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Get valuable skills in electronic document management for finance admin with airSlate Academy free course
213 students
Get a practical understanding of Electronic document management for finance admin with the airSlate Academy free course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This free course is a comprehensive overlook of Electronic document management for finance admin. It enables you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By finishing this free course, you’ll be able to create automated daily processes that keep your financial information accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust 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 describing the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the free course for finance admin
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What document-based operations need automation to guarantee the accuracy of financial transactions
- Ways for finance admin to address the problems of document-based processes by automating them
- How to put a typical finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial industry
- Staff members managing document-heavy operations they want to enhance
- Anyone looking for ways to get valuable skills in workflow automation for career development
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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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In line with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are provided totally free. We aim to equip experts with the expertise 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 in the shortest time.
The role of finance admin is to handle cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping businesses understand their economic situation so they can make informed and impactful decisions.
Generally, our free course 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 product. 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 training course to solidify your expertise as a user and start automating routine financial operations.
This free course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create documents, auto-populate them with CRM record data, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across various documents and systems with minimal participation from your side.
Workflow automation can significantly benefit finance admin and other industry experts by automating regular and recurring 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 adequate financial information. On top of that, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In addition to ongoing training in accounting and budgeting, it’s necessary for finance admin to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also an important skill to keep sharp. airSlate Academy offers this free course in Electronic document management for finance admin specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.