to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Master your basic financial skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Master your basic financial skills with our comprehensive training course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training course is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining typical document-heavy financial operations to achieve remarkable results with minimal human involvement. 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 course, you’ll quickly Master your basic financial skills and will be able to build automated day-to-day processes that keep your financial information precise and instantly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive training 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 processes by automating them
- How to put a regular financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Staff members dealing with document-heavy tasks they want to improve
- Anyone looking for ways to get valuable 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
Normally, our training course takes about 3 hours. However, you may need extra time to gain the required automation expertise if it’s your first time with our product. Take things slow and join 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 Master your basic financial skills, solidify your expertise as a user, and start automating recurring financial processes.
This training course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, pre-populate them with CRM record data, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and adequate financial information. On top of that, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining basic financial skills, are available at no cost. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Apart from continuous training in accounting and budgeting, it’s paramount for all finance professionals to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial basic financial skills to keep sharp. airSlate Academy offers this training course specifically developed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping organizations comprehend their economic situation so they can make informed and impactful decisions.