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Enhance your financial management skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Enhance your financial management skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a detailed overlook of document workflow automation particulars for finance specialists. It enables you to master the art of streamlining typical document-heavy financial operations to achieve remarkable outcomes with minimal human engagement. You will get useful recommendations on how to configure the essential bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.
By completing this free course, you’ll quickly Enhance your financial management skills and will be able to set up automated everyday processes that keep your financial information accurate and quickly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, 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 specialist task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations need automation to ensure the precision of financial transactions
- Ways to improve financial management skills and address the challenges of document-based operations by automating them
- Ways to put a typical finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees working with document-heavy operations they want to streamline
- Anyone searching for ways to acquire 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 accordance with airSlate’s commitment to accessible education, all our programs, including those for streamlining financial management skills, are available at no cost. We aim to equip specialists 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 faster.
This free course describes the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create documents, auto-populate them with CRM record data, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions between various documents and systems with minimal involvement from your side.
Generally, our free course 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, don’t forget to practice your newly acquired knowledge right after completing your course to Enhance your financial management skills, solidify your expertise as a user, and start automating recurring financial operations.
Apart from continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial financial management skills to keep sharp. airSlate Academy provides this free course specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and adequate financial data. In addition, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is important to helping organizations comprehend their economic situation so they can make informed strategic decisions.