Get valuable skills in no-code workflow automation for finance partner with airSlate Academy training course

In line with airSlate’s commitment to accessible education, all our courses, including those for finance partner, are offered totally free. We aim to equip professionals with the knowledge 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 faster.

This training course goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create documents, pre-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions across various documents and systems with minimal involvement from your side.

In addition to ongoing training in accounting and budgeting, it’s important for finance partner to steadily boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also a critical skill to keep sharp. airSlate Academy offers this training course in No-code workflow automation for finance partner specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.

The role of finance partner is to handle cash flow situations and tasks associated with the financial health of a company. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is important to helping companies understand their economic condition so they can make informed and impactful decisions.

Generally, our training course for finance partner 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 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 program to solidify your expertise as a user and start automating recurring financial processes.

Workflow automation can significantly benefit finance partner and other industry experts by automating regular 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, leading to more precise and adequate financial information. Furthermore, automation enables finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.