to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Optimize regular tasks with the airSlate Academy training for finance robotics process automation
213 students
Equip yourself with skills that will transform your workflows. Take our training for finance robotics process automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This training is a comprehensive overlook of document workflow automation particulars for finance specialists. It enables you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get useful recommendations on how to configure the essential bots to put routine tasks on autopilot and boost the accuracy and productivity of your work.
By finishing our training dedicated to finance robotics process automation, you’ll be able to set up automated everyday processes that keep your financial records precise and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize 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:
- Modules highlighting the role of workflow automation for finance professional task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training for finance robotics process automation
What will you learn?
- The concept of finance robotics process automation and its beneficial effect on a company’s finances
- What paperwork-based operations require automation to guarantee the precision of financial transactions
- Ways for finance director to address the challenges of document-based operations by automating them
- Ways to put a typical finance director workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees dealing with document-heavy operations they want to simplify
- Anyone looking 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 recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and trustworthy financial data. In addition, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Usually, our training for finance robotics process automation takes about 3 hours. However, you may need extra 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 forget to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating recurring financial processes.
This training describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, auto-fill them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal effort from your side.
The role of finance experts is to manage cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is important to helping organizations comprehend their economic situation so they can make informed and impactful decisions.
In addition to continuous 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 important skill to keep sharp. airSlate Academy offers this training specifically created to teach you the ins and outs of finance robotics process automation, how to put your routine processes on autopilot, and and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
In accordance with airSlate’s commitment to accessible education, all our courses, 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, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.