Self-paced

Get valuable skills in document automation for finance business partner with airSlate Academy online course

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213 students
Get a practical understanding of Document automation for finance business partner 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 Document automation for finance business partner with airSlate Academy online course

About this course

This online course is a detailed overlook of Document automation for finance business partner. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve impressive results with minimal human involvement. You will get practical insights on how to set up the essential bots to put routine tasks on autopilot and increase the accuracy and efficiency of your work.

By completing this online course, you’ll be able to set up automated daily processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, reduce errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.

What’s included:

  • Modules describing the role of workflow automation for finance business partner task completion
  • A quick knowledge check and practical tasks for better expertise consolidation
  • An electronic certificate upon successful completion of the online course for finance business partner

What will you learn?

  • The concept of document workflow automation and its advantageous impact on a company’s finances
  • What paperwork-based operations need automation to guarantee the accuracy of financial transactions
  • Ways for finance business partner to resolve the difficulties of document-based processes by automating them
  • Ways to put a typical finance business partner workflow on autopilot using no-code bots

Who is this course for?

  • finance business partner and everyone operating in the financial industry
  • Employees working with document-heavy operations they want to streamline
  • Anyone searching for ways to obtain valuable skills in workflow automation for career growth

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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The role of finance business partner is to handle cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping businesses understand their economic condition so they can make informed and impactful decisions.

Besides ongoing training in accounting and budgeting, it’s paramount for finance business partner to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this online course in Document automation for finance business partner specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.

In line with airSlate’s commitment to accessible learning, all our programs, including those for finance business partner, are provided 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.

Workflow automation can significantly benefit finance business partner and other industry experts by automating regular 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 precise and trustworthy financial data. Moreover, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.

This online course describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, auto-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions across different documents and systems with minimal participation from your side.

Usually, our online course for finance business partner takes about 3 hours. However, you may need additional time to gain the necessary automation skills if it’s your first time with our solution. 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 course to solidify your expertise as a user and start automating recurring financial processes.