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Self-paced
Optimize regular tasks with the airSlate Academy training course for trade finance automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for trade 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 particulars for finance professionals. It enables you to master the art of streamlining common document-heavy financial operations to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and efficiency of your work.
By completing our training course dedicated to trade finance automation, you’ll be able to create automated daily processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, reduce errors, and adapt to the ever-changing landscape of the sector. Finally, 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 expert task compeltion
- A brief knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training course for trade finance automation
What will you learn?
- The concept of trade finance automation and its valuable effect on a company’s finances
- What document-based operations need automation to ensure the precision of financial transactions
- Ways for infrastructure finance specialist to address the problems of document-based processes by automating them
- Ways to put a typical infrastructure finance specialist process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees handling document-heavy tasks they want to simplify
- Anyone looking for ways to acquire useful 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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The role of finance experts is to handle cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping businesses comprehend their economic status so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible learning, all our programs, including the current one, are available cost-free. We aim to equip professionals with the knowledge 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 faster.
Besides continuous training in accounting and budgeting, it’s essential for finance specialists to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy offers this training course specifically developed to teach you the ins and outs of trade finance automation, how to put your routine processes on autopilot, and thereby increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Normally, our training course for trade finance automation takes about 3 hours. However, you may need additional time to gain the required automation expertise if it’s your first time with our product. Take things slow and join other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating routine financial processes.
This training course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, pre-populate them with CRM record data, create automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive 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. Furthermore, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.