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

In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance director skills, are provided totally free. We aim to equip professionals with the knowledge 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 manage cash flow situations and tasks associated with the financial health of a business. They take care of financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping companies understand their economic situation so they can make informed and impactful decisions.

Usually, our online course takes about 3 hours. However, you may need more time to gain the required automation expertise if it’s your first time with our product. 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 program to Advance your finance director skills, solidify your expertise as a user, and start automating repeating financial processes.

In addition to continuous training in accounting and budgeting, it’s important 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 valuable finance director skills to keep sharp. airSlate Academy provides this online course specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and liberating time for more strategic tasks.

This online course describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, pre-populate them with CRM record details, create automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.

Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and adequate financial data. On top of that, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.