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Self-paced
Optimize regular tasks with the airSlate Academy online course for finance operation automation
213 students
Equip yourself with skills that will transform your workflows. Take our online course for finance operation 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 professionals. It enables you to master the art of streamlining common document-heavy financial operations to achieve remarkable results with minimal human engagement. You will get useful recommendations on how to set up the required bots to put routine tasks on autopilot and increase the accuracy and effectivenes of your work.
By completing our online course dedicated to finance operation automation, you’ll be able to create automated everyday processes that keep your financial information accurate and quickly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance professional task compeltion
- A brief knowledge examination and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the online course for finance operation automation
What will you learn?
- The concept of finance operation automation and its advantageous impact on a company’s finances
- What document-based operations require automation to ensure the precision of financial transactions
- Ways for finance and accounting specialist to address the challenges of document-based operations by automating them
- Ways to put a typical finance and accounting specialist process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Employees handling document-heavy operations they want to streamline
- Anyone searching for ways to obtain useful 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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Workflow automation can drastically benefit finance specialists 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 minimizes the risk of human error, resulting in more accurate and trustworthy financial information. Moreover, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our programs, including the current one, are offered free of charge. We aim to equip professionals 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 in the shortest time.
The role of finance experts is to manage cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, evaluate records, and prepare reports. Their work is important to helping companies comprehend their economic situation so they can make informed and impactful decisions.
Besides ongoing training in accounting and budgeting, it’s paramount for finance specialists to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this online course specifically designed to teach you the ins and outs of finance operation automation, how to put your routine processes on autopilot, and therefore increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Usually, our online course for finance operation automation takes about 3 hours. However, you may need more time to master the necessary automation skills if it’s your first time with our product. Take things slow and sign up 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 course to solidify your expertise as a user and start automating recurring financial processes.
This online course goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate documents, 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 various documents and systems with minimal participation from your side.