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BlackLine home page Solutions Customers Resources About English English Français Deutsch Español 日本語 Bahasa Dansk Nederlands Norsk Svenska Suomi ภาษาไทย Schedule Demo Language Français Deutsch Español 日本語 Bahasa Dansk Nederlands Norsk Svenska Suomi ภาษาไทย BlackLine home page Solutions Solutions Financial Close Management Financial Close Management Overview Overview FINANCIAL CLOSE MANAGEMENT Close faster with complete and accurate results. Empower Accounting to manage and control the end-to-end financial close process by automating accounting workflows, providing a centralized and secure workspace to perform period-end accounting activities, and streamlining financial reporting. Account Reconciliations Account Reconciliations ACCOUNT RECONCILIATIONS Standardize, control, and streamline reconciliations. Increase accuracy and efficiency across your account reconciliation process and produce timely and accurate financial statements. Drive accuracy in the financial close by providing a streamlined method to substantiate your balance sheet. Task Management Task Management TASK MANAGEMENT Drive visibility, accountability, and control across every accounting checklist. Standardize, accelerate, and centrally manage accounting processes – from month-end close tasks to PBC checklists – with hierarchical task lists, role-based workflows, and real-time dashboards. Transaction Matching Transaction Matching TRANSACTION MATCHING Match, analyze, and reconcile millions of transactions in minutes. Streamline and automate detail-heavy reconciliations, such as bank reconciliations, credit card matching, intercompany reconciliations, and invoice-to-PO matching all in one centralized workspace. Journal Entry Journal Entry JOURNAL ENTRY Centralize, manage, and automate journal entries. Create, review, and approve journals, then electronically certify, post them to and store them with all supporting documentation. Automatically create, populate, and post journals to your ERP based on your rules. Financial Reporting Analytics Financial Reporting Analytics FINANCIAL REPORTING ANALYTICS Control, validate, and streamline financial statement analyses. Perform pre-consolidation, group-level analysis in real-time with efficient, end-to-end transparency and traceability. Reduce risk and save time by automating workflows to provide more timely insights. Variance Analysis Variance Analysis VARIANCE ANALYSIS Continuously monitor for risk with automated fluctuation analysis. Calculate and identify account balance and activity fluctuations automatically to continuously monitor for risk, ensure the effective and timely execution of critical management review controls, and support agile decision-making. Smart Close for SAP Smart Close for SAP SMART CLOSE FOR SAP Simplify, standardize, and automate your financial close in SAP. Streamline and automate activities in SAP with task scheduling and execution, activity monitoring, and outcome verification. Accounts Receivable Automation Accounts Receivable Automation Overview Overview ACCOUNTS RECEIVABLE AUTOMATION Maximize working capital and release cash from your balance sheet. Maximize working capital with the only unified platform for collecting cash, providing credit, and understanding cash flow. Transform your accounts receivable processes with intelligent AR automation that delivers value across your business. Cash Application Cash Application CASH APPLICATION Apply customer payments to invoices automatically. Transform your order-to-cash cycle and speed up your cash application process by instantly matching and accurately applying customer payments to customer invoices in your ERP. Credit & Risk Management Credit & Risk Management CREDIT & RISK MANAGEMENT Create and operate risk polices with dynamic insights. Understand customer data and performance behaviors to minimize the risk of bad debt and the impact of late payments. Monitor changes in real time to identify and analyze customer risk signals. Collections Management Collections Management COLLECTIONS MANAGEMENT Release cash from customers and reduce DSO. Improve the prioritization of customer calls, reduce days sales outstanding, and watch productivity rise with more dynamic, accurate, and smarter collection management processes. Disputes & Deductions Disputes & Deductions DISPUTES & DEDUCTIONS Resolve customer disputes promptly to collect debt. Accelerate dispute resolution with automated workflows and maintain customer relationships with operational reporting. Unlock full control and visibility of disputes and provide better insight into how they impact KPIs, such as DSO and aged debt provisions. Team & Task Management Team & Task Management TEAM & TASK MANAGEMENT Maximize your time with data-driven prioritization. Make the most of your team’s time by automating accounts receivables tasks and using data to drive priority, action, and results. Monitor and analyze user performance, ensuring key actions quickly. AR Intelligence AR Intelligence AR INTELLIGENCE Turn payment data into actionable, real-time intelligence. Automatically process and analyze critical information such as sales and payment performance data, customer payment trends, and DSO to better manage risk and develop strategies to improve operational performance. Invoicing & Compliance Invoicing & Compliance INVOICING & COMPLIANCE Automate invoice processing to reduce manual invoicing costs, maintain compliance with e-invoicing regulations, and increase efficiency across your invoice-to-pay process. Intercompany Financial Management Intercompany Financial Management Overview Overview INTERCOMPANY FINANCIAL MANAGEMENT Unlock growth capacity with tax-effective intercompany operations. Centralize, streamline, and automate end-to-end intercompany operations with global billing, payment, and automated reconciliation capabilities that provide speed and accuracy. Ignite staff efficiency and advance your business to more profitable growth. Intercompany Non-Trade Intercompany Non-Trade INTERCOMPANY NON-TRADE Automate, optimize, and manage intercompany non-trade transactions. Ensure consistent regulatory and tax compliance by automating non-trade transactions and invoices while enforcing trading relationships and policies, as well as required taxes and transfer pricing. Intercompany Balance & Resolve Intercompany Balance & Resolve INTERCOMPANY BALANCE & RESOLVE Centralize, streamline, and automate intercompany reconciliations and dispute management. Seamlessly integrate with all intercompany systems and data sources. Automatically identify intercompany exceptions and underlying transactions causing out-of-balances with rules-based solutions to resolve discrepancies quickly. Intercompany Net & Settle Intercompany Net & Settle INTERCOMPANY NET & SETTLE Streamline and automate intercompany transaction netting and settlement to ensure cash precision. Enable greater collaboration between Accounting and Treasury with real-time visibility into open transactions. Integrate with treasury