to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy course
213 students
Advance your finance administrator 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 specialists. 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 practical insights on how to configure the necessary bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this course, you’ll quickly Advance your finance administrator skills and will be able to build automated daily processes that keep your financial information precise and instantly updated across all documents and systems. You’ll be equipped with the skills to improve operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive course
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways to improve finance administrator skills and resolve the problems of document-based processes by automating them
- How to put a regular finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees handling document-heavy tasks they want to streamline
- Anyone looking for ways to gain valuable skills in workflow automation for career development
Start learning today
Sign now for free
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and trustworthy financial information. Additionally, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, analyze data, and create reports. Their work is important to helping businesses understand their economic situation so they can make informed strategic decisions.
Usually, our course takes about 3 hours. However, you may need additional time to gain the necessary automation skills 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 forget to practice your newly acquired knowledge right after completing your training to Advance your finance administrator skills, solidify your expertise as a user, and start automating repeating financial processes.
This course describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create forms, pre-populate them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal effort from your side.
In addition to ongoing training in accounting and budgeting, it’s paramount for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most valuable finance administrator skills to keep sharp. airSlate Academy provides this course specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for improving finance administrator skills, are offered cost-free. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel 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.