Excited to keep on the automation journey with Blackline!
Updated September 13, 2023

Excited to keep on the automation journey with Blackline!

Jodi Martin, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with BlackLine

We are just beginning the Automation journey and have implemented reconciliations and are working on tasks. We hope to add matching and journal entries after variance analysis. In the Black Conference is a great learning resource!
  • Blackline has great customer service and support.
  • Blackline provides great visibility of key accounting functions
  • Blackline allows standardization and visibility of finance and accounting tasks and processes.
  • I’d like to see the learning paths in Blackline U be more intuitive.
  • I’d like to see further Essen of use in Blackline in designing reconciliation templates
  • Centralization of documentation and processes
  • Visibility of Account Reconciliations and Tasks
  • Fresh view of old processes
  • Blackline assists Continuity and turn over
  • Blackline is moving our company to our goal of visible reconciliation of all balance sheet accounts.
  • Blackline is in the way to help us streamline our annual financial audit.
All of the Blackline people are friendly, open and knowledgeable.
Blackline has been an invaluable partner in improving our mindset and actions toward more modern and technical processes and solutions.
I am not familiar with other solutions similar to Blackline.

Do you think BlackLine delivers good value for the price?


Are you happy with BlackLine's feature set?


Did BlackLine live up to sales and marketing promises?


Did implementation of BlackLine go as expected?


Would you buy BlackLine again?


Blackline is a great tool to move toward automation and get a change management and automation plan in motion. I haven’t found anything that Blackline isn’t appropriate for. Generally the Blackline tool works great when it is set up and used as intended. That being said, it takes time and focus to implement correctly. Investment of time up front reaps the benefits.

BlackLine Feature Ratings

Detailed Audit Trails
Reconciliation Automation
Close Checklist
Customizable Workflows

Using BlackLine

8 - Controller and Accounting roles
8 - Accounting and Finance IT skills.
  • Reconciliations
  • Tasks
  • Variance Analysis
  • Blackline is assisting in turn over planning and knowledge/experience transfer
  • Blackline is changing the way we look at work organization and planning
  • Matching and Journal entry modules are interesting in moving toward further automation.
Blackline is very helpful in preparing for digital transformation in the increasingly data driven world of Finance.

Evaluating BlackLine and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
The most important factor was usability and the benefits/modules offered.
No, we are happy with the results and process.

BlackLine Implementation

Our implementation went well. The issues we need to work on now are making sure that we are taking advantage of the streamlining BlackLine has provided and not just doing all that we did before and Blackline's version of the same processes.
  • Implemented in-house
  • Third-party professional services
Liz at Integrated Financial.
Yes - 1. Determine structure of which fields of our Chart of Accounts to Bring in and training on Blackline.
2. Testing in the Sand Box environment
3. Launching into production
Change management was a big part of the implementation and was well-handled - We learned that being open minded yielded better results and that the change management journey is ongoing.
  • Changing processes and assignment of tasks and reconciliations
  • Encouraging others to see the longer term benefits of the changes and additional work

BlackLine Support

No we utilized an implementation consultant. Once we implemented we haven't had the need for additional support yet.
The Blackline community is helpful and supportive in a few issues that we've had with dates and variance analysis An upgrade fixed the comparison periods that we needed in variance analysis and now we used Variance analysis for Q1 2022.

Using BlackLine

Blackline is easy to use after set up and is very flexible to change based on user preferences.
Like to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Difficult to use
  • Auto Certify is an amazing function in Reconciliations
  • Embedded Task checklists are useful
  • Variance Analysis is a useful tool for consistency and decreasing errors by bringing balances in automatically without re-entering balances into Word as we did previously.
  • The most cumbersome piece currently is not having an automated transfer from our GL into Blackline.