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Self-paced
Optimize regular tasks with the airSlate Academy training course for corporate finance automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for corporate finance automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This training course is a comprehensive 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 outstanding results with minimal human engagement. You will get useful recommendations on how to configure the necessary bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.
By finishing our training course dedicated to corporate finance automation, you’ll be able to create automated daily processes that keep your financial information precise and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance expert task compeltion
- A quick knowledge check and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the training course for corporate finance automation
What will you learn?
- The concept of corporate finance automation and its advantageous effect on a company’s finances
- What paperwork-based operations need automation to ensure the precision of financial transactions
- Ways for finance partner to resolve the difficulties of document-based processes by automating them
- Ways to put a regular finance partner process on autopilot utilizing no-code bots
Who is this course for?
- Finance specialists and everyone working in the financial industry
- Staff members handling document-heavy operations they want to improve
- Anyone searching for ways to obtain 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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Apart from continuous training in accounting and budgeting, it’s necessary for finance specialists to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this training course specifically created to teach you the ins and outs of corporate finance automation, how to put your routine processes on autopilot, and thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and recurring tasks such as 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 trustworthy financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
The role of finance experts 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 prepare reports. Their work is crucial to helping companies comprehend their economic situation so they can make informed strategic decisions.
This training course describes the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, pre-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions between various documents and systems with minimal involvement from your side.
Usually, our training course for corporate finance automation takes about 3 hours. However, you may need extra time to gain the necessary 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 solidify your expertise as a user and start automating recurring financial operations.
In accordance with airSlate’s commitment to accessible learning, all our courses, including the current one, are provided free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.