Learn new finance professional skills in workflow automation with the airSlate Academy free course

The role of finance professional is to manage cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping businesses comprehend their economic status 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 implement it in financial operations. You learn to generate documents, auto-populate them with CRM record information, build automated invoicing workflows, and more. You will also learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal involvement from your side.

In line with airSlate’s commitment to accessible education, all our courses, including those for finance professional, are offered cost-free. We aim to equip professionals with the expertise 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 faster.

Usually, our free course for finance professional takes about 3 hours. However, you may need additional time to master 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 skip the opportunity to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating recurring financial processes.

Besides ongoing training in accounting and budgeting, it’s essential for finance professional to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the new finance professional skills to keep sharp. airSlate Academy provides this free course specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

Workflow automation can considerably benefit finance professional and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and trustworthy financial data. Moreover, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.