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This certification program is aimed at anyone working in the finance industry looking to streamline and enhance their daily workflows. The program provides a detailed overview of airSlate WorkFlow basics and presents typical use cases for the finance industry.
By the end of the program, you will be fully equipped with the necessary knowledge to create automated workflows that increase efficiency and reduce stress for finance teams in any organization.
Are you ready to change the way you handle paperwork? Discover how to automate document workflows within one platform and keep things running smoothly.
Time is money, who would argue? The faster an invoice is processed, the sooner money exchanges hands. Learn how to convert your complex invoicing processes into fast and easy automated workflows.
Sales and procurement departments are easily burdened with piles of documents. They often spend most of their working days processing paperwork. Discover a simple way to make price quoting processes more efficient, flexible, and transparent.
Do you find errors or typos when pulling large amounts of data into spreadsheets? Learn how to completely get rid of any mistakes that occur in spreadsheets while automatically populating Google Sheets with data from your documents.
Are you looking to track when exactly your documents are completed and where they will go next? Stay on top of your documents’ completion by receiving automatic emails with completed documents attached.
How much time do you spend copying information from one document to another? Learn how to automatically route data between multiple documents to save time and eliminate the hassle of completing high-priority tasks on a deadline.
Do you still lose time transferring customer data from Salesforce into the documents you need? Make your sales workflows fast and accurate by automatically moving information between Salesforce records and contracts, sales orders, or the proposals you’re working on.
Delegate document transfers to no-code automation! Discover how to simplify and streamline your Salesforce processes by instantly attaching completed documents without going through any manual motions.
Try to imagine an organization that has document workflows without computers and software. When the financial industry neglects the adoption of tools for the digitization of processes, a massive amount of time is wasted while manually entering data and correcting errors. As a result, employees have a lower satisfaction level and succumb to burnout. Outdated processes can put employees off.
Scattered data. A new client is a new document, a few new spreadsheets, and even new folders. Organizing all of these documents and spreadsheets takes a lot of manual work and attention. If you’re a good organizer, you can keep everything in a single place, but just imagine the chaos for those storing files in different cloud storage systems or even different folders within the same cloud storage; a headache.
The human factor. The financial industry is a specific beast with unique processes. Therefore, if a process is managed by a single person or a group of people, mistakes can be very costly. People create a bottleneck called “the human factor.” By introducing robotic process automation in Finance, you’ll be able to prevent many mistakes from ever taking place.
Data leaks. Financial processes are subject to risks and vulnerabilities. Whether you trust your employees or not, there will always be room for mistakes that can cost you a lot; sometimes even your business. For example, an accountant forgets to close their laptop when issuing or signing invoices and someone sees an HR manager’s salary and it becomes the main topic to gossip about. Not to mention the deeper security risks associated with the same idea of leaded information.
Finance automation can fundamentally change your approach to business management. With the right tools, you can pull the data you want from different sources and push it to new documents. Plus, neither you nor any other employee will need to search for and copy a single line of text. You get as many records as you want in clicks without human intervention. More importantly, get accurate information. Robotic process automation in Finance does not make mistakes if the software’s settings are set up properly and employees input data correctly the first time.
Finance automation completely eliminates the human factor, allowing you to process most documents around the clock. When your intervention is required, you'll get a notification directing you on what to do and where to do it.
If you’re concerned about security, financial process automation will take care of that too. Nowadays, software offers advanced protection measures such as two-factor authentication. Additionally, a good solution must meet various requirements according to local, federal, and international laws and regulations.
All of the above sounds a bit like a fantasy, but you can rest assured that there’s such a solution. airSlate WorkFlow is an all-in-one, no-code platform that’s helping SMBs to SMEs revolutionize how they implement tax automation and accounting automation into their daily finance workflows.
airSlate WorkFlow does this via bots, software robots, basically, micro-software that automates various functions and actions within a particular workflow instance. You don't need to code a single line or hire developers to implement bots. They are based on simple if-this-then-that conditional logic. When setting up a workflow, you should choose the bot you need and configure it. There are hundreds of bots, some for importing or exporting information, integrating with different systems of record, and even sending out notifications. In addition, you can also check the actions your bots have taken with the bots log.
There are many courses by the airSlate Academy for walking you through all of the nuances of airSlate WorkFlow and automation in the finance industry. Check out use cases and recreate their workflow instances in your own processes. After completing each course, you'll get a verified certificate that proves your knowledge.
An automated accounting system automates tasks completely or partially to minimize human intervention. A solution like airSlate WorkFlow can help you automatically update records, get timely and accurate analytics, and create invoices, quotes, and more in clicks. In short, accounting automation will save your employees from repetitive inefficient processes.
Automation in finance procedures minimizes errors and speeds up processes. In addition to increasing productivity, you’ll also reduce your employees’ workloads and free them from uninspiring tasks. There’s no longer a choice between fast and quality processes. An automated workflow helps you manage large amounts of data without sacrificing time or budget.
Indirect tax automation helps you prepare a tax return with accurate information automatically. It also plans a forecast for you for the next tax year. In this way, you can keep your affairs in order without the risk of human error.
Certain industries have long embraced automated finance, while others are considering adopting it. Missing the opportunity to automate can lead any business to fall behind in the competitive landscape. Automated finance aims to liberate individuals from mundane tasks, allowing them to focus on more crucial work. This shift ensures employees are compensated based on the value they bring rather than on manual data transfers between spreadsheets.
Almost any repetitive process can be automated. If you want to eliminate manual data entry, document creation, or missed deadlines, airSlate WorkFlow, as automated accounting software, comes in handy. Automatically export and import data, generate records and reports, set up auto-reminders, and combine various data resources without human intervention.
There are many beliefs surrounding financial process automation. One of the worst is that accountants can lose their jobs. However, an automated accounting system is just a tool that helps employees perform well without unnecessary stress. Accountants often work overtime and experience burnout, however, with automation, this doesn’t have to be the case anymore.
Any workflow, including accounting, is a set of tasks. An automated accounting system makes the completion of those tasks automatic. For example, after you launch a workflow, bots check your CRM system and pre-fill documents with the required information. When your document is completed, you receive a notification that the process has already been finished.
Robotic process automation in finance represents using software to increase ROI for finance departments. That is, your RPA solution not only pays off, it also allows you to reduce costs for other processes. Firstly, you no longer need extra team members to run a process. An automated workflow equipped with airSlate WorkFlow’s bots will do almost everything. Further, financial process automation works without weekends and breaks, so even when you’re on vacation, you can be sure that your workflow instances are running as they should, 24/7.
Simply put, no. Yet, an automated accounting system can profoundly transform accounting processes. Automating accounting might pose a challenge if your accountant solely handles paperwork and sends documents for signing. However, automation proves highly advantageous for a proficient accountant overseeing more than administrative duties. A skilled accountant manages tasks and assesses and strategizes to enhance various processes. These competencies will always remain essential.
Implementing automation finance to your processes is not rocket science. airSlate WorkFlow provides a no-code platform where you can create any kind of workflow from start to finish using bots. Just upload documents, edit them, add and configure bots, and run the workflow instances. On average, setup takes you thirty minutes. To learn more, enroll in the airSlate Academy’s courses.