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Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy training
213 students
Advance your finance administrator skills with our comprehensive training in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training is a comprehensive 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 impressive outcomes with minimal human engagement. You will get practical insights on how to set up the essential bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this training, you’ll quickly Advance your finance administrator skills and will be able to build automated daily processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt 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:
- Units explaining the role of workflow automation for finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive training
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What paperwork-based operations require automation to guarantee the precision of financial transactions
- Ways to improve finance administrator skills and address the challenges of document-based operations by automating them
- How to put a typical financial workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees managing document-heavy operations they want to improve
- Anyone searching for ways to obtain valuable skills in workflow automation for career growth
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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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This training goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, pre-fill them with CRM record data, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving finance administrator skills, are offered totally free. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training, 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 handle cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping organizations understand their economic situation so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s necessary for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial finance administrator skills to keep sharp. airSlate Academy provides this training specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
Usually, our training takes about 3 hours. However, you may need more time to master the required automation expertise if it’s your first time with our solution. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training course to Advance your finance administrator skills, solidify your expertise as a user, and start automating routine financial operations.
Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and trustworthy financial data. Furthermore, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.