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Improve your finance manager soft skills in workflow automation and Excel your career with airSlate Academy course
213 students
Improve your finance manager soft skills with our comprehensive course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This course is a comprehensive overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By completing this course, you’ll quickly Improve your finance manager soft skills and will be able to build automated everyday processes that keep your financial data accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance professional task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive course
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways to improve finance manager soft skills and overcome the difficulties of document-based processes 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 working in the financial industry
- Employees working with document-heavy tasks they want to improve
- 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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Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and trustworthy financial information. In addition, automation enables finance professionals to focus 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 streamlining finance manager soft skills, are offered totally free. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This course describes the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, pre-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.
Normally, our course takes about 3 hours. However, you may need more 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 forget to practice your newly acquired knowledge right after completing your course to Improve your finance manager soft skills, solidify your expertise as a user, and start automating recurring financial operations.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses understand their economic condition so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s important for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance manager soft skills to keep sharp. airSlate Academy provides this course specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.