to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your finance professional skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Advance your finance professional skills with our comprehensive automation course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This automation course is a detailed overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining common document-heavy financial operations 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 improve the accuracy and productivity of your work.
By finishing this automation course, you’ll quickly Advance your finance professional skills and will be able to create automated everyday processes that keep your financial information precise and instantly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, minimize errors, and adjust to the ever-changing landscape of the industry. 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 professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive automation course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based operations need automation to ensure the precision of financial transactions
- Ways to improve finance professional skills and resolve the difficulties of document-based processes by automating them
- Ways to put a typical finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members managing document-heavy operations they want to simplify
- Anyone looking for ways to obtain 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
This automation 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 create forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and accurate data transitions between various documents and systems with minimal effort from your side.
Workflow automation can significantly benefit finance specialists and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial information. Furthermore, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping companies understand their economic status so they can make informed strategic decisions.
In addition to continuous training in accounting and budgeting, it’s paramount for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance professional skills to keep sharp. airSlate Academy provides this automation course specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Usually, our automation 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 forget to practice your newly acquired knowledge right after completing your training to Advance your finance professional skills, solidify your expertise as a user, and start automating recurring financial operations.
In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance professional skills, are available totally free. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.