Learn must-have finance advisor skills in workflow automation with the airSlate Academy free course

Workflow automation can considerably benefit finance advisor and other industry experts by automating regular and repetitive 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 adequate financial data. On top of that, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.

This free course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate forms, auto-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.

The role of finance advisor is to handle cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping businesses comprehend their economic status so they can make informed and impactful decisions.

Normally, our free course for finance advisor takes about 3 hours. However, you may need more time to gain the required 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 training to solidify your expertise as a user and start automating recurring financial processes.

In line with airSlate’s commitment to accessible education, all our programs, including those for finance advisor, are provided at no cost. We aim to equip experts with the knowledge 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 in the shortest time.

In addition to ongoing training in accounting and budgeting, it’s important for finance advisor to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the must-have finance advisor skills to keep sharp. airSlate Academy provides this free course specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.