to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Advance your financial skills in workflow automation and Excel your career with airSlate Academy training
213 students
Advance your financial 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 detailed overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations on how to set up the essential bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this training, you’ll quickly Advance your financial skills and will be able to set up automated everyday processes that keep your financial records precise and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize 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:
- Units explaining the role of workflow automation for finance professional task completion
- A brief knowledge examination 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 advantageous effect on a company’s finances
- What paperwork-based processes need automation to ensure the precision of financial transactions
- Ways to improve financial skills and address the problems of document-based processes by automating them
- How to put a typical financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Employees working with document-heavy tasks they want to simplify
- Anyone looking for ways to gain valuable skills in workflow automation for career growth
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
Usually, our training 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 financial skills, solidify your expertise as a user, and start automating recurring financial operations.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They handle financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance professionals and other industry experts by automating regular and repetitive tasks like 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 trustworthy financial information. In addition, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Besides ongoing 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 solutions. Document workflow automation is one of the most valuable financial skills to keep sharp. airSlate Academy provides this training specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
This training 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 forms, auto-populate them with CRM record details, 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.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving financial skills, are offered free of charge. 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 in the shortest time.