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Perfect your Head of finance skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Perfect your head of finance skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By completing this online course, you’ll quickly Perfect your head of finance skills and will be able to set up 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 optimize operations, minimize errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based processes need automation to ensure the accuracy of financial transactions
- Ways to improve head of finance skills and address the challenges of document-based processes by automating them
- How to put a regular finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members handling document-heavy processes they want to streamline
- Anyone looking for ways to gain valuable skills in workflow automation for career development
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Questions & answers
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This online course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, pre-populate them with CRM record details, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions between various documents and systems with minimal effort from your side.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping organizations comprehend their economic status so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance professionals and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. Additionally, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our programs, including those for streamlining head of finance skills, are provided totally free. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Usually, our online course takes about 3 hours. However, you may need more time to gain the required automation expertise if it’s your first time with our solution. Take things slow and register for 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 head of finance skills, solidify your expertise as a user, and start automating repeating financial operations.
In addition to ongoing training in accounting and budgeting, it’s paramount for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial head of finance skills to keep sharp. airSlate Academy offers this online course specifically created to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.