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Advance your finance professional skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Advance your finance professional skills with our comprehensive training course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training course is a detailed overlook of document workflow automation particulars for finance specialists. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human engagement. You will get useful recommendations on how to set up the essential bots to put routine tasks on autopilot and enhance the accuracy and productivity of your work.
By completing this training course, you’ll quickly Advance your finance professional skills and will be able to create automated daily processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive training course
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What document-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve finance professional skills and address the challenges of document-based operations by automating them
- How to put a regular financial process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees working with document-heavy tasks they want to simplify
- Anyone looking 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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The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping businesses comprehend their economic status so they can make informed and impactful decisions.
Generally, our training course takes about 3 hours. However, you may need more time to master 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 routine financial operations.
Workflow automation can drastically benefit finance professionals and other industry experts by automating routine and recurring tasks including 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 trustworthy financial data. Additionally, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for improving finance professional skills, are available at no cost. 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 training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This training course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate 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 between various documents and systems with minimal effort from your side.
Besides continuous training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance professional skills to keep sharp. airSlate Academy offers this training course specifically developed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.