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Perfect your financial management skills in workflow automation and Excel your career with airSlate Academy course
213 students
Perfect your financial management skills with our comprehensive course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This 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 operations to achieve outstanding outcomes with minimal human involvement. You will get practical insights on how to configure the essential bots to put repeating tasks on autopilot and increase the accuracy and efficiency of your work.
By finishing this course, you’ll quickly Perfect your financial management skills and will be able to create automated day-to-day processes that keep your financial records precise and quickly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll get 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 check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive course
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What paperwork-based operations need automation to ensure the precision of financial transactions
- Ways to improve financial management skills and overcome the problems of document-based operations by automating them
- How to put a regular financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members managing document-heavy processes they want to simplify
- 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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In line with airSlate’s commitment to accessible learning, all our programs, including those for improving financial management skills, are available at no cost. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Normally, our course takes about 3 hours. However, you may need extra time to gain the required automation expertise if it’s your first time with our product. Take things slow and enroll in 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 Perfect your financial management skills, solidify your expertise as a user, and start automating routine financial processes.
Besides ongoing training in accounting and budgeting, it’s essential for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable financial management skills to keep sharp. airSlate Academy provides this course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping organizations understand their economic condition so they can make informed and impactful decisions.
Workflow automation can significantly benefit finance professionals and other industry experts by automating routine and recurring 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 reliable financial information. Furthermore, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
This course reveals the particulars 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. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.