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Self-paced
Optimize regular tasks with the airSlate Academy free course for finance document automation
213 students
Equip yourself with skills that will transform your workflows. Take our free course for finance document automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This free course is a comprehensive overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining typical document-heavy financial processes to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By completing our free course dedicated to finance document automation, you’ll be able to create automated day-to-day processes that keep your financial records accurate and instantly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the free course for finance document automation
What will you learn?
- The concept of finance document automation and its advantageous impact on a company’s finances
- What paperwork-based operations require automation to ensure the accuracy of financial transactions
- Ways for finance manager to resolve the difficulties of document-based operations by automating them
- Ways to put a typical finance manager workflow on autopilot using no-code bots
Who is this course for?
- Finance specialists and everyone employed in the financial industry
- Staff members handling document-heavy tasks they want to enhance
- Anyone looking for ways to gain 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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Normally, our free course for finance document automation takes about 3 hours. However, you may need additional time to gain the required automation expertise if it’s your first time with our product. 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 training to solidify your expertise as a user and start automating routine financial processes.
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 reclaims working hours but also reduces the risk of human error, resulting in more accurate and adequate financial data. On top of that, automation allows finance professionals 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 put it into practice in financial operations. You learn to create forms, pre-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
The role of finance experts is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze data, and prepare reports. Their work is crucial to helping businesses understand their economic situation so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible learning, all our programs, including the current one, are available 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.
Besides ongoing training in accounting and budgeting, it’s necessary for finance specialists to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this free course specifically developed to teach you the ins and outs of finance document automation, how to put your routine processes on autopilot, and and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.