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Advance your finance professional skills in workflow automation and Excel your career with airSlate Academy course
213 students
Advance your finance professional skills with our comprehensive course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This course is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive results with minimal human engagement. You will get practical insights on how to set up the essential bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.
By finishing this course, you’ll quickly Advance your finance professional skills and will be able to create automated everyday processes that keep your financial records precise and instantly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance professional task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive course
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What paperwork-based processes need automation to ensure the precision of financial transactions
- Ways to improve finance professional skills and overcome the problems of document-based processes by automating them
- How to put a typical finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees working with document-heavy processes they want to enhance
- Anyone searching for ways to acquire 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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Apart from continuous training in accounting and budgeting, it’s important for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial finance professional skills to keep sharp. airSlate Academy offers this course specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Usually, our course takes about 3 hours. However, you may need extra time to gain 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 forget to practice your newly acquired knowledge right after completing your training course to Advance your finance professional skills, solidify your expertise as a user, and start automating repeating financial operations.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, analyze data, and create reports. Their work is important to helping organizations understand their economic situation so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance professionals and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and trustworthy financial data. Furthermore, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for improving finance professional skills, are provided totally free. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
This course reveals the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.