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Learn must-have finance and accounting specialist skills in workflow automation with the airSlate Academy course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-have finance and accounting specialist skills with course in workflow automation to optimize regular operations.
About this course
This course is a detailed overlook of document workflow automation specifics for finance and accounting specialist. It enables you to master the art of streamlining regular document-heavy financial processes to achieve outstanding outcomes with minimal human involvement. 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 completing this course, you’ll be able to set up automated daily processes that keep your financial data accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance and accounting specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired must-have finance and accounting specialist skills
- A digital certificate upon successful completion of the course for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways for finance and accounting specialist to resolve the problems of document-based processes by automating them
- Ways to put a typical finance and accounting specialist workflow on autopilot using no-code bots
Who is this course for?
- finance and accounting specialist and everyone employed in the financial sector
- Employees managing document-heavy operations they want to enhance
- Anyone searching for ways to obtain 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 important for finance and accounting specialist to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the must-have finance and accounting specialist skills to keep sharp. airSlate Academy offers this course specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
The role of finance and accounting specialist is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze data, and prepare reports. Their work is important to helping companies comprehend their economic situation so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance and accounting specialist and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial data. Additionally, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
This course describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to create documents, pre-fill them with CRM record details, 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 involvement from your side.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for finance and accounting specialist, are available free of charge. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Usually, our course for finance and accounting specialist takes about 3 hours. However, you may need additional time to master the required automation skills 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, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating routine financial processes.