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Optimize regular tasks with the airSlate Academy training course for finance process automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for finance process automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This training course is a detailed overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human participation. You will get practical insights on how to set up the essential bots to put repeating tasks on autopilot and enhance the accuracy and productivity of your work.
By completing our training course dedicated to finance process automation, you’ll be able to set up automated day-to-day processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the skills to improve operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance professional task compeltion
- A brief knowledge examination and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training course for finance process automation
What will you learn?
- The concept of finance process automation and its beneficial effect on a company’s finances
- What document-based operations need automation to guarantee the accuracy of financial transactions
- Ways for finance business partner to overcome the problems of document-based processes by automating them
- How to put a regular finance business partner process on autopilot utilizing no-code bots
Who is this course for?
- Finance specialists and everyone operating in the financial industry
- Staff members managing document-heavy tasks they want to improve
- Anyone looking for ways to acquire useful skills in workflow automation for career growth
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Questions & answers
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This training course describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, auto-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across various documents and systems with minimal effort from your side.
In line with airSlate’s commitment to accessible learning, all our courses, including the current one, are provided cost-free. We aim to equip professionals with the expertise 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.
The role of finance experts is to handle cash flow situations and tasks associated with the financial health of a business. They handle financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping organizations understand their economic situation so they can make informed and impactful decisions.
In addition to continuous training in accounting and budgeting, it’s important for finance specialists to constantly 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 offers this training course specifically designed to teach you the ins and outs of finance process automation, how to put your routine processes on autopilot, and therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Workflow automation can significantly 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. Moreover, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Generally, our training course for finance process automation takes about 3 hours. However, you may need extra time to gain the necessary automation skills 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, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial operations.