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Get valuable skills in business workflow automation for finance specialist with airSlate Academy free course
213 students
Get a practical understanding of Business workflow automation for finance specialist with the airSlate Academy free course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This free course is a comprehensive overlook of Business workflow automation for finance specialist. It enables you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get useful recommendations on how to configure the necessary bots to put routine tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this free course, you’ll be able to create automated day-to-day processes that keep your financial information accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance specialist task completion
- A quick knowledge examination and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the free course for finance specialist
What will you learn?
- The concept of document workflow automation and its beneficial effect on a company’s finances
- What document-based processes need automation to guarantee the accuracy of financial transactions
- Ways for finance specialist to address the problems of document-based processes by automating them
- Ways to put a typical finance specialist process on autopilot utilizing no-code bots
Who is this course for?
- finance specialist and everyone working in the financial industry
- Employees working with document-heavy tasks they want to simplify
- Anyone searching for ways to get 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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The role of finance specialist is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping companies understand their economic condition so they can make informed and impactful decisions.
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 offers this free course in Business workflow automation for finance specialist specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Generally, our free course for finance specialist takes about 3 hours. However, you may need extra time to master the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in 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 training course to solidify your expertise as a user and start automating repeating financial operations.
This free course reveals 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 create documents, auto-fill them with CRM record information, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.
Workflow automation can drastically benefit finance 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, leading to more accurate and reliable financial information. In addition, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance specialist, are provided free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel 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 in the shortest time.