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Get valuable skills in document automation for finance admin with airSlate Academy training
213 students
Get a practical understanding of Document automation for finance admin with the airSlate Academy training. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This training is a comprehensive overlook of Document automation for finance admin. It enables you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human participation. You will get practical insights on how to configure the essential bots to put routine tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this training, you’ll be able to build automated day-to-day processes that keep your financial records accurate and rapidly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the training for finance admin
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways for finance admin to overcome the difficulties of document-based operations by automating them
- How to put a typical finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone working in the financial industry
- Employees handling document-heavy tasks they want to enhance
- Anyone searching for ways to acquire useful skills in workflow automation for career growth
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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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Generally, our training for finance admin takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our solution. Take things slow and enroll in 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 course to solidify your expertise as a user and start automating routine financial operations.
The role of finance admin is to handle cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is important to helping companies understand their economic condition so they can make informed and impactful decisions.
Apart from continuous training in accounting and budgeting, it’s essential for finance admin to steadily boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a critical skill to keep sharp. airSlate Academy offers this training in Document automation for finance admin specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Workflow automation can drastically benefit finance admin 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 minimizes the risk of human error, resulting in more accurate and adequate financial data. Additionally, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance admin, are offered free of charge. We aim to equip professionals 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 in the shortest time.
This training reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, auto-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between various documents and systems with minimal involvement from your side.