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Self-paced
Learn new finance professional skills in workflow automation with the airSlate Academy online course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn new finance professional skills with online course in workflow automation to optimize regular operations.
About this course
This online course is a comprehensive overlook of document workflow automation specifics for finance professional. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive outcomes with minimal human engagement. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this online course, you’ll be able to create automated daily processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired new finance professional skills
- An electronic certificate upon successful completion of the online course for finance professional
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways for finance professional to resolve the difficulties of document-based operations by automating them
- Ways to put a typical finance professional process on autopilot using no-code bots
Who is this course for?
- finance professional and everyone working in the financial sector
- Employees working with document-heavy processes they want to improve
- 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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The role of finance professional is to manage cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping businesses understand their economic situation so they can make informed and impactful decisions.
This online course 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-populate them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.
Workflow automation can drastically benefit finance professional and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and reliable financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance professional, are provided free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Generally, our online course for finance professional takes about 3 hours. However, you may need additional 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, 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 repeating financial processes.
In addition to continuous training in accounting and budgeting, it’s important for finance professional to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the new finance professional skills to keep sharp. airSlate Academy offers this online course specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.