systems to facilitate and streamline netting, settlement, and clearing to optimize working capital. By Organization Size By Organization Size Midsize Organizations Midsize Organizations BLACKLINE FOR MIDSIZE ORGANIZATIONS Get set up quickly for a streamlined and automated close. The path from traditional to modern accounting is different for every organization. BlackLine’s Modern Accounting Playbook delivers a proven-practices approach to help you identify and prioritize your organization’s critical accounting gaps and map out an achievable path to success. Large Enterprises Large Enterprises BLACKLINE FOR LARGE ENTERPRISES Save time and cost, decrease risk, and elevate the organization. BlackLine’s foundation for modern accounting creates a streamlined and automated close. We’re dedicated to delivering the most value in the shortest amount of time, equipping you to not only control close chaos, but also foster F&A excellence. By Industry By Industry Banking & Financial Services Banking & Financial Services BLACKLINE FOR BANKING & FINANCIAL SERVICES Invest in your future by unifying and automating accounting work. To sustain timely performance of daily activities, banking and financial services organizations are turning to modern accounting and finance practices. It’s no longer a matter of whether or not to digitally transform. It’s a matter of when and how. Consumer Products & Services Consumer Products & Services BLACKLINE FOR CONSUMER PRODUCTS & SERVICES Adapt to changing consumer preferences with agile accounting. To mitigate financial statement risk and increase operational effectiveness, consumer goods organizations are turning to modern accounting and leading best practices. Simply sticking with ‘the way it’s always been done’ is a thing of the past. Energy & Raw Materials Energy & Raw Materials BLACKLINE FOR ENERGY & RAW MATERIALS Energize your accounting team by creating capacity with automation. While you are innovating to produce safe, reliable, and sustainable products and services, our solutions help accounting teams save time, reduce risk, and create capacity to support your organization's strategic objectives. Healthcare & Life Sciences Healthcare & Life Sciences BLACKLINE FOR HEALTHCARE & LIFE SCIENCES Align healthcare accounting teams to revenue-driving activities. Working capital, cash flows, collections opportunities, and other critical metrics depend on timely and accurate processes. Ensure services revenue has been accurately recorded and related payments are reflected properly on the balance sheet. Manufacturing Manufacturing BLACKLINE FOR MANUFACTURING Unlock capacity and strengthen resilience by automating accounting. To respond and lead amid supply chain challenges demands on accounting teams in manufacturing companies are higher than ever. Guide your business with agility by standardizing processes, automating routine work, and increasing visibility. Retail Retail BLACKLINE FOR RETAIL Tie out millions of transactions automatically. Retailers are recalibrating their strategies and investing in innovative business models to drive transformation quickly, profitably, and at scale. Save time, reduce risk, and create capacity to support your organization's strategic objectives. Technology, Media & Communications Technology, Media & Communications BLACKLINE FOR TECHNOLOGY, MEDIA & COMMUNICATIONS Transform the way you work. You've transformed the way we experience the world. It's time to embrace modern accounting technology to save time, reduce risk, and create capacity to focus your time on what matters most. See All Industries By ERP By ERP SAP SAP SAP SOLUTIONS BY BLACKLINE BlackLine is part of your SAP financial mission control center. Our solutions complement SAP software as part of an end-to-end offering for Finance & Accounting. BlackLine solutions address the traditional manual processes that are performed by accountants outside the ERP, often in spreadsheets. Oracle Oracle COMPANIES RUNNING ON ORACLE CLOSE FASTER WITH BLACKLINE Global brands and the fastest growing companies run Oracle and choose BlackLine to accelerate digital transformation. BlackLine delivers comprehensive solutions that unify accounting and finance operations across your Oracle landscape. Oracle NetSuite Oracle NetSuite BLACKLINE IS BUILT FOR NETSUITE Gain global visibility and insight into accounting processes while reducing risk, increasing productivity, and ensuring accuracy. Close the gaps left in critical finance and accounting processes with minimal IT support. Microsoft Dynamics Microsoft Dynamics AGILE SOLUTIONS FOR DYNAMIC ORGANIZATIONS Adapt and innovate with a hyperconnected Accounting function and give everyone the insights and freedom to thrive by connecting your data, processes, and teams with intelligent automation solutions for accounting needs. See All ERPs By Topic By Topic Environmental, Social, and Governance Environmental, Social, and Governance ENVIRONMENTAL, SOCIAL, AND GOVERNANCE ESG is an opportunity for F&A teams to have a direct impact on how their organizations interact with the communities around them and how they deliver value to their stakeholders. Recruiting & Retaining Top Talent Recruiting & Retaining Top Talent RECRUITING & RETAINING TOP TALENT Rising labor costs and shifting expectations are contributing to unprecedented change in the labor market and altering the way companies and their executives think about talent management. Enabling an ERP Transformation Enabling an ERP Transformation ENABLING AN ERP TRANSFORMATION ERP transformations are business transformations. Finance and accounting expertise is not only needed to prevent ERP transformation failures, but F&A leaders are poised to help drive project plans and outcomes. CFO & CIO Collaboration CFO & CIO Collaboration CFO & CIO COLLABORATION Finance and IT leaders share a common goal of equipping their organizations with ways to work smarter to enable competitive advantage. This intersection between CFO and CIO priorities is driving more unity in terms of strategy and execution. F&A Transformation F&A Transformation F&A TRANSFORMATION F&A teams have embraced their expanding roles, but unprecedented demand for their time coupled with traditional manual processes make it difficult for F&A to execute effectively. Transformation is necessary to address these challenges. IPO Readiness IPO Readiness IPO READINESS F&A leadership can have a significant impact by creating sustainable, scalable processes that can support the business before, during, and long after the IPO. This company-wide effort crosses multiple functional areas and is reinforced by critical project management and a strong technology infrastructure. Mergers & Acquisitions Mergers & Acquisitions MERGERS & ACQUISITIONS Timely, reliable data is critical for decision-making and reporting throughout the M&A lifecycle. Without accurate information, organizations risk making poor business decisions, paying too much, issuing inaccurate financial statements, and other errors. Revenue Cycle Optimization Revenue Cycle