Get valuable skills in document management workflow for business finance specialist with airSlate Academy free course

Besides ongoing training in accounting and budgeting, it’s important for business finance specialist to steadily improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this free course in Document management workflow for business finance specialist specifically developed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

Workflow automation can considerably benefit business finance specialist and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more precise and adequate financial data. In addition, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.

This free course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, pre-populate them with CRM record details, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.

The role of business finance specialist is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping organizations understand their economic status so they can make informed and impactful decisions.

Usually, our free course for business finance specialist takes about 3 hours. However, you may need extra time to master the required automation expertise 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, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating routine financial processes.

In line with airSlate’s commitment to accessible learning, all our programs, including those for business finance specialist, are available at no cost. We aim to equip experts with the knowledge and skills in document workflow automation they need to master 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 faster.