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Advance your finance professional skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Advance your finance professional 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 detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve remarkable outcomes with minimal human involvement. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By completing this free course, you’ll quickly Advance your finance professional skills and will be able to create automated daily processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adapt 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 specialist task completion
- A quick knowledge check 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 effect on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways to improve finance professional skills and overcome the problems of document-based processes by automating them
- How to put a regular financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members handling document-heavy operations they want to enhance
- Anyone looking for ways to get 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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Normally, 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 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 professional skills, solidify your expertise as a user, and start automating recurring financial operations.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance professional skills, are provided at no cost. We aim to equip professionals 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 in the shortest time.
Workflow automation can considerably benefit finance professionals and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and adequate financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They manage financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations comprehend their economic situation so they can make informed and impactful decisions.
Apart from ongoing training in accounting and budgeting, it’s essential for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial finance professional skills to keep sharp. airSlate Academy offers this free course specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This free course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create forms, auto-populate them with CRM record data, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.