Optimization REVENUE CYCLE OPTIMIZATION The revenue cycle refers to the entirety of a company’s ordering process from the time an order is placed until an invoice is paid and settled. The inability to apply payments on time and accurately can not only lock up cash, but also negatively impact future sales and the overall customer experience. Regulatory Compliance Regulatory Compliance REGULATORY COMPLIANCE While the responsibility to maintain compliance stretches across the organization, F&A has a critical role in ensuring compliance with financial rules and regulations. Together with expanding roles, new expectations from stakeholders, and evolving regulatory requirements, these demands can place unsustainable strain on finance and accounting functions. Customers Customers CUSTOMER SUCCESS Success Stories Success Stories CUSTOMER SUCCESS STORIES In good company. More than 4,000 companies of all sizes, across all industries, trust BlackLine to help them modernize their financial close, accounts receivable, and intercompany accounting processes. View All Success Stories FEATURED CONTENT Success Story BLACKLINE RETURNS $2.77 FOR EVERY DOLLAR SPENT Community Community BLACKLINE COMMUNITY Join an exclusive community of peers, partners, and BlackLine experts. BlackLine users around the world gain access to a digital hub of insight, information, and engagement that enables the exchange of ideas and leading practices for peak F&A performance. Learn More FEATURED CONTENT COMMUNITY PORTAL LEARN, COLLABORATE, AND GET THE HELP YOU NEED. Services Services Overview Overview SERVICES Guided, connected, and committed to your success. BlackLine Services combine leading practices and expert guidance with best-in-class technology to help your F&A organization seamlessly implement sound processes and solutions, identify new opportunities for accounting optimization, and expand into areas you never imagined you would have the time to tackle. Professional Services Professional Services PROFESSIONAL SERVICES Build a foundation for world-class accounting. Whether planning your first implementation or expanding your BlackLine platform, leverage expert guidance to help you build and execute your vision, drive unified, automated, and continuous accounting processes, and enable Finance and Accounting to deliver strategic business value. Training & Education Training & Education TRAINING & EDUCATION Accelerate adoption and drive productivity and performance. One of the critical success drivers for any software technology is effective user training and adoption. Whether you are deploying for the first time or creating a sustainable education program for maximum value creation, explore how you can take the next steps to upskill your users. Customer Success Customer Success CUSTOMER SUCCESS Your success is our success. From onboarding to financial operations excellence, our customer success management team helps you unlock measurable value. Through workshops, webinars, digital success options, tips and tricks, and more, you will develop leading-practice processes and strategies to propel your organization forward. Transformation Services Transformation Services TRANSFORMATION SERVICES Go beyond with end-to-end transformation. Powerful technology is only part of the story. Successful transformation requires expert guidance from a trusted partner. Explore offerings that unlock new transformation opportunities and make transformation a reality. Global Support Global Support GLOBAL SUPPORT World-class support so you can focus on what matters most. BlackLine provides global product support across geographies, languages, and time zones, 24 hours a day, 7 days a week, 365 days a year. We are here for you with industry-leading support whenever and wherever you need it. Resources Resources Events Events EVENTS Connect with peers across Finance & Accounting. Whether new to BlackLine or a longtime customer, we curate events to guide you along every step of your modern accounting journey. View All Events FEATURED CONTENT Event BEYONDTHEBLACK APAC 2023 Upcoming Webinars Upcoming Webinars UPCOMING WEBINARS Hear from F&A thought leaders and customers like you. Explore our schedule of upcoming webinars to find inspiration, including industry experts, strategic alliance partners, and boundary-pushing customers. And, earn CPE credits while you're at it. Learn More On-Demand Webinars On-Demand Webinars ON-DEMAND WEBINARS Catch up on the latest finance transformation guidance. Check out our most recent webinars dedicated to modern accounting. If you recently attended webinar you loved, find it here and share the link with your colleagues. Learn More White Papers White Papers WHITE PAPERS Dive into digital finance transformation. Explore the future of accounting over a cup of coffee with our curated collection of white papers and ebooks written to help you consider how you will transform your people, process, and technology. Learn More FEATURED CONTENT White Paper 12 KEYS TO FINANCIAL OPERATIONS EXCELLENCE Blog Blog BLOG Stay on top of the latest accounting trends. BlackLine Magazine provides daily updates on everything from companies that have transformed F&A to new regulations that are coming to disrupt your day, week, and month. Check back often for the latest commentary and guidance. Learn More FEATURED CONTENT Blog EXPLORE THE LATEST IN F&A INNOVATIONS. Accounting Glossary Accounting Glossary ACCOUNTING GLOSSARY Brush up on key accounting terms. Whether you're new to F&A or an experienced professional, sometimes you need a refresher on common finance and accounting terms and their definitions. BlackLine's glossary provides descriptions for industry words and phrases, answers to frequently asked questions, and links to additional resources. Learn More FEATURED CONTENT Guide YOUR GUIDE TO KEY F&A TERMS AND DEFINITIONS. Developer Portal Developer Portal DEVELOPER PORTAL Integrate your accounting operations with open APIs. Our API-first development strategy gives you the keys to integrate your finance tech stack - from one ERP to one hundred - and create seamless data flows in and out of BlackLine. Learn More FEATURED CONTENT Guide EXPLORE OUR APIS TO MAXIMUM INTEGRATION. About About Company Company About BlackLine About BlackLine ABOUT BLACKLINE Since our founding in 2001, BlackLine has become a leading provider of cloud software that automates and controls critical accounting processes. Companies come to BlackLine because their traditional manual accounting processes are not sustainable. We help them move to modern accounting by unifying their data and processes, automating repetitive work, and driving accountability through visibility. Learn More Leadership Leadership LEADERSHIP BlackLine's leadership team is built on experience and expertise. Every executive is committed to ensuring transformational success for every customer. Learn More Diversity, Equity & Inclusion Diversity, Equity & Inclusion DIVERSITY, EQUITY & INCLUSION At BlackLine, we live by these tenets and always put people first. We are committed