Self-paced

Learn fundamental operations finance manager skills in workflow automation with the airSlate Academy free course

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213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn fundamental operations finance manager skills with free course in workflow automation to optimize regular operations.
Learn fundamental operations finance manager skills in workflow automation with the airSlate Academy free course

About this course

This free course is a comprehensive overlook of document workflow automation particulars for operations finance manager. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get practical insights on how to configure the necessary bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.

By finishing this free course, you’ll be able to build automated everyday processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, reduce errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.

What’s included:

  • Modules highlighting the role of workflow automation for operations finance manager task completion
  • A quick knowledge examination and practical tasks to consolidate your newly acquired fundamental operations finance manager skills
  • A digital certificate upon successful completion of the free course for operations finance manager

What will you learn?

  • The concept of document workflow automation and its beneficial effect on a company’s finances
  • What document-based processes require automation to ensure the precision of financial transactions
  • Ways for operations finance manager to overcome the challenges of document-based operations by automating them
  • Ways to put a typical operations finance manager process on autopilot using no-code bots

Who is this course for?

  • operations finance manager and everyone employed in the financial industry
  • Staff members managing document-heavy operations they want to streamline
  • Anyone searching for ways to obtain fundamental skills in workflow automation for career growth

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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In line with airSlate’s commitment to accessible education, all our courses, including those for operations finance manager, are provided free of charge. We aim to equip specialists with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

This free course describes 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 create forms, pre-fill them with CRM record details, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.

The role of operations finance manager is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping businesses comprehend their economic status so they can make informed strategic decisions.

Usually, our free course for operations finance manager takes about 3 hours. However, you may need extra time to master the required automation expertise 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, don’t forget to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating recurring financial operations.

Workflow automation can significantly benefit operations finance manager and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more accurate and trustworthy financial data. In addition, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

Apart from ongoing training in accounting and budgeting, it’s important for operations finance manager to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the fundamental operations finance manager skills to keep sharp. airSlate Academy provides this free course specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.