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Master your finance manager soft skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Master your finance manager soft skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this free course, you’ll quickly Master your finance manager soft skills and will be able to create 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 expertise to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound proficiency 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
- A digital certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve finance manager soft skills and address the problems of document-based processes by automating them
- Ways to put a typical finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees managing document-heavy operations they want to improve
- Anyone looking for ways to gain valuable skills in workflow automation for career development
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Questions & answers
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This free course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, pre-fill them with CRM record information, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across various documents and systems with minimal effort from your side.
In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance manager soft skills, are available at no cost. 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and reliable financial data. Moreover, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Usually, our free course takes about 3 hours. However, you may need extra time to gain the required automation skills if it’s your first time with our solution. Take things slow and enroll in 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 Master your finance manager soft skills, solidify your expertise as a user, and start automating recurring financial processes.
Apart from ongoing training in accounting and budgeting, it’s essential 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 valuable finance manager soft skills to keep sharp. airSlate Academy offers this free course specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping companies understand their economic situation so they can make informed strategic decisions.