to fostering an environment where differences are valued and practices are equitable. Learn More Environmental, Social & Governance Environmental, Social & Governance ENVIRONMENTAL, SOCIAL & GOVERNANCE BlackLine is committed to doing our part to create a more sustainable and equitable world, from setting high environmental standards in all BlackLine workplaces to supporting employee health and wellbeing, building strong relationships with suppliers from underrepresented communities, protecting customers’ data security and privacy and giving back to the community. Learn More In the News In the News IN THE NEWS Explore original-content media coverage, commentary and analysis of BlackLine at top-tier business, trade, local and vertical media outlets, as well as contributed articles written by BlackLine experts and placed with leading media organizations. Learn More Press Releases Press Releases PRESS RELEASES Stay up to date on the latest corporate and high-level product developments at BlackLine. Here you will find a one-stop resource listing recent and historical news items, including announcement of new clients/partners, awards, new offices/facilities, personnel appointments/ changes, major software enhancements, executive speeches and upcoming events. Learn More Investors Investors INVESTORS BlackLine is a high-growth, SaaS business that is transforming and modernizing the way finance and accounting departments operate. Our cloud software automates critical finance and accounting processes. We empower companies of all sizes across all industries to improve the integrity of their financial reporting, achieve efficiencies and enhance real-time visibility into their operations. Learn More Awards & Recognition Awards & Recognition AWARDS & RECOGNITION In addition to accolades for the quality, performance and benefits of our software, BlackLine has been the recipient of many industry awards recognizing the fast growth of the company, outstanding achievements of members of the management team and exceptional customer service. Learn More Careers Careers TAKE THE NEXT STEP IN YOUR CAREER. Wondering what it's like to work at BlackLine? Don't take our word for it. We've been voted Best Place to Work by Inc. Magazine four years in a row. Built in LA ranks us in their top 20 best places to work in LA. Better still? We have in-office and remote-work openings all over the world. Explore Careers FEATURED CONTENT Explore BE A LEADER. JOIN THE LEADER. Partners Partners Consulting Alliances Consulting Alliances CONSULTING ALLIANCES Delivering Succesful Digital Transformations Global and regional advisory and consulting firms bring deep finance domain expertise, process transformation leadership, and shared passion for customer value creation to our joint customers. Our consulting partners help guide large enterprise and midsize organizations undergoing digital transformation by maximizing and accelerating value from BlackLine’s solutions. Learn More Solution Provider Partners Solution Provider Partners SOLUTION PROVIDER PARTNERS Guiding Customers to Long-Term Success BlackLine’s Solution Providers are experienced business software resellers who know and understand the finance and accounting function and the associated challenges that organizations face. They ensure our customers’ success with BlackLine from the initial solution validation process through deployments and long-term customer care and long-term success. Learn More Software & Cloud Partners Software & Cloud Partners SOFTWARE & CLOUD PARTNERS Integrate Your Finance Tech Stack BlackLine and our ecosystem of software and cloud partners work together to transform our joint customers’ finance and accounting processes. Together, we provide innovative solutions that help F&A teams achieve shorter close cycles and better controls, enabling them to drive better decision-making across the company. Learn More Business Process Outsourcers Business Process Outsourcers BUSINESS PROCESS OUTSOURCERS Driving Automation with Your Outsourcing Provider BlackLine partners with top global Business Process Outsourcers and equips them with solutions to better serve their clients and achieve market-leading automation, efficiencies, and risk control. By outsourcing, businesses can achieve stronger compliance, gain a deeper level of industry knowledge, and grow without unnecessary costs. Learn More English English Français Deutsch Español 日本語 Bahasa Dansk Nederlands Norsk Svenska Suomi ภาษาไทย Schedule Demo Language Français Deutsch Español 日本語 Bahasa Dansk Nederlands Norsk Svenska Suomi ภาษาไทย BLACKLINE PRIVACY POLICY Last Modified: December 15, 2022 BlackLine Privacy Statement This BlackLine Privacy Statement (“Statement”) describes how we collect, use, share and otherwise process information relating to an identified or identifiable individual or household (“Personal Data”), and explains your related rights regarding our processing of your Personal Data. A reference to “BlackLine,” “we,” or “us” is a reference to BlackLine Systems, Inc., 21300 Victory Blvd 12th Floor, Woodland Hills, CA 91367 and the relevant affiliate involved in the processing activity. 1. PROCESSING ACTIVITIES COVERED This Statement applies to the processing of Personal Data collected by us when you: * Visit our public website at www.blackline.com (“Public Website”); * Use our cloud products and services as an authorized user (for example, as an employee of one of our customers who provided you with access to our services), whether through our hosted service website or any of our mobile apps or otherwise (“Hosted Service”); * Receive communications from us, including emails, phone calls, or SMS; * Visit our offices; or * Register for, attend and/or otherwise take part in our events or webinars. BlackLine is the controller of your Personal Data as described in this Statement, unless expressly specified otherwise, and may act as a joint controller with its EU affiliates for the Personal Data of EU customers and prospects. We may process Personal Data submitted by or for a customer to our Hosted Service. To this end, we process such Personal Data in the role of a processor on behalf of a customer (and/or its affiliates) who is the controller of the Personal Data concerned. Our Hosted Service permits customers to share and manage information by uploading and submitting data or content that can be shared, stored, and accessed through the Hosted Service (“Customer Data”). This Statement does not cover Customer Data, including any Personal Data contained in it. Customers control the nature of Customer Data and are the data controllers. We are a data processor of such Customer Data, which means we only use it as directed by our customers. 