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Self-paced
Optimize regular tasks with the airSlate Academy free course for financial business process automation
213 students
Equip yourself with skills that will transform your workflows. Take our free course for financial business process automation and learn how to reduce errors and enhance productivity in your daily work.
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 impressive results with minimal human participation. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing our free course dedicated to financial business process automation, you’ll be able to create automated daily processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance expert task compeltion
- A brief knowledge check and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the free course for financial business process automation
What will you learn?
- The concept of financial business process automation and its beneficial effect on a company’s finances
- What paperwork-based processes need automation to ensure the precision of financial transactions
- Ways for auto finance specialist to resolve the problems of document-based processes by automating them
- How to put a regular auto finance specialist workflow on autopilot using no-code bots
Who is this course for?
- Finance specialists and everyone working in the financial sector
- Employees working with document-heavy tasks they want to streamline
- Anyone looking for ways to get useful 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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Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive 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 trustworthy financial data. On top of that, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Usually, our free course for financial business process automation takes about 3 hours. However, you may need extra time to master the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in 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 recurring financial operations.
In line with airSlate’s commitment to accessible learning, all our courses, including the current one, are available at no cost. 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 faster.
In addition to continuous training in accounting and budgeting, it’s necessary for finance specialists 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 specifically developed to teach you the ins and outs of financial business process automation, how to put your routine processes on autopilot, and and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance experts is to handle cash flow situations and tasks associated with the financial health of a company. They manage financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping businesses comprehend their economic condition so they can make informed and impactful decisions.
This free course goes through 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, pre-fill them with CRM record details, build 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 involvement from your side.