differences and spend time on more strategic activities. Send reconciling items to your account reconciliations and automatically create adjusting journal entries based on transaction-matching results.

• Ingests high volumes of transaction data
• Rule-based automation for matching
• Reduces risk of errors and process breakdowns
• Automated creation of adjusting journal entries

Journal Entry

Unify data from ERPs, third-party sources, and other BlackLine solutions to automatically create journal entries and post them directly to your ERP, eliminating spreadsheet-dependent manual journal entry processes. Generate journals from supporting items on your reconciliations as part of your transaction matching analysis, as topside entries for consolidation, or directly from raw data feeds. Mitigate risk proactively and ensure regulatory compliance with account validations, threshold-based approvals, and end-to-end audit trails documenting data imports, journal postings, and user access.

• Automated journal entry creation and posting
• Integrates with ERPs and third-party sources
• Supports compliance with validations and approvals
• Provides audit trails

Smart Close for SAP

Limit manual touchpoints and enable exception-based close management. Coordinate processes from corporate headquarters to local entities to ensure global consistency with local flexibility. Use our centralized platform to facilitate a seamless and continuous close process with a great user experience, directly in SAP.

• Exception-based close management
• Global consistency with local flexibility
• Seamless close process in SAP

Account Analysis

Continuously monitor transaction-level details to identify potential risks and exceptions automatically. Free up resources by eliminating manual examination of large transactional volumes, allowing your team to focus on higher-value tasks. Improve decision-making with real-time insights and integration with BlackLine Account Reconciliations for a streamlined, proactive approach to financial analysis.

• Continuous monitoring for risks and exceptions
• Eliminates manual review of large data volumes
• Real-time insights for better decision-making

Consolidation

Eliminate spreadsheet-dependent, complex consolidation activities with a fully user-configurable automation solution for balance aggregation, ownership interest calculations, intercompany eliminations, and more. Gain a centralized and real-time view of consolidation, from aggregation to top-side adjustments and supporting documentation. Reduce manual errors and ensure audit-ready financials with built-in controls, validations, and a fully integrated audit trail.

• Automates balance aggregation and eliminations
• Centralized, real-time consolidation view
• Built-in controls and audit trails

Reporting & Analysis

Automatically generate real-time entity and group-level financial statements. Vertically integrate analysis with the ability to drill down from financial statements to transactional details and commentary prepared earlier in the close. Generate detailed insights with Verity AI, BlackLine’s trusted intelligence layer, using features like Verity Summarize and Verity Draft to accelerate financial variance analysis and enable earlier stakeholder communication. Ensure compliance with automated workflows, real-time tracking, and role-based sign-offs.

• Real-time financial statement generation
• Drill-down analysis to transaction level
• AI-powered insights and variance analysis
• Automated compliance workflows

Task Management

Track and manage thousands of tasks from a configurable cloud-based command center that seamlessly connects your financial close processes. Streamline processes and reduce risk with automated task lists, assignments, and workflows. Improve visibility with real-time dashboards that monitor tasks throughout the financial close process, helping you remove bottlenecks and catch overdue tasks.

• Cloud-based command center for task management
• Automated task lists and workflows
• Real-time dashboards for process visibility

Compliance

Centralize risk management and compliance tasks for efficient tracking, control testing, and real-time reporting. Foster seamless collaboration with a single platform for projects, tasks, and supporting documentation to ensure timely testing and issue resolution. Maintain global visibility across audits, controls, and risks while ensuring accountability with role-based permissions and segregation of duties.

• Centralized risk and compliance management
• Collaboration on projects and documentation
• Global audit visibility and role-based permissions

eInvoicing & Payments

Access the detailed data you need to resolve inquiries quickly using our line-level customer query tool. Deliver real-time feedback from tax authority systems to ensure compliance. Distribute documents, access statements, and manage online payments with ease from our self-service portal.

• Line-level customer query tool
• Real-time tax authority compliance feedback
• Self-service portal for documents, statements, and payments

Cash Application

Get real-time insights on consolidated banking and ERP data across regions. Eliminate your reliance on manual, spreadsheet-dependent processes for identifying inconsistencies between your accounts receivable subledger and banking details. Combine BlackLine’s deep implementation experience with the power of Verity Remit to automate remittance data capture and eliminate manual work from day one. Process customer data in multiple formats and use it for automatic payment applications to reduce unapplied cash by up to 99%.

• Real-time consolidated banking and ERP data
• Automated remittance data capture
• Automatic payment applications
• Reduces unapplied cash by up to 99%

Collections Management

Integrate your data on risk and payment performance to predict and adapt to changing customer behaviors. Access intuitive dashboards that actually reduce complexity to increase visibility and sharpen collection strategies. Perform detailed customer base analysis with ease using automated segmentation. Verity Collect automates routine outreach so your team can focus on strategic relationships.