2. WHAT PERSONAL DATA DO WE COLLECT DIRECTLY FROM YOU? The Personal Data we collect directly from you may includes identifiers, professional or employment-related information, financial account information, commercial information, visual information, internet activity information and inferences drawn from any of the above information categories. We collect such information in the following situations: PUBLIC WEBSITE INFORMATION COLLECTION Information Collected As you navigate the Public Website, BlackLine may collect information such as your Internet Protocol (IP) address, Web browser information and your actions while on the Public Website. This information will be collected, if at all, through the use of commonly-used information-gathering tools, such as cookies and web beacons. Standing alone, this information does not directly identify you personally. You can configure the types of cookies that will be active while browsing with the consent manager accessible from our Public Website. When expressing interest in BlackLine’s products or services, or using our “Contact Us” or similar features, you may have the option to provide contact information such as your name, job title, organization name, address, e-mail address, or phone number. You may also have the option of engaging in a “live chat” or other form of interactive communication, during which BlackLine may collect a record of information disclosed by you. Providing this optional information is voluntary on your part, and in the absence of providing such information you remain anonymous to BlackLine. Use of Information Collected We use your information, including your Personal Data, for the following purposes: * To provide our Public Website and other services to you, to communicate with you about your use of our Public Website and services, to diagnose technical problems, to respond to your inquiries and for other customer service purposes. * To tailor the content and information that we may send or display to you, to offer location customization, and personalized help and instructions, and to otherwise personalize your experiences while using the Public Website. * To send you marketing information, product recommendations and other non-transactional communications (e.g., marketing newsletters) about us, including information about our products and services, promotions, special offers or events as necessary or to otherwise contact you about products or information we think may interest you. You can opt out of being contacted by us for marketing or promotional purposes by following the instructions in marketing emails we send or by using the information in the “Contacting BlackLine” section, below. Additional restrictions on BlackLine being able to send you marketing information may apply depending on the jurisdiction. * To better understand how individuals access and use our Public Website, both on an aggregated and individualized basis, in order to improve our Public Website and services and respond to user desires and preferences, and for other research and analytical purposes. Automated Decision Making We may use automated decision making to display or send recommendations and personalized offers to you based on your Personal Data, which may include your browsing history, geographic location, employer, job title, and other non-sensitive data. In cases where information has been limited to a certain area through automated decision making based on your Personal Data, we will present you with the option to view more general information outside of that area that has not been limited. Third Party Links The Public Website may contain links to other web sites or third-party applications such as Facebook, Twitter, LinkedIn or YouTube. BlackLine is not responsible for the privacy practices or the content of these other web sites or applications, and we advise you to refer to the policy statements of these third parties to understand how they collect and use information. HOSTED SERVICE INFORMATION COLLECTION BlackLine collects information, including Personal Data, from users of the Hosted Service (“User Information”). “User Information” does not include Customer Data. Access to the Hosted Service is subject to the terms and conditions of a Master Subscription Agreement or similar agreement between BlackLine and the party or entity that has subscribed to the Hosted Service. Any User Information provided through the Hosted Service will be subject to this Statement, unless otherwise specified in the Master Subscription Agreement. Information Collected The User Information that we collect from you in connection with the Hosted Service includes the following: * In order for a user to access the Hosted Service, a user may submit Personal Data to the Hosted Service (e.g., user first and last name and e-mail). * Information about your device and your usage of the Hosted Service through cookies, web beacons, log files or similar technologies, such as IP addresses or other unique identifiers, which may qualify as Personal Data. * User profile information voluntarily provided by users, for example a phone number or profile picture. * If you request customer support, we may require that you provide to us your contact information, such as your name, job title, company name, address, phone number, and/or email address. Use of Information Collected BlackLine uses User Information for the purpose of providing, maintaining, supporting and improving the Hosted Service, maintaining security, for authentication purposes, processing customer payments, communicating with you about your use of the Hosted Service, responding to communications from you, diagnosing and responding to technical or service problems, handling support requests, providing technical support and other customer service and support purposes, and for other research and analytical purposes. We may process Personal Data that you provide to us for the purpose of subscribing to our Trust site notifications (e.g., name, email and mobile phone) (“Notification Data”). The Notification Data may be processed for the purposes of sending you requested relevant notifications (including emails and SMS messages). The legal basis for this processing is consent. You can unsubscribe at any time (see Section 6 “Your Rights” below). If you voluntarily submit certain information to our services, such as filling out a survey about your user experience, we collect the information you have provided as part of that request. In addition, BlackLine uses User Information to assess and identify potential customer opportunities and send marketing information, product recommendations and other non-transactional communications (e.g., marketing newsletters) about us, including information about our products and services, promotions, special offers, educational webinars, best practice summits or other events, or to otherwise contact you about products or information we think may interest you. You can opt out of being contacted by us for marketing or promotional purposes by following the instructions in marketing emails we send or by using the information in the “Contacting BlackLine” section, below. Additional restrictions on BlackLine’s ability to send you marketing information may apply depending on jurisdiction. Please note that opting-out of marketing communications does not affect your receipt of business communications