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Advance your finance manager skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Advance your finance manager skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve remarkable results with minimal human participation. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this free course, you’ll quickly Advance your finance manager skills and will be able to set up automated everyday processes that keep your financial data accurate and instantly 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 receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining 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 free course
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways to improve finance manager skills and resolve the challenges of document-based processes by automating them
- Ways to put a regular financial workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees handling document-heavy operations they want to enhance
- Anyone looking for ways to gain 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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In line with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance manager skills, are available free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more precise and adequate financial information. Furthermore, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping organizations understand their economic situation so they can make informed strategic decisions.
Apart from 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 solutions. Document workflow automation is one of the most crucial finance manager skills to keep sharp. airSlate Academy offers this free course specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This free course describes the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to create documents, auto-populate them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions across various documents and systems with minimal participation from your side.
Generally, our free course takes about 3 hours. However, you may need more time to master the necessary automation skills if it’s your first time with our solution. Take things slow and sign up 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 course to Advance your finance manager skills, solidify your expertise as a user, and start automating recurring financial processes.