What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly retrieve journal entries, reconciliation status, or account balances from BlackLine.
Example
"Get unreconciled journal entries for GL account 5001."
Memory Recall
Retrieve financial close activity logs and task completion history.
Example
"Show BlackLine closing task completion logs for March."
Instant Reaction
Alert finance when BlackLine task certification is overdue.
Example
"Notify controller if journal entry approval is delayed by 2+ days."
Autonomous Routine
Monitor closing tasks, reconciliations, and workflow deadlines.
Example
"Send weekly close calendar status report."
Agent-Initiated Action
Escalate or auto-remind responsible users.
Example
"Remind assignee if task isn’t completed 12 hours before deadline."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
NetSuite
Sync financial records and audits
Slack
Notify finance on closed periods
Excel
Export account reconciliation results
Try It with Your Agent
Example Prompt:
"When a BlackLine reconciliation closes, notify finance via Slack and export data to Excel."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect BlackLine in Fastn UCL: Navigate to the Connectors section and select BlackLine, then click Connect.
2
Authenticate with your BlackLine credentials to authorize financial close data access.
3
Enable “create_task” and “check_balance” in the Actions tab.
4
Use the AI Agent to manage close processes or validate accounts by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