that are important to your interaction with BlackLine, such as communications about your subscriptions, service announcements, support/service communications, security updates, event registration updates or account management communications. BLACKLINE EVENTS INFORMATION COLLECTION For the purposes of this Statement, a “BlackLine event” includes any conference, webinar, forum, seminar or workshop, whether taking place virtually or in-person. Information Collected If you register for a BlackLine event, we may require that you provide to us your contact information, such as your name, job title, company name, address, phone number, and/or email address. You may also be required to provide your financial and billing information (such as billing name and address, and credit card number). If you attend a BlackLine event, we may with your further consent scan your attendee badge, which will provide us your information, such as name, title, company name, address, phone number and email address. Use of Information Collected By registering for a specific BlackLine event, you agree to BlackLine’s processing of the Personal Data you submit as part of registration for the following purposes: * to communicate with you regarding the specific BlackLine event for which you registered or that you attend; * to perform our contract with you; * for our internal reporting purposes; * as reasonably necessary for the management, support and organization of the specific BlackLine event for which you registered or that you attend; * for any other purpose to which you consent in connection with the specific BlackLine event for which you registered or that you attend; and * for research and analytical purposes. If you have provided payment information to us, we process your Personal Data to verify that information and to collect payments to the extent that doing so is necessary to complete a transaction and perform our contract with you. Disclosure of Information Collected If you register for a specific BlackLine event, BlackLine may disclose the Personal Data you submit as part of registration to: * sponsors, partners and co-organizers (collectively, “Sponsors”) of the BlackLine event as reasonably necessary for the management and organization of the specific BlackLine event for which you registered or attended; * third-party service providers assisting BlackLine with the specific BlackLine event, subject to contractually agreed conditions of confidentiality and security; or * other third-parties for which you consent to disclosure in connection with the specific BlackLine event for which you registered or attended. Event Sponsor Space Lists * Live Events: Forum event attendees are provided with badges having bar codes that may be scanned at Sponsor booths or sponsored activities or sessions (collectively, “Sponsor Booth”). If you allow your attendee badge to be scanned at a Sponsor booth, then you are consenting to allowing your contact information (first name, last name, title, company, email, phone, address, country) to be transferred to any Sponsor that scans the badge. In these circumstances, your information will be subject to such Sponsor’s privacy statement. * Virtual Events: If you choose to visit a Sponsor’s virtual space/virtual booth/virtual session, then your contact information (first name, last name, title, company, email, work phone, work address, work state, work zip code, country) is transferred to the Sponsor in real-time. In these circumstances, your information will be subject to such Sponsor’s privacy statement. OFFICE VISITOR INFORMATION COLLECTION If you visit our offices, you may be required to register as a visitor and to provide your name, email address, phone number, company name, and title. We use this information for security reasons, to register visitors to our offices and to manage non-disclosure agreements that visitors may be required to sign, to the extent such processing is necessary for our legitimate interest in protecting our offices and our confidential information against unauthorized access. OTHER PERSONAL DATA COLLECTION If you submit questions, requests, other communications to us via forms, email, or other communication media, we may collect contact information, such as a name, job title, company name, address, phone number or email address. We process such Personal Data to respond to questions, requests and other communications from you. If you express an interest in obtaining additional information about our services or if our marketing, sales, or business development teams send communications to you or reach out to you via telephone, we may process Personal Data you provide to us, including your name, phone number, email address, postal address, country, job title, job function, company name, or IP address. We process Personal Data to respond to your communications, to deliver relevant email content, for research and analytical purposes and to send you marketing information, product recommendations and other non-transactional communications about us, including information about our products and services, promotions, special offers or BlackLine events as necessary or to otherwise contact you about products or information we think may interest you. If you communicate with us via a phone or video call, we may record and transcribe that call in accordance with applicable law, for training, quality assurance and administration purposes, but only if we’ve informed you of this beforehand and giving you the opportunity to not have the call recorded. You can opt out of being contacted by us for marketing or promotional purposes by following the instructions in marketing emails we send or by using the information in the “Contacting BlackLine” section, below. Additional restrictions on BlackLine being able to send you marketing information may apply depending on the jurisdiction. 3. PERSONAL DATA WE COLLECT FROM OTHER SOURCES We also collect information about you from third parties and publicly available sources, and combine this information with Personal Data provided by you. The Personal Data we collect from other sources includes identifiers, professional and employment-related information, education information, commercial information, visual information, internet activity information and inferences about preferences and behaviors. 