Third Quarter 2025
November 6th, 2025
WHO WE ARE
Champions of strategic accounting and finance transformation
Market Leader with Large s Underpenetrated
$45B TAM
OUR WINNING ASPIRATION
To inspire, power, and guide digital finance transformation
Compelling Land s Expand Model
Durable Business Model with Investment in Profitable Growth
BlackLine
At a Glance
$45B
Total Market Opportunity
$685M 7% YoY Growth
Q3'25 Annual Recurring Revenue
21%
Q3'25 Non-GAAP Operating Margin
$152M 22% Margin
LTM Free Cash Flow
Indispensable Platform for the CFO
End-to-End Record-to-Report and Invoice-to-Cash Automation
AI-Powered Innovation
BlackLine's data unification and analytics capabilities make it an
ideal platform for building a trusted AI foundation
4,400+ Global Customers
Over 385,000 global BlackLine users in 100+ countries
Trusted by 60%+ of the Fortune 500
Powering the digital finance transformation behind over
$47T in global market capitalization
Strong Global Partner Ecosystem
Strategic SAP reseller partnership supported by global consulting alliances, C-suite influence, and robust enablement
The Office of the CFO
Invoice-to-Cash
Intercompany
Internal
Reporting
External Reporting
Financial Planning
Financial Close
Consolidation
Tax Mgmt.
Treasury Mgmt.
Financial Data
By being positioned upstream within the Office of the CFO, BlackLine is uniquely able to ensure comprehensive control, enhanced visibility, and seamless data integrity-offering the most integrated and interconnected financial processes.
Market Leader with Large s Underpenetrated TAM
BlackLine's core finance and accounting process area - Record-to-Report and Invoice-to-Cash - constitute a large, underpenetrated, and strategic addressable market.
Record-to-Report
Invoice-to-Cash
$45BTotal Addressable Market
$34B
$11B
Financial Close Intercompany Consolidation
Invoice-to-Cash
Comprised of over 160,000 companies across BlackLine's target markets in North America, Europe, and Asia-Pacific
Source: Dun & Bradstreet, Company estimates.
6 Note: Record-to-report TAM excludes financial reporting and Public Sector.
The Future-Ready Platform for the Office of the CFO
AI-powered solutions enable future-ready financial operations that are accurate, efficient, and intelligent.
Business Processes
Record-to-Report Invoice-to-Cash
Audit s Compliance
Hire-to-Retire Acquire-to-Retire s morє…
Record-to-Report
Studio360
Intercompany Financial Close s Consolidation Invoice-to-Cash
Create Account Analysis/Reconciliations Journal Entry eInvoicing s Payments
Balance s Resolve Transaction Matching Journals Risk Analyser Cash Application
Net s Settle Reporting s Analysis Task Management AR Management
Integrate Orchestrate Visualize Blueprint Control
Excel, Databases s Other Files
Data Sources
Banking s Financial Systems
ERP Systems Landscape
Delivering Autonomous Finance with VerityTM
BlackLine's AI strategy combines AI and automation to unlock unprecedented value for finance and accounting teams, delivering
accurate, efficient, and intelligent financial operations.
TM
Agentic Experiences
Deploy a 'digital workforce' of AI agents to autonomously manage complex, end-to-end workflows like account reconciliations and cash collections.
Proactive Analysis
Move teams beyond historical reporting by proactively analyzing data to forecast trends and mitigate financial risk before issues escalate.
Intelligent Insights
Provide immediate, accurate insights across all your financial data, reducing the need for
manual investigation and ad-hoc reporting.
Flux
Next-Generation Process Automation
Enhance BlackLine's core solutions with a new layer of intelligence, mastering high-volume, complex processes with greater speed and accuracy.
Automated Content Generation s Summarization
Accelerate the financial reporting cycle by automatically drafting financial narratives and creating instant summaries of complex supporting documents.
Numerous Levers to Drive Sustained Growth
New Customers
Lead new customers on their accounting and finance transformations
Partner Ecosystem
Deepen and extend partner relationships
Platform s Packaging
Simplified and standardized packaging with unlimited users that scales
Customer Expansion
Standardized price structure across product pillars simplifies cross-sell motion and drive sales of strategic solutions
Sustainable,
Profitable Growth
New Markets
Entering the Public Sector space and expand international presence
Functional Adjacencies
Expand to relevant adjacencies through leading innovation and strategic M&A
Ideal Candidates for Digital Finance Transformation
We have carefully defined our target markets and are targeting complex global enterprises and expanding our reach beyond smaller mid-market segments. We see robust new logo and expansion opportunities across our global enterprise and mid-market segments.
Mid-Market
~50% of Customers; ~25% of ARR
Faster Sales Cycle Opportunity to Grow with the Customer
Rapid, Simpler Implementations
Significant Global Mid-Market Opportunity
Enterprise
~50% of Customers; ~75% of ARR
Larger Software Budgets Longer Contract Lengths Strong Retention Trends
Greater Capacity for Expansion
Public Sector
<1% of Customers s ARR
Large, Sticky Install Base
Excellent BlackLine Positioning with Commercial Counterparts
Best-in-Class Partner Relationships
> $ 1 0 0 M
T A R G E T C U S T O M E R R E V E N U E
$ 7 5 0 M $ 5 0 0 B +
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Blackline Inc. published this content on November 06, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 06, 2025 at 22:23 UTC.
