to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Master your financial management skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Master your financial management 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 particulars for finance professionals. It enables you to master the art of streamlining common document-heavy financial operations to achieve impressive results with minimal human participation. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and enhance the accuracy and effectivenes of your work.
By completing this online course, you’ll quickly Master your financial management skills and will be able to build automated day-to-day processes that keep your financial records accurate and promptly 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 industry. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units 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 online course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve financial management skills and resolve the challenges of document-based operations by automating them
- How to put a typical financial process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees dealing with document-heavy processes they want to simplify
- Anyone looking for ways to obtain 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
Apart from ongoing 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 solutions. Document workflow automation is one of the most crucial financial management skills to keep sharp. airSlate Academy offers this online course specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping businesses understand their economic condition so they can make informed strategic decisions.
Workflow automation can considerably benefit finance professionals 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, resulting in more accurate and reliable financial information. In addition, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
This online course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, pre-populate them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal effort from your side.
Normally, our online course takes about 3 hours. However, you may need more time to gain the necessary 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 forget to practice your newly acquired knowledge right after completing your course to Master your financial management skills, solidify your expertise as a user, and start automating repeating financial processes.
In line with airSlate’s commitment to accessible education, all our courses, including those for streamlining financial management skills, are provided cost-free. We aim to equip specialists with the expertise and skills in document workflow automation they need to master 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.