Learn core finance strategist skills in workflow automation with the airSlate Academy training

This training goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create documents, pre-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.

In addition to continuous training in accounting and budgeting, it’s important for finance strategist to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the core finance strategist skills to keep sharp. airSlate Academy offers this training specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.

Workflow automation can considerably benefit finance strategist and other industry experts by automating regular and recurring tasks including 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 information. Moreover, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance strategist, are offered totally free. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

The role of finance strategist is to manage cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping businesses understand their economic condition so they can make informed and impactful decisions.

Generally, our training for finance strategist takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our solution. 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 solidify your expertise as a user and start automating recurring financial operations.