TASK MANAGEMENT
Drive visibility, accountability, and control across every accounting checklist.
Seamlessly track and control a variety of accounting task types and leverage role-based workflows and real-time dashboards to proactively identify delays before they create bottlenecks.
20,000+
month-end tasks tracked
5
days saved each month
10
hours of OT eliminated
Establishing, executing, and monitoring critical accounting activities is no small undertaking. Yet, the process is often highly manual and time consuming, relying on countless checklists and resulting in inconsistencies.
BlackLine Task Management provides a configurable, cloud-based command center where you can seamlessly manage and automate your finance and accounting tasks.
Streamline Processes & Increase Control
Reduce manual inefficiencies and track and control a variety of task types so F&A teams can spend less time managing checklists and more time executing.
Task Management provides hierarchical task lists and workflows to control numerous manual processes. Cross-product task dependencies, certifications, and email notifications combine to ensure that tasks are established, assigned, communicated, and achieved ahead of deadlines.
Accelerate Workflows & Reduce Bottlenecks
Create a faster, more efficient close by automatically tracking and managing thousands of tasks each month.
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Task Management links with Account Reconciliations and Journal Entry, ensuring the correct sequence, flow, and rollup of related activities. Automatic notifications alert users to pending tasks and notify management of overdue tasks and bottlenecks.
Improve Reporting & Visibility
Gain immediate visibility with access to real-time dashboards and comprehensive reporting capabilities and stay apprised of completed and outstanding items by task type, geographic location, and due date.
Task Management sends automatic notifications to warn users of pending tasks and notify management of overdue tasks and delays.
Renovate your reconciliation workflows.
“All of our month-end close is in one location. If someone is absent, we simply go into BlackLine and see what tasks still need to be done. Because there are clear, purpose-driven instructions available within BlackLine, it’s obvious to any user what is still required on a particular task.”
DIRECTOR OF SHARED SERVICES
“With BlackLine, we have the ability to look down through the whole organization and see exactly where we are. We have complete visibility, and our CFO knows that the close process is being done efficiently and being done on time.”
DIRECTOR OF STRATEGIC PLANNING
Additional Resources
The New Era of Financial Operations Management
Financial Operations Management is the emergence of technology platforms that integrate, orchestrate, and automate end-to-end accounting processes.
BlackLine Reconciliation Templates
BlackLine’s Modern Accounting Playbook delivers a proven-practices approach to help you identify and prioritize your organization’s critical accounting gaps.
Best Practices for Task Management vs. Compliance
Explore some of our best practices for optimizing your usage of Task Management and Compliance.
Frequently Asked Questions
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Modern Accounting Playbook
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