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Learn must-have commercial finance specialist skills in workflow automation with the airSlate Academy training
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-have commercial finance specialist skills with training in workflow automation to optimize regular operations.
About this course
This training is a detailed overlook of document workflow automation particulars for commercial finance specialist. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive results with minimal human participation. You will get practical insights on how to configure the required bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this training, you’ll be able to create automated everyday processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for commercial finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired must-have commercial finance specialist skills
- A digital certificate upon successful completion of the training for commercial finance specialist
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What document-based processes need automation to guarantee the accuracy of financial transactions
- Ways for commercial finance specialist to resolve the problems of document-based processes by automating them
- Ways to put a regular commercial finance specialist process on autopilot using no-code bots
Who is this course for?
- commercial finance specialist and everyone employed in the financial sector
- Employees working with document-heavy tasks they want to enhance
- Anyone searching for ways to gain must-have skills in workflow automation for career development
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Questions & answers
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Apart from ongoing training in accounting and budgeting, it’s essential for commercial finance specialist to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the must-have commercial finance specialist skills to keep sharp. airSlate Academy provides this training specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
Workflow automation can significantly benefit commercial finance specialist and other industry experts by automating routine 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, resulting in more accurate and trustworthy financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
This training describes the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, pre-fill them with CRM record information, create automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.
In line with airSlate’s commitment to accessible education, all our courses, including those for commercial finance specialist, are offered free of charge. We aim to equip experts 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 in the shortest time.
Generally, our training for commercial finance specialist takes about 3 hours. However, you may need more time to gain the required automation expertise 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 repeating financial operations.
The role of commercial finance specialist is to handle cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping organizations comprehend their economic status so they can make informed and impactful decisions.