4. WHO DO WE SHARE PERSONAL DATA WITH? We may disclose the following categories of Personal Data for our business purposes: identifiers, professional and employment-related information, education information, commercial information, visual information, internet activity information, financial information, and inferences drawn from any of the above information categories. Unless expressly specified otherwise, BlackLine will not share your Personal Data or User Information with third parties except as follows: * Affiliates. We may disclose Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Statement. * Business Transfers. If we are acquired by or merged with another company, if we are involved in a reorganization or other fundamental corporate change, or if substantially all of our assets are transferred to another company, or as part of a bankruptcy proceeding, we may transfer the Personal Data we have collected to the other company. * In Response to Legal Process. We also may use and disclose Personal Data we collect from you in order to comply with the applicable laws, or a judicial proceeding, court order, or other legal process, such as in response to a court order or a subpoena or to meet national security or law enforcement requirements. * To Protect Us and Others. We also use and may disclose Personal Data we collect where we believe it is necessary in order to investigate, prevent or take action regarding actual or suspected illegal activities, violations of any contract or policy, or as evidence in litigation in which BlackLine is involved. * Service Providers, Contractors and Agents. We may disclose Personal Data to our third-party service providers, contractors and agents who assist us in business and technical operations. They provide services relating, but not limited to, IT and system administration and hosting, billing, financial transactions, customer support, internet and connectivity, marketing, BlackLine event organizing, or security pursuant to the legal bases described below. * Professional Advisors. In individual instances, we may share your Personal Data with professional advisors (including lawyers, bankers, auditors and insurers) who provide consultancy, banking, legal, insurance and accounting services, and to the extent we are legally obligated to share or have a legitimate interest in sharing your Personal Data. * Affiliated Customer. If you are an authorized user of the Hosted Service, we may disclose Personal Data to your affiliated customer responsible for your access to the Hosted Service. * Anonymous and De-Identified Information. We may share anonymous or de-identified information about users or usage data with third parties for the purpose of helping BlackLine in such analysis and improvements or for marketing, advertising, research or similar purposes. Additionally, BlackLine may share such anonymous or de-identified information about users or usage data on an aggregate basis in the normal course of operating our business (e.g., we may share information publicly to show trends about the general use of our services). For more information, please contact us by using the information in the “Contacting BlackLine” section, below. 5. COOKIES Regarding our use of Cookies, please follow this link to our cookies policy here. 6. YOUR RIGHTS You may have certain rights relating to your Personal Data, subject to local Data Protection Laws. “Data Protection Laws” means all laws and regulations (including, without limitation, the EU General Data Protection Regulation or “GDPR” and the California Consumer Privacy Act of 2018 or “CCPA”), applicable to our processing of your Personal Data under this Statement. We have provided a summary below, but since some of the rights are complex, not all of the details have been included. We encourage you to read the relevant laws and guidance from the regulatory authorities for a full explanation of these rights. Depending on the applicable Data Protection Laws these rights may include the right to: * Access your "Personal Data" held by us, * Know more about how we process your "Personal Data", * Rectify inaccurate "Personal Data" and, taking into account the purpose of processing the "Personal Data", ensure it is complete, * Erase or delete your "Personal Data", subject to certain exceptions, * Restrict our processing of your "Personal Data" (e.g., limit the use or disclosure of “sensitive personal information” as defined in the CCPA), * Transfer your "Personal Data" to another controller, to the extent possible, * Object to any processing of your "Personal Data", * Opt-out of certain disclosures of your "Personal Data" to third parties (e.g., opt-out of “selling” or “sharing” of personal information as those terms are defined in the CCPA), * If you’re under the age of 16, or such other applicable age of consent for privacy purposes in relevant individual jurisdictions, opt-in to certain disclosures of your "Personal Data" to third parties, * Not be discriminated against for exercising your rights described above, * Not be subject to a decision based solely on automated processing, including profiling, which produces legal effects (Automated Decision-Making), and * Withdraw your consent at any time (to the extent we base processing on consent), without affecting the lawfulness of the processing based on such consent before its withdrawal. The CCPA require businesses to disclose whether they “sell” or “share” Personal Data, as those two terms are defined in the CCPA. We do not “sell” or “share” your Personal Data. We may share your Personal Data with third parties or allow them to collect your Personal Data if those third parties are authorized service providers, contractors or business partners who have agreed to our contractual limitations as to their retention, use, and disclosure of your Personal Data, or if you use our sites, services or systems to interact with third parties or direct us to disclose your Personal Data to third parties. See Section 4 (Who Do We Share Personal Data With?) above. California law permits residents of California to request certain details about what Personal Data a company shares with third parties for the third parties’ direct marketing purposes. BlackLine does not share your Personal Data with third parties for the third parties’ own and independent direct marketing purposes. If you have any questions about what Personal Data BlackLine may share with third parties that are not already answered in this Policy, please contact BlackLine at: PrivacyRequest@blackline.com. Financial Incentives: We will not discriminate against you, in any manner prohibited by applicable law, for exercising your rights specified in Section 6 (Your Rights) above. However, if you are a prospective customer, we may offer you certain financial incentives permitted by the CCPA. Please review our CCPA Financial Incentives Notice available here for more information. 7. HOW TO EXERCISE YOUR RIGHTS To exercise your rights, please contact us by using the information in the “Contacting BlackLine” section, below. Your Personal Data may be processed in responding to these rights. We respond to all legitimate requests within a reasonable timeframe consistent with applicable Data Protection Laws unless otherwise required by law. To the extent permitted under applicable law, we will contact you if we need additional information from you in order to honor your request or verify your identity. You may authorize another person (your “agent”) to submit a request on your behalf. If an authorized agent will be submitting a request for you, please contact us by using the information in the “Contacting BlackLine” section below. Please note that we are required to verify that your agent has been properly authorized to request information on your behalf (e.g., by asking your agent to provide us with a copy of your written authorization designating them as your authorized agent) and this may take additional time to fulfill your request. You may unsubscribe from our marketing communications by either clicking on the “unsubscribe” link located at the bottom of our e-mails; updating your communication preferences; or contacting us using the information in the “Contacting BlackLine” section below. If you are an employee of a BlackLine customer, we recommend you contact your employer’s system administrator for assistance in accessing, correcting, updating or deleting your Personal Data in our Hosted Service. 