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Advance your basic financial skills in workflow automation and Excel your career with airSlate Academy course
213 students
Advance your basic financial skills with our comprehensive course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This course is a detailed overlook of document workflow automation particulars for finance professionals. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and increase the accuracy and efficiency of your work.
By completing this course, you’ll quickly Advance your basic financial skills and will be able to set up automated daily processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive course
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways to improve basic financial skills and resolve the difficulties of document-based operations by automating them
- How to put a regular finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members dealing with document-heavy tasks they want to streamline
- Anyone searching for ways to obtain valuable skills in workflow automation for career growth
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Questions & answers
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This course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal involvement from your side.
Besides ongoing training in accounting and budgeting, it’s essential for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial basic financial skills to keep sharp. airSlate Academy provides this course specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving basic financial skills, are provided cost-free. We aim to equip experts with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Workflow automation can drastically benefit finance professionals and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and adequate financial data. Furthermore, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping organizations comprehend their economic condition so they can make informed strategic decisions.
Usually, our course takes about 3 hours. However, you may need extra time to master the necessary automation expertise if it’s your first time with our solution. Take things slow and join other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your course to Advance your basic financial skills, solidify your expertise as a user, and start automating repeating financial processes.