Develop your finance technical skills in workflow automation and Excel your career with airSlate Academy training

Normally, our training takes about 3 hours. However, you may need extra time to master the required automation expertise if it’s your first time with our product. Take things slow and sign up for 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 Develop your finance technical skills, solidify your expertise as a user, and start automating routine financial processes.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance technical skills, are available at no cost. We aim to equip specialists with the knowledge 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.

Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more accurate and adequate financial information. Moreover, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.

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

Besides ongoing training in accounting and budgeting, it’s paramount for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most valuable finance technical skills to keep sharp. airSlate Academy provides this training specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.

This training goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create documents, pre-fill them with CRM record details, create automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.