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This training is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human participation. You will get useful recommendations on how to configure the necessary bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this training, you’ll quickly Improve your finance manager soft skills and will be able to build automated daily processes that keep your financial data precise and quickly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
This training goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create documents, pre-fill them with CRM record details, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across various documents and systems with minimal effort from your side.
Normally, our training takes about 3 hours. However, you may need additional time to gain the required automation expertise if it’s your first time with our product. Take things slow and join 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 program to Improve your finance manager soft skills, solidify your expertise as a user, and start automating repeating financial processes.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They take care of financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping companies comprehend their economic status so they can make informed and impactful decisions.
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 reliable financial information. In addition, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible learning, all our programs, including those for improving finance manager soft skills, are provided at no cost. 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 training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
In addition to ongoing training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in working 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 offers this training specifically developed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.