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Improve your finance skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Improve your finance 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 empowers you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human engagement. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and increase the accuracy and efficiency of your work.
By completing this online course, you’ll quickly Improve your finance skills and will be able to set up automated day-to-day processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance professional task completion
- A quick 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 effect on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways to improve finance skills and resolve the difficulties of document-based processes by automating them
- How 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 industry
- Employees working with document-heavy operations they want to simplify
- 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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Besides 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 applications. Document workflow automation is one of the most crucial finance skills to keep sharp. airSlate Academy offers this online course specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This online course goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate forms, pre-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving finance skills, are available totally free. We aim to equip experts with the knowledge 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 considerably benefit finance professionals and other industry experts by automating routine and repetitive tasks such as 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. On top of that, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
Usually, our online course takes about 3 hours. However, you may need more time to master the necessary automation skills 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, remember to practice your newly acquired knowledge right after completing your training course to Improve your finance skills, solidify your expertise as a user, and start automating routine financial processes.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping businesses understand their economic situation so they can make informed and impactful decisions.