Optimize regular tasks with the airSlate Academy training for financial market automation

Usually, our training for financial market 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 solution. 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 training course to solidify your expertise as a user and start automating recurring financial operations.

Apart from continuous training in accounting and budgeting, it’s necessary for finance specialists to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this training specifically created to teach you the ins and outs of financial market automation, how to put your routine processes on autopilot, and therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.

In line with airSlate’s commitment to accessible learning, all our programs, including the current one, are provided cost-free. We aim to equip professionals with the expertise 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 in the shortest time.

Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks including 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 reliable financial data. Furthermore, automation enables finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.

The role of finance experts is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping businesses understand their economic situation 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 implement it in financial processes. You learn to generate forms, pre-fill them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.