Learn core finance business partner skills in workflow automation with the airSlate Academy training course

Workflow automation can significantly benefit finance business partner and other industry experts by automating regular 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, leading to more precise and trustworthy financial data. Moreover, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible education, all our courses, including those for finance business partner, are offered totally free. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel 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 in the shortest time.

Generally, our training course for finance business partner takes about 3 hours. However, you may need extra time to master the required automation skills if it’s your first time with our solution. Take things slow and sign up 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 program to solidify your expertise as a user and start automating routine financial operations.

This training course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, 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.

The role of finance business partner is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping companies understand their economic situation so they can make informed and impactful decisions.

Besides continuous training in accounting and budgeting, it’s paramount for finance business partner to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the core finance business partner skills to keep sharp. airSlate Academy provides this training course specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.