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Get valuable skills in no-code data automation for finance and accounting specialist with airSlate Academy training course
213 students
Get a practical understanding of No-code data automation for finance and accounting specialist with the airSlate Academy training course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This training course is a comprehensive overlook of No-code data automation for finance and accounting specialist. It enables you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human involvement. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and enhance the accuracy and productivity of your work.
By completing this training course, you’ll be able to set up automated everyday processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance and accounting specialist task completion
- A quick knowledge check and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the training course for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways for finance and accounting specialist to resolve the difficulties of document-based processes by automating them
- Ways to put a regular finance and accounting specialist process on autopilot using no-code bots
Who is this course for?
- finance and accounting specialist and everyone employed in the financial sector
- Employees working with document-heavy operations they want to streamline
- Anyone searching for ways to obtain 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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In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance and accounting specialist, are offered 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Besides ongoing training in accounting and budgeting, it’s important for finance and accounting specialist to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this training course in No-code data automation for finance and accounting specialist specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
The role of finance and accounting specialist is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping companies understand their economic status so they can make informed and impactful decisions.
Usually, our training course for finance and accounting specialist takes about 3 hours. However, you may need additional time to gain the necessary automation skills if it’s your first time with our solution. Take things slow and sign up for 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 program to solidify your expertise as a user and start automating recurring financial processes.
Workflow automation can drastically benefit finance and accounting specialist and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and reliable financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This training course reveals 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-populate them with CRM record data, build automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.