BlackLine: Account Reconciliations, Close & Smart Close

Categories: Finance & EPM
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About Course

Automate the financial close with BlackLine: Account Reconciliations, Task Management, Transaction Matching, Journal Entry and Smart Close for SAP.

Who this training is for

  • Record-to-report and finance close teams
  • Controllers and finance transformation leads
  • SAP FI consultants

Syllabus

  1. Module 1: BlackLine platform — Users, roles, data loads
  2. Module 2: Account Reconciliations — Templates, auto-certification, variance
  3. Module 3: Task Management — Close checklists, dependencies
  4. Module 4: Transaction Matching — Rules, exceptions
  5. Module 5: Journal Entry — Templates, posting to ERP
  6. Module 6: Smart Close for SAP — Automating SAP period-end jobs, monitoring, scheduling
  7. Module 7: Reporting & audit — Close dashboards, audit trail

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Set up and run Account Reconciliations
  • Manage the close calendar with Task Management
  • Automate matching and journal entries
  • Automate SAP close tasks with BlackLine Smart Close
  • Report close status and audit evidence

Course Content

Module 1: BlackLine platform
Users, roles, data loads

Module 2: Account Reconciliations
Templates, auto-certification, variance

Module 3: Task Management
Close checklists, dependencies

Module 4: Transaction Matching
Rules, exceptions

Module 5: Journal Entry
Templates, posting to ERP

Module 6: Smart Close for SAP
Automating SAP period-end jobs, monitoring, scheduling

Module 7: Reporting & audit
Close dashboards, audit trail

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