• Integrated risk and payment performance data
• Intuitive dashboards
• Automated customer segmentation
• Automated outreach with Verity Collect

AR Intelligence

Capture data across multiple regions, countries, banks, ERPs, and CRMs. Consolidate relevant information into a centralized and unified platform. Pinpoint your most effective collection strategies and predict customer payments with precision using Verity Forecast. Integrate your invoice-to-cash data with external data sources to develop contextual customer attractiveness scores.

• Multi-source data capture
• Centralized platform
• Predictive collection strategies with Verity Forecast
• Customer attractiveness scoring

Credit & Risk Management

Develop more informed risk strategies with access to collection and cash application data on tap. Track changes in customer behavior in real time to analyze warning signs. Advise on risk with ease using external credit agency integration.

• Access to collection and cash application data
• Real-time customer behavior tracking
• External credit agency integration

Team & Task Management

Get real-time visibility into outstanding actions, aged debt profile disputes, and accounts on hold. Dynamically adjust task distribution based on staff availability. Draft new work allocations without altering overall account ownership. Use dynamic to-do lists that enable self-monitoring and performance evaluation.

• Real-time visibility into actions and disputes
• Dynamic task distribution
• Dynamic to-do lists for self-monitoring

Disputes & Deductions Management

Go beyond manual analysis with Verity Summarize to get instant AI summaries of complex disputes and guided next steps. Use an automated workflow to log, monitor, and analyze invoice disputes. Reduce aged debt by 30%. Feed dispute data into your CRM and ERP. Maintain dispute workflows and give sales the data they need to make informed decisions. Be audit-ready—always, with easy access to supporting documentation around raised disputes.

• AI summaries of disputes with Verity Summarize
• Automated dispute workflow
• Reduces aged debt by 30%
• CRM and ERP integration
• Audit-ready documentation

Verity AI: BlackLine's trusted AI that makes you unstoppable.

Harness AI that truly understands finance and accounting. Built on 20+ years of deep domain expertise, Verity™ delivers relevant insights, reliable automation, and the absolute control required to elevate your team’s strategic impact.

Trusted AI starts with accurate & secure data

Artificial intelligence can transform your financial operations—but only when it's built on a foundation of clean, accurate, and secure data. For finance and accounting, where 95% accuracy means 100% failure, the risks of generic AI are simply too high. That’s why we named our AI Verity – from the Latin word for truth. It’s a commitment built directly into the platform, which delivers the essential application layer of control that F&A requires. Moving beyond the AI ‘black box,’ it provides complete transparency and a full audit trail for every action. The result is AI you can finally trust—one where every action is auditable, and you always have the final say.

Ditch the fear, maximize accuracy and control

Reliable AI requires reliable data. BlackLine’s connected platform creates a single source of truth by integrating directly to your ERP and other source systems. This foundation empowers agents like Verity Flag and Verity Flux to proactively detect risks and explain variances with full transparency, ensuring a smoother audit.

Verity Prepare

Verity Prepare will accelerate the financial close by automating the entire account reconciliation process.

• Analyze new accounts to identify high-risk items and retrieve supporting documentation.
• Draft explanations for discrepancies, preparing the full reconciliation for final review and approval.

Verity Collect

Verity Collect will improve AR efficiency by autonomously managing customer outreach.

• Place and transcribe calls for outstanding invoices
• Identify action items, log promise to pay data, and draft tailored follow-up emails.

Verity Insights

Verity Insights empowers your team to perform on-demand analysis without manual data queries.

• Investigate trends or explain variances using simple, natural language.
• Deliver deep, actionable intelligence to drive smarter, forward-looking business decisions.

Verity Flux

Verity Flux accelerates variance analysis by ending the manual search for answers.

• Automatically generate clear, transaction-level explanations for why balances changed.
• Provide immediate clarity with complete drill-down capabilities, turning hours of investigation into seconds of insight.

Verity Narrate

Verity Narrate crafts the story behind your numbers with speed and precision.

• Automatically generate clear, professionally written narrative summaries for financial statements and footnotes.
• Communicate results with greater impact and consistency.

Frequently asked questions

• What is Verity AI?
• How do I interact with Verity AI?
• What is BlackLine’s vision for AI in the workplace?
• How will Verity AI free up my team?
• How does BlackLine ensure AI outputs are accurate and auditable?
• Will BlackLine work with my company's current ERP or CRM systems? What if I have multiple systems?
• How long does it take to onboard BlackLine?

Your success is our success.

Realize value, now and throughout your journey, with curated resources from BlackLine’s customer success management team.

