Type any topic that interests you
This online course is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining typical document-heavy financial operations to achieve impressive outcomes with minimal human involvement. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and increase the accuracy and productivity of your work.
By completing our online course dedicated to structured finance process automation, you’ll be able to set up automated daily processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
This online course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, auto-populate them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.
Generally, our online course for structured finance process automation takes about 3 hours. However, you may need additional time to master the necessary automation expertise if it’s your first time with our product. 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 repeating financial processes.
Workflow automation can considerably 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 reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial data. Moreover, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance experts is to manage cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, analyze data, and create reports. Their work is essential to helping businesses comprehend their economic situation so they can make informed strategic decisions.
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 solutions. Document workflow automation is also an important skill to keep sharp. airSlate Academy offers this online course specifically developed to teach you the ins and outs of structured finance process automation, how to put your routine processes on autopilot, and thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
In line with airSlate’s commitment to accessible education, all our programs, including the current one, are provided free of charge. We aim to equip specialists with the expertise 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 faster.