Self-paced

Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy online course

4
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213 students
Advance your finance administrator skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy online course

About this course

This online course is a comprehensive overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human participation. You will get useful recommendations on how to configure the necessary bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.

By finishing this online course, you’ll quickly Advance your finance administrator skills and will be able to create automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Modules 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 online course

What will you learn?

  • The concept of document workflow automation and its beneficial influence on a company’s finances
  • What document-based operations require automation to ensure the precision of financial transactions
  • Ways to improve finance administrator skills and address the problems of document-based operations by automating them
  • How to put a regular financial workflow on autopilot using no-code bots

Who is this course for?

  • Finance experts and everyone operating in the financial sector
  • Employees handling document-heavy processes they want to simplify
  • Anyone searching for ways to acquire valuable skills in workflow automation for career development

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance administrator skills, are provided cost-free. We aim to equip professionals with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed strategic decisions.

Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and adequate financial data. Additionally, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.

Normally, our online course takes about 3 hours. However, you may need extra time to master the required automation skills if it’s your first time with our product. Take things slow and enroll in other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to Advance your finance administrator skills, solidify your expertise as a user, and start automating recurring financial operations.

Apart from ongoing training in accounting and budgeting, it’s necessary for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance administrator skills to keep sharp. airSlate Academy offers this online course specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.

This online course goes through the particulars of document workflow automation and provides practical insights on how to implement it 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 involvement from your side.