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Master your finance skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Master your finance 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 particulars for finance specialists. It enables you to master the art of streamlining common document-heavy financial processes to achieve outstanding outcomes with minimal human involvement. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By completing this training course, you’ll quickly Master your finance skills and will be able to build automated daily processes that keep your financial data accurate and promptly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, reduce errors, and adjust 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 highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge examination 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 advantageous effect on a company’s finances
- What document-based operations need automation to guarantee the accuracy of financial transactions
- Ways to improve finance skills and resolve the problems of document-based operations by automating them
- Ways to put a typical financial workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members handling document-heavy operations they want to enhance
- 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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Besides continuous 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 finance skills to keep sharp. airSlate Academy offers this training course specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining finance skills, are available 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 training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
This training course reveals the particulars 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 details, build 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 involvement from your side.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses understand their economic condition so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and adequate financial data. On top of that, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
Usually, our training course takes about 3 hours. However, you may need extra time to master the required automation expertise if it’s your first time with our solution. 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 processes.