8. GENERAL PROVISIONS APPLICABLE TO ALL PERSONAL DATA We process your Personal Data on one of the following legal bases: * Performance of a contract. When you or your company enter into an agreement with us, we will process your Personal Data to fulfill the terms of our contract (for example, the Hosted Service). * Legitimate interests. We may use your Personal Data for our legitimate interests provided that our legitimate interests are not outweighed by any prejudice or harm to your rights and freedoms, including: * improving our products and services and the content on our Public Website or Hosted Service (for example to manage our network, improve the service, and better tailor the features, performance and support of the service); * operating and administering our Public Website and the Hosted Service; * promoting the safety and security of the Public Website and the Hosted Service; * fulfilling your requests and communicating with you when you contact us; and * marketing and promoting the Hosted Service. * Consent. In some cases, you will give us consent to use your Personal Data for a specific purpose. For example, we will rely on your consent to use technical information such as cookie data. * Legal obligations. We may be required to process your Personal Data to comply with our legal obligations. Retention and Storage of Information Collected In accordance with the data minimization and purpose limitation principles, BlackLine will store your Personal Data for as long as reasonably necessary, and only for as long as required to fulfill the purposes of processing your Personal Data. Notwithstanding the foregoing, we may retain your Personal Data if such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person. If we process your Personal Data, it may be erased automatically, or saved in a format which does not allow any direct conclusions to be drawn as to your identity as soon as the last specific purpose has been fulfilled. Sensitive Information We will not intentionally collect or process, and do not want you to provide, any sensitive Personal Data, including: * Personal Data that reveals your racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership; * genetic or biometric data; * data concerning your medical or health condition; and * data concerning your sex life or sexual orientation. Children’s Online Privacy Protection Neither the Public Website nor the Hosted Service are designed for or directed to children. We do not intentionally collect or maintain information about anyone under the age of 16. If you believe that we have collected Personal Data from a child under the age of 16, please contact us by using the information in the “Contacting BlackLine” section below, and we will make reasonable efforts to delete such information from our records. Security We take precautions including organizational, technical and physical measures designed to safeguard against the accidental or unlawful destruction, loss, alteration and unauthorized disclosure of, or access to, the Personal Data we process or use. If you have any questions about the security of Personal Data, please contact us by using the information in the “Contacting BlackLine” section, below. International Transfer of Personal Data Your Personal Data may be collected, transferred to and stored by us in the United States and by our affiliates and third-parties disclosed in Section 4, above, that are based in other countries. Therefore, your Personal Data may be processed outside your jurisdiction, including in countries and jurisdictions that are not subject to an adequacy decision by the European Commission or your local legislature or regulator, and that may not provide for the same level of data protection as your jurisdiction. We have implemented safeguards to ensure an adequate level of data protection where your Personal Data is transferred outside of your country or jurisdiction. Do Not Track Requests Certain web browsers have incorporated a “Do Not Track” feature. This feature, when turned on, sends a preference to the websites you visit indicating that you do not wish to be tracked. Those sites (or the third-party content on those sites) may continue to engage in activities you might view as tracking even though you have expressed this preference, depending on the sites’ privacy practices. Because there is not yet a commonly-accepted standard on how to interpret Do Not Track requests, BlackLine does not currently respond to browser Do Not Track requests on its websites or online services. Changes to this Privacy Statement BlackLine reserves the right to change this Statement as necessary or advisable to accommodate changes to the law, technology, our operations or other circumstances. We encourage you to periodically review this notice for the latest information on our privacy practices. Contacting BlackLine If you have any questions about this Statement or our privacy practices, or if you have a disability and need to access this Statement in a different format, please contact us at PrivacyRequest@blackline.com. You may also contact us by postal mail at: BlackLine Systems, Inc. 21300 Victory Blvd., 12th Floor Woodland Hills, CA 91367 Attn: Data Protection Officer THE FUTURE OF ACCOUNTING IS HERE Schedule a Demo SOLUTIONS FINANCIAL CLOSE MANAGEMENT * Account Analysis * Account Reconciliations * Compliance * Consolidation Integrity Manager * Journal Entry * Modern Accounting Playbook * Smart Close * Task Management * Transaction Matching * Variance Analysis * Financial Reporting Analytics ACCOUNTS RECEIVABLE AUTOMATION * AR Intelligence * Cash Application * Collections Management * Credit & Risk Management * Disputes & Deductions * Team & Task Management INTERCOMPANY FINANCIAL MANAGEMENT * Intercompany Non-Trade * Intercompany Net & Settle * Intercompany Balance & Resolve RESOURCES * Events * Webinars * On-Demand Webinars * Blog * Accounting Glossary * White Papers * Videos * Product Support * Partner Portal * Developer Portal COMPANY * About BlackLine * Leadership * Diversity, Equity & Inclusion * Careers * Press Releases * In The News * Awards * Contact Us * Request a Demo * * * * * Trust is in the Balance™ * System Status * Corporate Responsibility * Privacy Policy * Cookies Settings * Cookie Policy * GDPR * © 2023 BlackLine Inc. 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