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Improve your finance skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Improve your finance skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive outcomes with minimal human involvement. You will get practical insights on how to set up the required bots to put routine tasks on autopilot and boost the accuracy and effectivenes of your work.
By finishing this free course, you’ll quickly Improve your finance skills and will be able to set up automated day-to-day processes that keep your financial records accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways to improve finance skills and address the difficulties of document-based processes by automating them
- Ways to put a regular finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees dealing with document-heavy operations they want to enhance
- Anyone looking for ways to gain 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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In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining finance skills, are offered cost-free. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This free course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create forms, auto-populate them with CRM record data, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions across different documents and systems with minimal effort from your side.
Usually, our free course takes about 3 hours. However, you may need extra time to master the necessary automation skills if it’s your first time with our product. Take things slow and enroll in other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to Improve your finance skills, solidify your expertise as a user, and start automating routine financial operations.
In addition to continuous training in accounting and budgeting, it’s essential for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most valuable finance skills to keep sharp. airSlate Academy provides this free course specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks like 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 information. On top of that, automation enables finance specialists to concentrate 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 a company. They manage financial transactions, create budgets, analyze data, and create reports. Their work is important to helping companies comprehend their economic status so they can make informed and impactful decisions.