Get valuable skills in online document management for finance partner with airSlate Academy free course

Usually, our free course for finance partner takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our solution. Take things slow and join 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 training course to solidify your expertise as a user and start automating recurring financial operations.

The role of finance partner is to handle cash flow situations and tasks related to the financial health of a company. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is essential to helping companies comprehend their economic status so they can make informed and impactful decisions.

Workflow automation can considerably benefit finance partner and other industry experts by automating regular and recurring 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 precise and adequate financial data. On top of that, automation enables finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.

In line with airSlate’s commitment to accessible learning, all our programs, including those for finance partner, are offered at no cost. We aim to equip experts with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

This free course reveals the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.

Besides continuous training in accounting and budgeting, it’s essential for finance partner to steadily boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this free course in Online document management for finance partner specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.