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Advance your finance administrator skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Advance your finance administrator skills with our comprehensive automation course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This automation course is a detailed overlook of document workflow automation particulars for finance professionals. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human participation. You will get useful recommendations on how to set up the required bots to put routine tasks on autopilot and enhance the accuracy and effectivenes of your work.
By completing this automation course, you’ll quickly Advance your finance administrator skills and will be able to create automated everyday processes that keep your financial data accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units 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 automation course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve finance administrator skills and resolve the challenges of document-based operations by automating them
- Ways to put a typical finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees dealing with document-heavy operations they want to streamline
- 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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Normally, our automation course takes about 3 hours. However, you may need extra time to master the required automation skills if it’s your first time with our product. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t forget to practice your newly acquired knowledge right after completing your training course to Advance your finance administrator skills, solidify your expertise as a user, and start automating routine financial operations.
Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and adequate financial data. In addition, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving finance administrator skills, are available free of charge. We aim to equip experts with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the automation 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 handle cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, analyze records, and create reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed strategic decisions.
This automation course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, pre-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.
Besides ongoing training in accounting and budgeting, it’s essential for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance administrator skills to keep sharp. airSlate Academy offers this automation course specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.