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Master your finance skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Master your finance skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable outcomes with minimal human engagement. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and increase the accuracy and efficiency of your work.
By completing this online course, you’ll quickly Master your finance skills and will be able to set up automated everyday processes that keep your financial records precise and rapidly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll receive 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 examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways to improve finance skills and resolve the difficulties of document-based operations by automating them
- Ways to put a regular finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members managing document-heavy processes they want to improve
- Anyone searching for ways to acquire 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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This online course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and accurate data transitions between different documents and systems with minimal effort from your side.
In addition to ongoing training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial finance skills to keep sharp. airSlate Academy provides this online course specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and trustworthy financial information. Moreover, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Usually, our online 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 join other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t forget to practice your newly acquired knowledge right after completing your program to Master your finance skills, solidify your expertise as a user, and start automating repeating financial operations.
In line with airSlate’s commitment to accessible education, all our programs, including those for streamlining finance skills, are provided at no cost. We aim to equip professionals with the expertise 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 faster.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping companies comprehend their economic condition so they can make informed strategic decisions.