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BlackLine Is Quietly Building an AI Accounting Powerhouse—Will Strategic Acquisitions Pay Off?

BlackLine, a provider of financial automation solutions, has showcased steady progress in its transformation initiative over the past couple of years. During the fourth quarter of 2025, BlackLine reported an 8% growth in total revenue, reaching $183 million. The company’s transformation strategy, focusing on repositioning its solutions for the CFO rather than just controllers, appears to have been successful, as evidenced by an increase in bookings and a notable rise in its engagement with Fortune 100 companies, now serving around 70% of them. The company’s shift to a platform pricing model has been integral to its growth, allowing BlackLine to better align with customer needs by focusing on outcomes rather than subscription volume. A significant portion of growth can be attributed to the increased adoption of strategic products such as Intercompany and Invoice-to-Cash solutions. This strategy change has contributed to a record bookings growth of 22% for the year.