to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Improve your corporate finance skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Improve your corporate finance skills with our comprehensive training course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training course is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining common document-heavy financial operations to achieve remarkable results with minimal human involvement. You will get useful recommendations on how to set up the essential bots to put repeating tasks on autopilot and improve the accuracy and efficiency of your work.
By completing this training course, you’ll quickly Improve your corporate finance skills and will be able to build automated day-to-day processes that keep your financial data precise and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive training course
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways to improve corporate finance skills and overcome the challenges of document-based operations by automating them
- How to put a regular finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members working with document-heavy tasks they want to streamline
- Anyone searching for ways to get valuable skills in workflow automation for career development
Start learning today
Sign now for free
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.
Need help?
Contact Support
Apart from continuous training in accounting and budgeting, it’s paramount for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial corporate finance skills to keep sharp. airSlate Academy provides this training course specifically developed to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Usually, our training course takes about 3 hours. However, you may need extra time to gain the required 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 course to Improve your corporate finance skills, solidify your expertise as a user, and start automating routine financial processes.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, evaluate records, and prepare reports. Their work is crucial to helping companies comprehend their economic status so they can make informed strategic decisions.
This training course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to create documents, pre-fill them with CRM record information, build automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.
Workflow automation can significantly benefit finance specialists and other industry experts by automating routine and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial information. Furthermore, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our courses, including those for improving corporate finance skills, are available totally free. We aim to equip experts with the expertise 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.