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Self-paced
Learn essential finance admin skills in workflow automation with the airSlate Academy automation course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn essential finance admin skills with automation course in workflow automation to optimize regular operations.
About this course
This automation course is a detailed overlook of document workflow automation particulars for finance admin. It empowers you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and increase the accuracy and productivity of your work.
By completing this automation course, you’ll be able to build automated everyday processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired essential finance admin skills
- An electronic certificate upon successful completion of the automation course for finance admin
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based processes need automation to guarantee the accuracy of financial transactions
- Ways for finance admin to overcome the problems of document-based operations by automating them
- Ways to put a typical finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone employed in the financial industry
- Employees working with document-heavy tasks they want to enhance
- Anyone searching for ways to acquire essential 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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This automation course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, pre-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
Besides continuous training in accounting and budgeting, it’s paramount for finance admin to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the essential finance admin skills to keep sharp. airSlate Academy offers this automation course specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
The role of finance admin 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 data, and prepare reports. Their work is crucial to helping organizations comprehend their economic situation so they can make informed strategic decisions.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance admin, are provided free of charge. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the automation 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 automation course for finance admin takes about 3 hours. However, you may need more time to gain the necessary automation skills if it’s your first time with our product. Take things slow and sign up 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 program to solidify your expertise as a user and start automating repeating financial operations.
Workflow automation can drastically benefit finance admin and other industry experts by automating regular and repetitive 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 reliable financial information. In addition, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.