Get valuable skills in digital document workflow for finance partner with airSlate Academy online course

Workflow automation can considerably benefit finance partner and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and reliable financial information. On top of that, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.

This online course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate documents, auto-populate them with CRM record details, create automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.

Usually, our online course for finance partner takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating recurring financial operations.

The role of finance partner is to manage cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping organizations comprehend their economic status so they can make informed strategic decisions.

In line with airSlate’s commitment to accessible learning, all our programs, including those for finance partner, are offered 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 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 necessary for finance partner to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this online course in Digital document workflow for finance partner specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.