Get valuable skills in electronic document management for finance product manager with airSlate Academy training course

In line with airSlate’s commitment to accessible learning, all our programs, including those for finance product manager, are available cost-free. 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 training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

The role of finance product manager is to manage cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping companies comprehend their economic status so they can make informed and impactful decisions.

Workflow automation can significantly benefit finance product manager and other industry experts by automating routine 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, resulting in more accurate and adequate financial data. Moreover, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

Usually, our training course for finance product manager takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and join other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating routine financial processes.

This training 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, auto-fill 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 various documents and systems with minimal effort from your side.

Besides ongoing training in accounting and budgeting, it’s essential for finance product manager to constantly 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 provides this training course in Electronic document management for finance product manager specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.