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Self-paced
Optimize regular tasks with the airSlate Academy training course for finance workflow automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for finance workflow 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 particulars for finance professionals. It enables you to master the art of streamlining common document-heavy financial operations to achieve remarkable outcomes with minimal human participation. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By finishing our training course dedicated to finance workflow automation, you’ll be able to build automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize 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 describing the role of workflow automation for finance professional task compeltion
- A brief knowledge examination and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the training course for finance workflow automation
What will you learn?
- The concept of finance workflow automation and its valuable effect on a company’s finances
- What document-based operations require automation to ensure the precision of financial transactions
- Ways for business finance specialist to address the challenges of document-based processes by automating them
- Ways to put a regular business finance specialist workflow on autopilot using no-code bots
Who is this course for?
- Finance specialists and everyone employed in the financial sector
- Employees working with document-heavy processes they want to enhance
- Anyone looking for ways to acquire 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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In accordance with airSlate’s commitment to accessible education, all our programs, including the current one, are offered totally free. We aim to equip experts with the expertise and skills in document workflow automation they need to excel 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 in the shortest time.
Besides ongoing training in accounting and budgeting, it’s essential for finance specialists to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this training course specifically created to teach you the ins and outs of finance workflow automation, how to put your routine processes on autopilot, and therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
The role of finance experts is to manage cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping businesses understand their economic condition so they can make informed strategic decisions.
This training course reveals 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 create forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions across various documents and systems with minimal effort from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and reliable financial data. Furthermore, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Generally, our training course for finance workflow automation takes about 3 hours. However, you may need additional time to gain the required automation skills 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, don’t forget to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating repeating financial operations.