Optimize regular tasks with the airSlate Academy online course for finance workflow automation

In line with airSlate’s commitment to accessible education, all our courses, including the current one, are available at no cost. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

Normally, our online course for finance workflow automation takes about 3 hours. However, you may need additional time to master 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 course to solidify your expertise as a user and start automating routine financial processes.

The role of finance experts is to manage cash flow situations and tasks related to the financial health of a business. They manage financial transactions, create budgets, analyze data, and create reports. Their work is important to helping businesses understand their economic condition so they can make informed and impactful decisions.

Workflow automation can significantly benefit finance specialists and other industry experts by automating regular and repetitive tasks like 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. Furthermore, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.

This online course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, auto-populate them with CRM record data, build 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 involvement from your side.

In addition to ongoing training in accounting and budgeting, it’s essential for finance specialists to steadily improve their technical skills in dealing 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 developed to teach you the ins and outs of finance workflow automation, how to put your routine processes on autopilot, and and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.