Get valuable skills in automated document workflow for finance specialist with airSlate Academy free course

Usually, our free course for finance specialist takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our product. Take things slow and register for 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 solidify your expertise as a user and start automating recurring financial processes.

In line with airSlate’s commitment to accessible learning, all our programs, including those for finance specialist, are available at no cost. We aim to equip experts with the expertise and skills in document workflow automation they need to master 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 faster.

The role of finance specialist is to handle cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is crucial to helping businesses understand their economic condition so they can make informed strategic decisions.

Workflow automation can considerably benefit finance specialist and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial information. Furthermore, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

This free course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create forms, pre-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.

Apart from ongoing training in accounting and budgeting, it’s essential for finance specialist to constantly boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this free course in Automated document workflow for finance specialist specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.