Self-paced

Improve your Finance Manager required skills in workflow automation and Excel your career with airSlate Academy online course

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213 students
Improve your finance manager required skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
Improve your finance manager required skills in workflow automation and Excel your career with airSlate Academy online course

About this course

This online course is a comprehensive overlook of document workflow automation particulars for finance specialists. It enables you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human participation. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.

By finishing this online course, you’ll quickly Improve your finance manager required skills and will be able to set up automated everyday processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units highlighting the role of workflow automation for finance professional task completion
  • A quick knowledge check 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 valuable impact on a company’s finances
  • What paperwork-based processes need automation to guarantee the precision of financial transactions
  • Ways to improve finance manager required skills and address the problems of document-based processes by automating them
  • Ways 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
  • Employees handling document-heavy operations they want to improve
  • Anyone searching for ways to acquire valuable skills in workflow automation for career growth

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Generally, our online course takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our solution. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training course to Improve your finance manager required skills, 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 those for improving finance manager required skills, are offered free of charge. We aim to equip professionals 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.

Workflow automation can significantly benefit finance specialists and other industry experts by automating regular and recurring 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 precise and adequate financial information. Additionally, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.

Besides ongoing training in accounting and budgeting, it’s important for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial finance manager required skills to keep sharp. airSlate Academy provides this online course specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and liberating time for more strategic tasks.

This online course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create forms, auto-fill them with CRM record information, build automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.

The role of finance professionals is to manage cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping organizations understand their economic condition so they can make informed and impactful decisions.