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Perfect your Finance Manager skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Perfect your finance manager skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a detailed overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve outstanding outcomes with minimal human engagement. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and increase the accuracy and effectivenes of your work.
By completing this free course, you’ll quickly Perfect your finance manager skills and will be able to build automated daily processes that keep your financial data precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance specialist task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based processes require automation to guarantee the precision of financial transactions
- Ways to improve finance manager skills and resolve the challenges of document-based processes by automating them
- How to put a typical finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees working with document-heavy processes they want to streamline
- Anyone looking for ways to acquire valuable skills in workflow automation for career growth
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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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The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a company. They deal with 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 and impactful decisions.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and trustworthy financial information. In addition, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
This free course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate forms, auto-fill them with CRM record details, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.
In line with airSlate’s commitment to accessible education, all our programs, including those for streamlining finance manager skills, are provided at no cost. 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Usually, our free course takes about 3 hours. However, you may need additional time to gain the required automation expertise 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, don’t forget to practice your newly acquired knowledge right after completing your course to Perfect your finance manager skills, solidify your expertise as a user, and start automating recurring financial processes.
Besides ongoing training in accounting and budgeting, it’s essential for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance manager skills to keep sharp. airSlate Academy provides this free course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and liberating time for more strategic tasks.