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Perfect your financial services skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Perfect your financial services 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 comprehensive overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable outcomes with minimal human involvement. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and boost the accuracy and productivity of your work.
By finishing this free course, you’ll quickly Perfect your financial services skills and will be able to create automated daily processes that keep your financial records accurate and promptly 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 expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance professional task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What paperwork-based operations need automation to guarantee the precision of financial transactions
- Ways to improve financial services skills and overcome the difficulties of document-based processes by automating them
- Ways to put a regular financial workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees handling document-heavy processes they want to streamline
- Anyone searching for ways to acquire valuable 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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Normally, our free course takes about 3 hours. However, you may need extra time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and enroll in 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 program to Perfect your financial services skills, solidify your expertise as a user, and start automating repeating financial processes.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They manage financial transactions, create budgets, analyze records, and create reports. Their work is essential to helping businesses comprehend their economic status so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining financial services skills, 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
In addition to continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial financial services skills to keep sharp. airSlate Academy offers this free course specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance professionals and other industry experts by automating regular 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 precise and reliable financial information. Moreover, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
This free course describes the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions between various documents and systems with minimal effort from your side.