Self-paced

Get valuable skills in document workflow automation for finance controller with airSlate Academy course

4
Star Rating
213 students
Get a practical understanding of Document workflow automation for finance controller with the airSlate Academy course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
Get valuable skills in Document workflow automation for finance controller with airSlate Academy course

About this course

This course is a comprehensive overlook of Document workflow automation for finance controller. It enables you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and efficiency of your work.

By completing this course, you’ll be able to create automated daily processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units highlighting the role of workflow automation for finance controller task completion
  • A brief knowledge check and practical tasks for better expertise consolidation
  • An electronic certificate upon successful completion of the course for finance controller

What will you learn?

  • The concept of document workflow automation and its advantageous impact on a company’s finances
  • What document-based operations need automation to guarantee the precision of financial transactions
  • Ways for finance controller to overcome the problems of document-based operations by automating them
  • How to put a regular finance controller process on autopilot utilizing no-code bots

Who is this course for?

  • finance controller and everyone working in the financial sector
  • Staff members managing document-heavy tasks they want to enhance
  • Anyone looking for ways to gain valuable skills in workflow automation for career growth

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

In addition to continuous training in accounting and budgeting, it’s important for finance controller to steadily 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 offers this course in Document workflow automation for finance controller specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.

The role of finance controller is to handle cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations comprehend their economic condition so they can make informed strategic decisions.

This course goes through 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-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance controller, are provided totally free. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

Generally, our course for finance controller takes about 3 hours. However, you may need additional time to master the required 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, don’t forget to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating routine financial operations.

Workflow automation can significantly benefit finance controller and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and trustworthy financial data. Additionally, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.