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Self-paced
Optimize regular tasks with the airSlate Academy online course for corporate finance automation
213 students
Equip yourself with skills that will transform your workflows. Take our online course for corporate finance automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This online course is a comprehensive overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get practical insights on how to set up the required bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.
By finishing our online course dedicated to corporate finance automation, you’ll be able to build automated everyday processes that keep your financial data accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance expert task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the online course for corporate finance automation
What will you learn?
- The concept of corporate finance automation and its advantageous influence on a company’s finances
- What paperwork-based operations require automation to guarantee the precision of financial transactions
- Ways for commercial finance consultant to overcome the challenges of document-based operations by automating them
- Ways to put a typical commercial finance consultant process on autopilot utilizing no-code bots
Who is this course for?
- Finance specialists and everyone working in the financial sector
- Staff members handling document-heavy processes they want to streamline
- Anyone looking for ways to obtain valuable skills in workflow automation for career growth
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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 learning, all our programs, including the current one, are provided at no cost. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
The role of finance experts is to handle cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping businesses understand their economic condition so they can make informed strategic decisions.
Workflow automation can significantly benefit finance specialists and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and trustworthy financial information. Moreover, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
Besides continuous training in accounting and budgeting, it’s essential for finance specialists to constantly boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this online course specifically designed to teach you the ins and outs of corporate finance automation, how to put your routine processes on autopilot, and therefore increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
This online course reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, auto-fill them with CRM record data, build automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.
Generally, our online course for corporate finance automation takes about 3 hours. However, you may need more time to gain the required automation expertise 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.