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Learn core finance product specialist skills in workflow automation with the airSlate Academy online course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn core finance product specialist skills with online course in workflow automation to optimize regular operations.
About this course
This online course is a comprehensive overlook of document workflow automation specifics for finance product specialist. It enables 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 essential bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.
By finishing this online course, you’ll be able to create automated daily processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance product specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired core finance product specialist skills
- An electronic certificate upon successful completion of the online course for finance product specialist
What will you learn?
- The concept of document workflow automation and its beneficial effect on a company’s finances
- What paperwork-based processes need automation to ensure the accuracy of financial transactions
- Ways for finance product specialist to resolve the challenges of document-based operations by automating them
- How to put a typical finance product specialist process on autopilot utilizing no-code bots
Who is this course for?
- finance product specialist and everyone employed in the financial industry
- Employees working with document-heavy processes they want to simplify
- Anyone searching for ways to gain core 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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The role of finance product specialist is to manage cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping companies comprehend their economic condition so they can make informed strategic decisions.
In line with airSlate’s commitment to accessible learning, all our courses, including those for finance product specialist, are available at no cost. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel 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 faster.
Workflow automation can drastically benefit finance product specialist and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more accurate and adequate financial data. Moreover, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
Usually, our online course for finance product specialist takes about 3 hours. However, you may need more time to master the required 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 course to solidify your expertise as a user and start automating recurring financial operations.
This online course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, pre-fill them with CRM record information, build automated invoicing workflows, and more. You will also learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
Besides ongoing training in accounting and budgeting, it’s paramount for finance product specialist 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 product specialist skills to keep sharp. airSlate Academy offers this online course specifically developed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.