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Self-paced
Optimize regular tasks with the airSlate Academy online course for financial contract automation
213 students
Equip yourself with skills that will transform your workflows. Take our online course for financial contract 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 empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable outcomes with minimal human involvement. You will get useful recommendations on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and efficiency of your work.
By finishing our online course dedicated to financial contract automation, you’ll be able to create automated everyday processes that keep your financial information precise and instantly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adjust to the ever-changing landscape of the sector. 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 specialist task compeltion
- A brief knowledge examination and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the online course for financial contract automation
What will you learn?
- The concept of financial contract automation and its advantageous influence on a company’s finances
- What paperwork-based processes require automation to ensure the accuracy of financial transactions
- Ways for strategic finance professional to resolve the challenges of document-based operations by automating them
- How to put a typical strategic finance professional process on autopilot using no-code bots
Who is this course for?
- Finance specialists and everyone operating in the financial sector
- Staff members handling document-heavy processes they want to streamline
- Anyone looking 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 considerably benefit finance specialists and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more accurate and trustworthy financial data. Furthermore, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.
Normally, our online course for financial contract automation takes about 3 hours. However, you may need more time to gain the necessary automation skills if it’s your first time with our product. Take things slow and join other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial operations.
In accordance with airSlate’s commitment to accessible learning, all our courses, including the current one, are provided free of charge. 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 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 related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping businesses comprehend their economic status so they can make informed strategic decisions.
This online course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create forms, pre-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and accurate data transitions between various documents and systems with minimal effort from your side.
Besides continuous training in accounting and budgeting, it’s necessary for finance specialists to steadily boost their technical skills in working with CRM/ERP and other professional software applications. 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 financial contract automation, how to put your routine processes on autopilot, and therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.