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Upgrade your finance technical skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Upgrade your finance technical skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course 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 operations to achieve remarkable outcomes with minimal human engagement. You will get practical insights on how to configure the required bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this online course, you’ll quickly Upgrade your finance technical skills and will be able to set up automated day-to-day processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What document-based operations require automation to guarantee the precision of financial transactions
- Ways to improve finance technical skills and overcome the problems of document-based processes by automating them
- Ways to put a typical finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members dealing with document-heavy tasks they want to enhance
- Anyone looking for ways to acquire 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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In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining finance technical skills, are provided at no cost. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping businesses understand their economic condition so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s paramount for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most valuable finance technical skills to keep sharp. airSlate Academy provides this online course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial data. Additionally, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Normally, our online course takes about 3 hours. However, you may need additional time to gain 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to Upgrade your finance technical skills, solidify your expertise as a user, and start automating routine financial operations.
This online course reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, pre-fill them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.