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Advance your basic financial skills in workflow automation and Excel your career with airSlate Academy training
213 students
Advance your basic financial skills with our comprehensive training in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training is a detailed overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human engagement. You will get practical insights on how to configure the necessary bots to put routine tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this training, you’ll quickly Advance your basic financial skills and will be able to set up automated day-to-day processes that keep your financial information accurate and rapidly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive 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
- A digital certificate upon successful completion of our comprehensive training
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve basic financial skills and address the challenges of document-based operations by automating them
- How to put a regular financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees working with document-heavy tasks they want to enhance
- 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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This training describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, pre-fill them with CRM record information, 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 participation from your side.
Apart from ongoing training in accounting and budgeting, it’s essential for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial basic financial skills to keep sharp. airSlate Academy offers this training specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses comprehend their economic status so they can make informed strategic decisions.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining basic financial skills, are available at no cost. We aim to equip experts with the knowledge 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 faster.
Usually, our training takes about 3 hours. However, you may need extra time to master the necessary automation skills if it’s your first time with our product. 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 program to Advance your basic financial skills, solidify your expertise as a user, and start automating routine financial processes.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.