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Industry: Professional Services
Prior system: Excel
Solution: Account Reconciliations & Task Manager
Benefits: Davey Tree saved over 45 hours in the first quarter by automating 15% of reconciliations and eliminating manual data loads. The team gained real-time visibility into the close process via SAP integration, allowing them to catch errors earlier and strengthen internal controls for improved accuracy and compliance.
Industry: Waste Management
Prior system: TM1
Solution: Finance, CapEx, Global Assumptions
Benefits: Rumpke significantly reduced the time and effort needed for their planning cycle, improved forecast accuracy through driver-based forecasting, and increased executive visibility with monthly reports and real-time data available on company dashboards.
Industry: Food & Beverage
Prior system: SAP BPC
Solution: Workforce Planning, OPEX and Finance
Benefits: CCBCU successfully migrated to a 100% cloud-based environment, eliminating the need for manual system upgrades and on-premise infrastructure. The new solution reduced data entry time through driver-based planning and an automated allocation engine, while providing a scalable model to manage complex compensation and benefits for over 10,000 employees.
BlackLine Verity AI now includes agents that prepare account reconciliations, calculate accruals and apply cash, while accountants review and sign off. With BeyondTheBlack 2026 in Orlando this November and AI governance expected to be the main theme, it helps to know before you go which agents are live today and what your auditors and IT team will ask about them.
This article looks ahead at planning, close, and consolidation technology, deliberately pushing back on inflated near-term automation predictions and grounding its outlook in the most current (2026) analyst research, CFO survey data, and vendor deployment statistics available, before extending the same underlying pattern into an honestly-labeled longer-range outlook. Part of a series marking SandPoint Consulting’s 25th anniversary.
This article traces 25 years of change in financial planning, close, and consolidation technology — from early spreadsheet-and-OLAP hybrid systems through SAP’s acquisition of OutlookSoft, the rise of dedicated close automation, the shift to cloud-native platforms, and today’s AI-assisted forecasting. Each technology era is tied to SandPoint Consulting’s own history guiding clients through these transitions, as part of a series marking the company’s 25th anniversary.
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