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Upgrade your finance coordinator skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Upgrade your finance coordinator skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining common document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this free course, you’ll quickly Upgrade your finance coordinator skills and will be able to set up automated everyday processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, minimize errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What document-based operations need automation to guarantee the accuracy of financial transactions
- Ways to improve finance coordinator skills and address the problems of document-based processes by automating them
- Ways to put a regular finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members working with document-heavy tasks they want to streamline
- Anyone looking for ways to get valuable 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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Workflow automation can significantly 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 reduces the risk of human error, resulting in more precise and reliable financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
This free course describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for improving finance coordinator skills, are available totally free. We aim to equip experts with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Generally, our free course takes about 3 hours. However, you may need additional time to master the required automation skills if it’s your first time with our solution. Take things slow and enroll in 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 Upgrade your finance coordinator skills, solidify your expertise as a user, and start automating recurring financial operations.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, evaluate records, and prepare reports. Their work is crucial to helping companies understand their economic situation so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most valuable finance coordinator skills to keep sharp. airSlate Academy provides this free course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.