to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize regular tasks with the airSlate Academy training for finance document automation
213 students
Equip yourself with skills that will transform your workflows. Take our training for finance document automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This training is a detailed overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining regular document-heavy financial processes to achieve outstanding results with minimal human participation. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing our training dedicated to finance document automation, you’ll be able to build automated daily processes that keep your financial information accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adapt 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 highlighting the role of workflow automation for finance expert task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the training for finance document automation
What will you learn?
- The concept of finance document automation and its advantageous impact on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways for finance admin to resolve the challenges of document-based operations by automating them
- Ways to put a typical finance admin workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance specialists and everyone working in the financial sector
- Employees handling document-heavy processes they want to simplify
- Anyone searching for ways to gain useful skills in workflow automation for career growth
Start learning today
Sign now for free
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.
Need help?
Contact Support
Workflow automation can considerably 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 precise and adequate financial data. Additionally, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
Generally, our training for finance document automation takes about 3 hours. However, you may need more time to master 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating recurring financial processes.
In addition to ongoing training in accounting and budgeting, it’s paramount for finance specialists to steadily 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 specifically developed to teach you the ins and outs of finance document automation, how to put your routine processes on autopilot, and therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
In accordance with airSlate’s commitment to accessible learning, all our programs, including the current one, are provided at no cost. 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, 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, analyze data, and prepare reports. Their work is important to helping organizations comprehend their economic status so they can make informed and impactful decisions.
This training describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create documents, pre-populate them with CRM record data, build automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.