to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-have finance partner 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 finance partner skills with training in workflow automation to optimize regular operations.
About this course
This training is a comprehensive overlook of document workflow automation specifics for finance partner. It enables you to master the art of streamlining regular document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations on how to set up the essential bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this training, 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 skills to improve operations, reduce errors, and adjust to the ever-changing landscape of the industry. 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 partner task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired must-have finance partner skills
- An electronic certificate upon successful completion of the training for finance partner
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways for finance partner to overcome the difficulties of document-based operations by automating them
- How to put a typical finance partner process on autopilot using no-code bots
Who is this course for?
- finance partner and everyone working in the financial sector
- Employees dealing with document-heavy operations they want to improve
- Anyone looking for ways to get must-have skills in workflow automation for career development
Start learning today
Sign now for free
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.
Need help?
Contact Support
The role of finance partner 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 crucial to helping organizations understand their economic status so they can make informed strategic decisions.
Usually, our training for finance partner takes about 3 hours. However, you may need extra time to gain the required automation expertise if it’s your first time with our solution. Take things slow and enroll in 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 course to solidify your expertise as a user and start automating recurring financial operations.
In addition to continuous training in accounting and budgeting, it’s essential for finance partner to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the must-have finance partner skills to keep sharp. airSlate Academy provides this training specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
This training describes the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create forms, auto-fill them with CRM record details, create automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.
Workflow automation can significantly benefit finance partner and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial information. On top of that, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
In line with airSlate’s commitment to accessible learning, all our programs, including those for finance partner, are available 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 faster.