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Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Advance your finance administrator skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human participation. You will get practical insights on how to configure the essential bots to put routine tasks on autopilot and increase the accuracy and efficiency of your work.
By finishing this free course, you’ll quickly Advance your finance administrator skills and will be able to set up automated everyday processes that keep your financial information accurate and promptly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What document-based operations need automation to guarantee the accuracy of financial transactions
- Ways to improve finance administrator skills and overcome the challenges of document-based processes by automating them
- How to put a regular financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees managing document-heavy operations they want to improve
- Anyone searching for ways to obtain valuable skills in workflow automation for career development
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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.
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Apart from ongoing training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in working 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 offers this free course specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
Generally, our free course takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and sign up for 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 training to Advance your finance administrator skills, solidify your expertise as a user, and start automating repeating financial operations.
In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance administrator skills, are available totally free. We aim to equip experts with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is crucial to helping companies understand their economic status so they can make informed strategic decisions.
This free course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-populate them with CRM record details, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and adequate financial information. On top of that, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.