Self-paced

Get valuable skills in business workflow automation for finance process specialist with airSlate Academy online course

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213 students
Get a practical understanding of Business workflow automation for finance process specialist with the airSlate Academy online course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
Get valuable skills in Business workflow automation for finance process specialist with airSlate Academy online course

About this course

This online course is a detailed overlook of Business workflow automation for finance process specialist. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable results with minimal human participation. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and increase the accuracy and efficiency of your work.

By finishing this online course, you’ll be able to create automated everyday processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.

What’s included:

  • Modules explaining the role of workflow automation for finance process specialist task completion
  • A brief knowledge examination and practical tasks for better expertise consolidation
  • A digital certificate upon successful completion of the online course for finance process specialist

What will you learn?

  • The concept of document workflow automation and its valuable impact on a company’s finances
  • What document-based operations need automation to ensure the accuracy of financial transactions
  • Ways for finance process specialist to address the challenges of document-based operations by automating them
  • Ways to put a regular finance process specialist process on autopilot using no-code bots

Who is this course for?

  • finance process specialist and everyone working in the financial sector
  • Staff members handling document-heavy operations they want to streamline
  • Anyone looking for ways to obtain valuable skills in workflow automation for career development

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 online course for finance process specialist takes about 3 hours. However, you may need extra time to gain the required automation skills 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 forget to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating routine financial operations.

The role of finance process specialist is to manage cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, analyze records, and prepare reports. Their work is important to helping organizations understand their economic situation so they can make informed and impactful decisions.

Workflow automation can significantly benefit finance process specialist and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more precise and trustworthy financial data. In addition, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance process specialist, are available at no cost. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

Besides ongoing training in accounting and budgeting, it’s essential for finance process specialist to steadily improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this online course in Business workflow automation for finance process specialist specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.

This online course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create documents, auto-fill them with CRM record information, create automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.