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Improve your finance administrator skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Improve your finance administrator skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining common document-heavy financial processes to achieve outstanding outcomes with minimal human participation. You will get practical insights on how to configure the essential bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By finishing this online course, you’ll quickly Improve your finance administrator skills and will be able to build automated day-to-day processes that keep your financial records precise and rapidly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based processes need automation to ensure the precision of financial transactions
- Ways to improve finance administrator skills and overcome the challenges of document-based processes by automating them
- How to put a typical finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees managing document-heavy processes they want to simplify
- Anyone looking for ways to obtain valuable skills in workflow automation for career growth
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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 online course takes about 3 hours. However, you may need extra time to gain the required automation skills if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training course to Improve your finance administrator skills, solidify your expertise as a user, and start automating routine financial processes.
In addition to continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance administrator skills to keep sharp. airSlate Academy offers this online course specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance professionals and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and trustworthy financial data. Furthermore, automation enables finance specialists 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 an organization. They deal with financial transactions, create budgets, analyze records, and create reports. Their work is essential to helping businesses understand their economic condition so they can make informed and impactful decisions.
This online course describes 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 documents, pre-fill them with CRM record details, 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 involvement from your side.
In line with airSlate’s commitment to accessible education, all our courses, including those for streamlining finance administrator skills, are available free of charge. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.