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Self-paced
Optimize regular tasks with the airSlate Academy training for finance sector process automation
213 students
Equip yourself with skills that will transform your workflows. Take our training for finance sector 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 professionals. It enables you to master the art of streamlining regular document-heavy financial processes to achieve outstanding outcomes with minimal human participation. You will get practical insights on how to configure the essential bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing our training dedicated to finance sector process automation, you’ll be able to build automated everyday processes that keep your financial data accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, 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 quick knowledge examination and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the training for finance sector process automation
What will you learn?
- The concept of finance sector process automation and its valuable influence on a company’s finances
- What paperwork-based processes require automation to ensure the precision of financial transactions
- Ways for head of commercial finance to address the challenges of document-based processes by automating them
- Ways to put a typical head of commercial finance process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees dealing with document-heavy operations they want to simplify
- 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 cost-free. We aim to equip experts 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 in the shortest time.
Usually, our training for finance sector process automation takes about 3 hours. However, you may need extra time to gain the necessary automation skills 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, remember to practice your newly acquired knowledge right after completing your program 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 like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and trustworthy financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
In addition to ongoing training in accounting and budgeting, it’s necessary for finance specialists to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this training specifically developed to teach you the ins and outs of finance sector process automation, how to put your routine processes on autopilot, and thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
The role of finance experts is to manage cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping organizations understand their economic condition so they can make informed and impactful decisions.
This training goes through 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 generate documents, pre-populate them with CRM record details, 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 effort from your side.