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Get valuable skills in process automation for finance admin with airSlate Academy free course
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Get a practical understanding of Process automation for finance admin with the airSlate Academy free course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This free course is a comprehensive overlook of Process automation for finance admin. It enables you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By completing this free course, you’ll be able to set up automated everyday processes that keep your financial records accurate and rapidly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adapt 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:
- Modules explaining the role of workflow automation for finance admin task completion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the free course for finance admin
What will you learn?
- The concept of document workflow automation and its beneficial effect on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways for finance admin to resolve the problems of document-based processes by automating them
- Ways to put a regular finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial sector
- Staff members managing document-heavy tasks they want to streamline
- Anyone searching for ways to get useful 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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The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping organizations understand their economic situation so they can make informed strategic decisions.
In addition to continuous training in accounting and budgeting, it’s paramount for finance admin to constantly improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this free course in Process automation for finance admin specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are available free of charge. 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.
Generally, our free course for finance admin takes about 3 hours. However, you may need additional time to gain the necessary 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, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating recurring financial processes.
Workflow automation can significantly benefit finance admin and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and adequate financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
This free course reveals 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 generate forms, auto-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between various documents and systems with minimal effort from your side.