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Master your financial services skills in workflow automation and Excel your career with airSlate Academy training
213 students
Master your financial services skills with our comprehensive training in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training 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 outstanding outcomes with minimal human engagement. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and increase the accuracy and productivity of your work.
By finishing this training, you’ll quickly Master your financial services skills and will be able to create automated everyday processes that keep your financial data precise and rapidly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules 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 training
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based processes need automation to ensure the precision of financial transactions
- Ways to improve financial services skills and address the difficulties of document-based operations by automating them
- Ways to put a regular finance-related workflow on autopilot utilizing 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
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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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The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping companies understand their economic situation so they can make informed and impactful decisions.
This training describes 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 details, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and accurate data transitions across different documents and systems with minimal effort from your side.
In line with airSlate’s commitment to accessible learning, all our programs, including those for improving financial services skills, are available cost-free. We aim to equip experts with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Besides continuous training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial financial services skills to keep sharp. airSlate Academy offers this training specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Generally, our training takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and register for 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 financial services skills, solidify your expertise as a user, and start automating repeating financial processes.
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 reclaims working hours but also reduces the risk of human error, leading to more accurate and adequate financial information. In addition, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.