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Self-paced
Optimize regular tasks with the airSlate Academy automation course for finance process automation
213 students
Equip yourself with skills that will transform your workflows. Take our automation course for finance process automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This automation course is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining regular document-heavy financial operations to achieve impressive results with minimal human engagement. You will get practical insights on how to configure the required bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By completing our automation course dedicated to finance process automation, you’ll be able to create automated everyday processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, 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 expert task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the automation course for finance process automation
What will you learn?
- The concept of finance process automation and its valuable effect on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways for public finance analyst to overcome the difficulties of document-based operations by automating them
- Ways to put a typical public finance analyst process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees handling document-heavy tasks they want to improve
- Anyone searching for ways to acquire 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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Besides continuous training in accounting and budgeting, it’s necessary for finance specialists to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this automation course specifically designed to teach you the ins and outs of finance process automation, how to put your routine processes on autopilot, and thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
Normally, our automation course for finance process automation takes about 3 hours. However, you may need additional time to gain the necessary automation skills if it’s your first time with our solution. Take things slow and enroll in 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 training course to solidify your expertise as a user and start automating routine financial operations.
The role of finance experts is to handle cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, analyze records, and create reports. Their work is important to helping organizations understand their economic condition so they can make informed and impactful decisions.
In line with airSlate’s commitment to accessible learning, all our programs, including the current one, are provided 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 automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This automation course describes the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, auto-fill them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.
Workflow automation can considerably benefit finance specialists 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 accurate and adequate financial information. Furthermore, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.