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Perfect your financial skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Perfect your financial 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 particulars for finance specialists. It empowers you to master the art of streamlining common document-heavy financial operations to achieve impressive outcomes with minimal human involvement. You will get practical insights on how to set up the required bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.
By completing this free course, you’ll quickly Perfect your financial skills and will be able to set up automated day-to-day processes that keep your financial data accurate and quickly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance professional task completion
- A brief knowledge check 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 influence on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways to improve financial skills and address the difficulties of document-based operations by automating them
- Ways to put a regular finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees managing document-heavy operations they want to improve
- Anyone searching for ways to obtain 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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Usually, our free course takes about 3 hours. However, you may need additional time to master the required automation expertise 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 forget to practice your newly acquired knowledge right after completing your course to Perfect your financial skills, solidify your expertise as a user, and start automating recurring financial processes.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping companies comprehend their economic status so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving financial skills, are offered free of charge. We aim to equip experts with the expertise 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 faster.
This free course goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, pre-populate them with CRM record data, create automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
Apart from continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial financial skills to keep sharp. airSlate Academy provides this free course specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance specialists and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial data. Furthermore, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.