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Improve your financial services skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Improve your financial services skills with our comprehensive training course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training course is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining regular document-heavy financial processes to achieve impressive results with minimal human participation. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this training course, you’ll quickly Improve your financial services skills and will be able to build automated day-to-day processes that keep your financial records precise and instantly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive training course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve financial services skills and resolve the challenges of document-based processes by automating them
- How to put a typical financial process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees managing document-heavy processes they want to enhance
- Anyone looking for ways to acquire valuable skills in workflow automation for career development
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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 training course takes about 3 hours. However, you may need more time to master the required automation expertise if it’s your first time with our product. Take things slow and register for 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 course to Improve your financial services skills, solidify your expertise as a user, and start automating recurring financial processes.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, analyze records, and create reports. Their work is essential to helping companies comprehend their economic condition so they can make informed strategic decisions.
Workflow automation can considerably benefit finance specialists and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and reliable financial information. Moreover, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
This training course goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create forms, pre-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal effort from your side.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for streamlining financial services skills, are available cost-free. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
In addition to continuous training in accounting and budgeting, it’s necessary for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial financial services skills to keep sharp. airSlate Academy offers this training course specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.