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Self-paced
Optimize regular tasks with the airSlate Academy training course for financial market automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for financial market 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 empowers you to master the art of streamlining regular document-heavy financial operations to achieve remarkable results with minimal human engagement. You will get useful recommendations on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By finishing our training course dedicated to financial market automation, you’ll be able to set up automated daily processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance expert task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training course for financial market automation
What will you learn?
- The concept of financial market automation and its beneficial effect on a company’s finances
- What document-based operations need automation to ensure the precision of financial transactions
- Ways for finance professional to overcome the problems of document-based processes by automating them
- Ways to put a typical finance professional workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance specialists and everyone employed in the financial sector
- Staff members managing document-heavy tasks they want to improve
- Anyone looking for ways to obtain valuable skills in workflow automation for career growth
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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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Besides ongoing training in accounting and budgeting, it’s important for finance specialists to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this training course specifically designed to teach you the ins and outs of financial market automation, how to put your routine processes on autopilot, and thereby increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This training course goes through 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 data, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.
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, evaluate records, and prepare reports. Their work is crucial to helping organizations comprehend their economic condition so they can make informed strategic decisions.
In accordance with airSlate’s commitment to accessible learning, all our programs, 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.
Generally, our training course for financial market automation takes about 3 hours. However, you may need more time to gain the necessary automation skills 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 drastically benefit finance specialists and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more accurate and trustworthy financial information. Additionally, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.