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Optimize regular tasks with the airSlate Academy free course for software for finance automation
213 students
Equip yourself with skills that will transform your workflows. Take our free course for software for finance 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 professionals. It empowers 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 set up the essential bots to put routine tasks on autopilot and increase the accuracy and productivity of your work.
By finishing our free course dedicated to software for finance automation, you’ll be able to create automated everyday processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance specialist task compeltion
- A brief knowledge check and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the free course for software for finance automation
What will you learn?
- The concept of software for finance automation and its beneficial influence on a company’s finances
- What document-based processes need automation to ensure the accuracy of financial transactions
- Ways for finance operations manager to address the challenges of document-based processes by automating them
- How to put a typical finance operations manager process on autopilot using no-code bots
Who is this course for?
- Finance specialists and everyone operating in the financial sector
- Employees handling document-heavy operations they want to improve
- Anyone looking for ways to acquire 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 considerably benefit finance specialists and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more accurate and reliable financial information. Additionally, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This free course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create forms, auto-fill them with CRM record data, create automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
The role of finance experts is to handle cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, analyze data, and create reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s paramount for finance specialists to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also a critical skill to keep sharp. airSlate Academy offers this free course specifically designed to teach you the ins and outs of software for finance automation, how to put your routine processes on autopilot, and and thus increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
Normally, our free course for software for finance automation takes about 3 hours. However, you may need additional time to master the necessary automation expertise 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, don’t forget to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating recurring financial processes.
In line with airSlate’s commitment to accessible education, all our programs, including the current one, are available free of charge. We aim to equip specialists with the knowledge 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.