Get valuable skills in workflow automation for Head of finance with airSlate Academy training course

The role of head of finance is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping organizations understand their economic condition so they can make informed strategic decisions.

Workflow automation can considerably benefit head of finance and other industry experts by automating routine 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 information. On top of that, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.

Usually, our training course for head of finance takes about 3 hours. However, you may need more time to master the required automation skills if it’s your first time with our product. 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 course to solidify your expertise as a user and start automating recurring financial operations.

In line with airSlate’s commitment to accessible education, all our courses, including those for head of finance, are available free of charge. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

This training course reveals the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, auto-populate them with CRM record data, create automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions between various documents and systems with minimal involvement from your side.

Besides ongoing training in accounting and budgeting, it’s important for head of finance to constantly boost 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 offers this training course in Workflow automation for head of finance specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.