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This training is a comprehensive overlook of Workflow automation for finance controller. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve impressive outcomes with minimal human participation. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and enhance the accuracy and productivity of your work.
By completing this training, you’ll be able to build automated day-to-day processes that keep your financial records 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 sector. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance controller, are provided cost-free. We aim to equip specialists 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.
Apart from continuous training in accounting and budgeting, it’s essential for finance controller to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this training in Workflow automation for finance controller specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Generally, our training for finance controller 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 register for 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 solidify your expertise as a user and start automating routine financial processes.
Workflow automation can significantly benefit finance controller and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and trustworthy financial information. On top of that, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
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 create forms, auto-fill them with CRM record data, create automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
The role of finance controller is to handle cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is important to helping companies comprehend their economic situation so they can make informed and impactful decisions.