Partner with Customer Success on Your Path to Modern Accounting

From onboarding to financial operations excellence, BlackLine Customer Success helps you go beyond with powerful technology to unlock measurable value. Solution experts provide guidance and resources to help you prioritize and align your goals, empowering your organization with processes and strategies.

Onboarding

At the start of your modern accounting journey, every customer is assigned a dedicated customer success representative that will partner with your implementation team.

• Build and follow a success plan tied to your business goals
• Accelerate time to value with a strong foundation to address your needs
• Maximize adoption by increasing familiarity with success resources

Optimizing

As your F&A activities and your business needs evolve, our customer success management team will serve as a guide.

• Get the most value from your existing BlackLine platform solutions
• Create a culture of continuous improvement to address new challenges
• Apply leading-practice strategies for end-to-end process automation

Additional Resources

Access webinars, customer stories, and tips from BlackLine’s customer success team and former customers.

• Coffee Break: Leading Customer First in Changing Times
• Success Stories
• Coffee Break: Insights from BlackLine Employees Who Used to Be Customers

Go beyond with end-to-end transformation.

Powerful technology is only part of the story. Successful transformation requires expert guidance from a trusted partner.

Take Your Transformation to New Heights

The BlackLine Transformation team will help take your modern accounting journey to the next level with leading-practice optimization strategies from thousands of transformation projects.

• Confident or faster financials
• Optimized finance function
• Stronger controls
• More efficient audits
• Retaining and recruiting top talent
• Becoming a trusted business partner

BlackLine Optimization Academy

Unlock new transformation opportunities. The complimentary BlackLine Optimization Academy programs combine leading practices with best-in-class technology.

• Realize the art of the possible through real customer examples
• Gain leading-practice automation and optimization strategies around nine foundational accounting processes
• Build your own roadmap for change—where to start, where you want to go, and how you can get there

Optimization Consulting Services

Make transformation a reality. BlackLine’s Optimization Consulting Services provide personalized business-process consulting to advance your digital transformation journey.

• Develop an optimization roadmap that combines best-in-class accounting process designs with your BlackLine solutions
• Apply on-demand guidance to your ongoing transformation efforts, including internal controls, change management, financial systems strategies, and global rollout strategies
• Achieve end-to-end optimization through designing, testing, and delivering specific use cases

Strategic Customer Advisory Services

Transform with confidence. Using our transformation framework, BlackLine’s Strategic Customer Advisory Services provide a team of advisors to our most innovative customers.

• Design, steer, and deliver activities on your holistic digital transformation journey
• Make key decisions by leveraging on-demand expertise, performance KPIs, and insights from quarterly business reviews
• Respond to challenges with knowledge gained from direct access to key BlackLine leaders and exclusive innovation updates

World-class support so you can focus on what matters most.

Your finance and accounting operations are mission critical. When every minute matters, count on fast, expert support. BlackLine Global Support Services provide the technical expertise your organization requires, a community of knowledgeable users and partners, and digital success options to enable your continued modern accounting journey.

• Access to technical support resources across geographies and languages to meet your critical needs
• A team of dedicated, expert support professionals passionate about enabling your success
• Tailored guidance to help you address your challenges quickly

A Tailored Support Experience to Meet Your Needs

BlackLine offers three support tiers—Essential, Enhanced, and Elite—each designed to meet different organizational needs for response time, engagement, and support features.

• Essential: Included in all subscriptions, online portal access, 2 hours to 3 business days response
• Enhanced: Faster response (1 to 12 hours), prioritized routing, resolution updates
• Elite: Fastest response (30 minutes to 8 hours), jump the line, proactive monitoring, personalized engagement

Additional Resources

Guides and community resources to help customers maximize their support experience.

• Support Portal Quick Reference Guide
• Frequently Asked Questions: Global Support Services
• BlackLine Community for help forum, product updates, and FAQs

See your financial operations from every angle with the Studio360 Platform.

Connect, automate, control, and visualize your entire financial ecosystem from an intuitive hub powered by Verity™ AI.

The intelligent platform for finance and accounting

Studio360 is the foundation that powers and unifies BlackLine’s solutions on a single, connected platform. It connects data from your entire financial landscape—including BlackLine solutions, ERPs, and 3rd-party sources—to create a single, reliable source of truth. This unified data platform empowers you to orchestrate and automate end-to-end workflows, optimizing data and activities across your organization. As the essential foundation for trustworthy AI, Studio360 unlocks the power of Verity AI to deliver intelligent insights and agentic automation, enabling future-ready financial operations.

Studio360 Integrate

Easily connect and move data between any system using pre-built connectors and open APIs. Unify, map, and transform data from your BlackLine solutions, ERPs, and 3rd-party systems to create a single source of truth. Build the accurate and reliable data foundation that powers both intelligent automation and Verity AI.

