Reconciliation standardization and automation

Project overview and objectives

A global pharma company engaged our team to help standardize and automate their reconciliation process through BlackLine. With multiple international locations and the quality of reconciliations varying across regions and teams, we set out to solve:

  • Disparate instances of SAP and multiple chart of accounts (CoA) that required a manual reconciliation process
  • The lack of visibility into reconciliation status and open item aging
  • An ongoing ERP upgrade to S4 HANA, with the CoA review revealing accounts across multiple regions that had never been reconciled

What we did

After aligning on project goals with key stakeholders, we:

  • Analyzed each COA and assisted with regional COA cleanup
  • Developed a global reconciliation policy and procedure, automating and integrating the general ledger and sub-ledgers
  • Established proper reconciliation schedules to increase auto-certification
  • Enabled BlackLine dashboards to enhance reporting


When it was all said and done, we transformed this organizations global policy and procedures, improving enterprise-wide standardization. We also:

  • Created more efficient and high-quality reconciliations
  • Automated data feeds and use of templates for a less tedious, automated reconciliation process
  • Increased visibility into status and timeliness of processes with greater insight into business trending

Is your organization ripe for financial close transformation? Learn more about Clearsulting and BlackLine can help.

Project detail

Financial close

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