The Davey Tree Expert Company provides research-driven tree services, grounds maintenance, and environmental and utility infrastructure consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. As one of the top ten largest employee-owned companies in the U.S., Davey’s 12,000 employees have been dedicated to creating and delivering sustainable solutions since 1880.
Davey Tree automated 15% of reconciliations, saved 45+ hours, and gained real-time visibility into their close–all in the first quarter post-implementation.
Davey Tree’s accounting team faced several roadblocks in their month-end process:
These issues caused unnecessary effort and heightened risk. “We were spending significant time on non-value-add work, like loading data, rather than on critical analysis,” the team shared. The risk of incomplete data or outdated balances further threatened accuracy and compliance.
SandPoint led a structured yet flexible implementation of BlackLine’s Account Reconciliation and Task Management solutions—built to streamline Davey Tree’s close process, reduce risk, and replace manual work.
“Our SandPoint consultants laid out a clear and concise project plan, were very flexible with us, and provided the right level of support. They were great partners–knowledgeable, team-oriented, and supportive throughout critical decision-making.”
– Alex Mirea, Assistant Controller
Phase 1: Discovery & Design
The engagement began with a deep dive into Davey’s existing workflows and system limitations. Together, the teams mapped requirements and designed a scalable solution aligned to Davey’s goals.
Phase 2: Build & Configuration
SandPoint configured reconciliation and task workflows, user access, and SAP connectivity.
Phase 3: Test & Deploy
Davey’s team validated the setup through User Acceptance Testing, with SandPoint providing targeted training and deployment support.
Key Features at a Glance
Since implementation, Davey Tree has seen measurable improvements:
This project marks a turning point in Davey Tree’s financial operations. With BlackLine and SandPoint, the company has laid a strong foundation for scalable, efficient, and auditable close processes and they are just getting started. “This is truly just the beginning for us.”
*Auto-certification is a key advantage of BlackLine, allowing organizations to streamline the account reconciliation process through configurable validation rules aligned with internal policies and controls. Low-risk accounts can be automatically certified, significantly reducing the workload of accounting staff. When discrepancies do exist and require analysis, customizable templates, checklists, and integrated documentation storage help ensure consistency and standardization across the reconciliation process.
“Our SandPoint consultants laid out a clear and concise project plan, were very flexible with us, and provided the right level of support. They were great partners–knowledgeable, team-oriented, and supportive throughout critical decision-making.”
– Alex Mirea, Assistant Controller
Davey Tree partnered with SandPoint Consulting to modernize its month-end accounting process with BlackLine. Within the first quarter, the team saw measurable improvements including 15% reconciliation automation, time savings, and real-time SAP integration—bringing lasting efficiency and stronger internal controls.
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