Self-paced

Get valuable skills in business process improvement for strategic finance professional with airSlate Academy training

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213 students
Get a practical understanding of Business process improvement for strategic finance professional with the airSlate Academy training. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
Get valuable skills in Business process improvement for strategic finance professional with airSlate Academy training

About this course

This training is a comprehensive overlook of Business process improvement for strategic finance professional. It enables you to master the art of streamlining regular document-heavy financial processes to achieve outstanding results with minimal human involvement. You will get useful recommendations on how to set up the required bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.

By completing this training, you’ll be able to build automated day-to-day processes that keep your financial data precise and promptly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units explaining the role of workflow automation for strategic finance professional task completion
  • A brief knowledge examination and practical tasks for better skills consolidation
  • A digital certificate upon successful completion of the training for strategic finance professional

What will you learn?

  • The concept of document workflow automation and its valuable effect on a company’s finances
  • What document-based processes require automation to guarantee the accuracy of financial transactions
  • Ways for strategic finance professional to resolve the challenges of document-based operations by automating them
  • Ways to put a regular strategic finance professional workflow on autopilot utilizing no-code bots

Who is this course for?

  • strategic finance professional and everyone operating in the financial industry
  • Staff members managing document-heavy processes they want to improve
  • Anyone searching for ways to get valuable skills in workflow automation for career growth

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 training for strategic finance professional takes about 3 hours. However, you may need extra time to gain the necessary automation expertise if it’s your first time with our solution. 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 solidify your expertise as a user and start automating recurring financial operations.

Workflow automation can considerably benefit strategic finance professional and other industry experts by automating routine and recurring tasks such as 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 information. Additionally, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.

In addition to continuous training in accounting and budgeting, it’s necessary for strategic finance professional to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this training in Business process improvement for strategic finance professional specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.

The role of strategic finance professional is to manage cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping organizations comprehend their economic situation so they can make informed strategic decisions.

In line with airSlate’s commitment to accessible education, all our programs, including those for strategic finance professional, are available free of charge. 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 training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

This training 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 generate forms, auto-populate 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 across different documents and systems with minimal effort from your side.