Studio360 Orchestrate

Map, optimize, and automate end-to-end workflows across your BlackLine solutions, ERPs, and other business-critical systems. Gain real-time visibility into process status, tracking progress across regions, weekends, local holidays, and time zones. Visualize process flows and manage complex inter-dependencies with a full audit trail.

Studio360 Visualize

Gain a 360° view of your financial operations with user-friendly, interactive dashboards and real-time KPI monitoring. Leverage Verity AI to automate data analysis, proactively detect anomalies, and identify financial risks before they escalate. Go beyond static reports and explore the story behind your numbers. Ask complex questions in natural language with Verity Insights.

Studio360 Blueprint

Accelerate your transformation with a library of over 70 blueprints built from industry leading practices. Standardize processes across your entire organization using proven, ready-to-use templates. Improve business agility and get more value from your existing systems with faster process configuration.

Studio360 Control

Strengthen governance by centralizing controls for user access, permissions, and segregation of duties across the platform. Ensure every action is transparent, secure, and compliant with a complete, centralized audit trail. Apply consistent business rules and logic to automate decisions, ensuring financial processes are executed securely and accurately.

Frequently asked questions

• What is the BlackLine Studio360 Platform?
• How does Studio360 enhance my existing BlackLine solutions?
• What is Verity AI and how does it relate to Studio360?
• Is Studio360 intended only for enterprise-level companies?
• Which ERP systems does Studio360 integrate with?
• Are there other BlackLine solutions that are prerequisites for Studio360?
• How long does it take to onboard with BlackLine?

Intercompany accounting software for strategic value, clarity, and control.

Centralize data from multiple ERPs and view your intercompany activity in real time. Leverage the power of VerityTM AI for continuous resolution. Substantiate deductions, enforce transfer pricing policies, and prepare for e-invoicing mandates.

Intercompany Create

Eliminate spreadsheet-dependent, error-prone manual processes by automating intercompany allocations, cross charges, management fee invoicing, and the related journal entries. Ingest data from multiple ERPs into a global subledger. Give your teams in-the-weeds visibility across purchase orders, sales orders, and invoices. Reduce risk and maximize your operational agility with touchless billing routes that standardize how transactions are billed across trading partners. Provide critical support for global operations with Verity Summarize, which instantly generates concise summaries of complex Intercompany supporting documents, enabling faster research, review, and more confident decision-making.

Intercompany Balance & Resolve

Never miss a beat with continuous exception identification that gives you a real-time view of all intercompany activity. Expedite resolutions; reduce potential write-offs, fines, or penalties; and stay settlement-ready across the month with continuous exception clearing. Increase controls and compliance using policy-based resolutions.

Intercompany Net & Settle

Create frictionless netting, settlement, and clearing processes by integrating your ERP and treasury management systems. Reduce bank fees with fewer transactions for settlement. View netting-allowable and netting-restricted transactions with ease. Orchestrate better FX management and faster settlement using cash pooling and forecasting.

Unlock hidden advantages in your intercompany financial operations with BlackLine.

Reduce the risk of fines or penalties and use the predictive power of Verity AI to stay ahead of global compliance challenges—no matter how rapidly they change.

Build a foundation for world-class accounting.

Whether you are seeking guidance on your first BlackLine implementation or expanding your BlackLine solution suite to address end-to-end process automation, the BlackLine Professional Services team can help you build and execute your vision, drive unified, automated, and continuous accounting processes, and enable Finance and Accounting to deliver strategic business value.

A Guide on Your Journey to Modern Accounting

The BlackLine Professional Services team will uniquely configure our best-in-class technology and provide the necessary guidance to help you achieve your business needs. Via Implementation Services, Premium Services, and Administrative Services, our professional services experts help you build your foundation for modern accounting.

Implementation Services

BlackLine Implementation Services provide guidance via a six-step, proven delivery program to ensure your BlackLine foundation aligns to your business processes and strategies.

• Integrate, orchestrate, and automate end-to-end accounting processes
• Eliminate routine work and free capacity to be reinvested in the business
• Accelerate time to value by ensuring user adoption and engagement

Premium Services

Premium Services provide expanded engagement from a dedicated BlackLine consultant following go-live of your BlackLine solutions.

• Benefit from continued expert understanding of your organization and configuration
• Receive continued solution, user onboarding, or connector support
• Maximize adoption of leading practices that will enable a faster, smarter financial close and audit

Administrative Services

BlackLine’s Administrative Services aid and guide you in the performance of administrator-role responsibilities, system monitoring and maintenance, and system administration enablement.

• Improve end-user experience and enable a more efficient close
• Deploy leading administrative practices for seamless execution of modern accounting
• Shift the priorities of F&A resources from administrative to strategic activities