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Self-paced
Learn new finance admin skills in workflow automation with the airSlate Academy free course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn new finance admin skills with free course in workflow automation to optimize regular operations.
About this course
This free course is a detailed overlook of document workflow automation specifics for finance admin. It enables you to master the art of streamlining regular document-heavy financial processes to achieve impressive outcomes with minimal human participation. You will get practical insights on how to set up the essential bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By completing this free course, you’ll be able to build automated daily processes that keep your financial records precise and quickly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired new finance admin skills
- A digital certificate upon successful completion of the free course for finance admin
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What document-based processes need automation to ensure the precision of financial transactions
- Ways for finance admin to address the challenges of document-based operations by automating them
- How to put a typical finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial sector
- Employees working with document-heavy operations they want to streamline
- Anyone looking for ways to acquire new skills in workflow automation for career development
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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 learning, all our programs, including those for finance admin, are offered totally free. 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Usually, our free course for finance admin 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 register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating recurring financial processes.
Besides ongoing training in accounting and budgeting, it’s important for finance admin to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the new finance admin skills to keep sharp. airSlate Academy provides this free course specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
The role of finance admin is to handle cash flow situations and tasks associated with the financial health of a company. They manage financial transactions, create budgets, analyze records, and create reports. Their work is important to helping organizations understand their economic situation so they can make informed and impactful decisions.
This free course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create documents, auto-fill them with CRM record data, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.
Workflow automation can drastically benefit finance admin and other industry experts by automating routine 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, leading to more accurate and trustworthy financial data. Furthermore, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.