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Master your basic financial skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Master your basic financial skills with our comprehensive automation course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This automation course is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this automation course, you’ll quickly Master your basic financial skills and will be able to create automated daily processes that keep your financial records accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce 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 describing the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive automation course
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What paperwork-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve basic financial skills and resolve the challenges of document-based operations by automating them
- How to put a regular finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees managing document-heavy processes they want to enhance
- Anyone searching for ways to gain valuable 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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Workflow automation can considerably benefit finance professionals and other industry experts by automating routine 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, leading to more precise and adequate financial information. Additionally, automation enables finance specialists to focus 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 streamlining basic financial skills, are provided free of charge. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
In addition to ongoing training in accounting and budgeting, it’s necessary for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial basic financial skills to keep sharp. airSlate Academy provides this automation 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.
Generally, our automation course takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in 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 Master your basic financial skills, solidify your expertise as a user, and start automating recurring financial operations.
This automation course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, auto-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, evaluate records, and prepare reports. Their work is important to helping organizations understand their economic situation so they can make informed strategic decisions.