Self-paced

Develop your Finance Manager skills in workflow automation and Excel your career with airSlate Academy online course

4
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213 students
Develop your finance manager skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
Develop your finance manager skills in workflow automation and Excel your career with airSlate Academy online course

About this course

This online course is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human participation. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and enhance the accuracy and productivity of your work.

By finishing this online course, you’ll quickly Develop your finance manager skills and will be able to set up automated everyday processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.

What’s included:

  • Units describing the role of workflow automation for finance specialist task completion
  • A quick knowledge examination and practical tasks to consolidate your newly acquired skills
  • An electronic certificate upon successful completion of our comprehensive online course

What will you learn?

  • The concept of document workflow automation and its valuable impact on a company’s finances
  • What paperwork-based operations need automation to ensure the precision of financial transactions
  • Ways to improve finance manager skills and overcome the problems of document-based operations by automating them
  • Ways to put a typical finance-related process on autopilot using no-code bots

Who is this course for?

  • Finance experts and everyone operating in the financial industry
  • Employees handling document-heavy tasks they want to simplify
  • Anyone searching for ways to obtain valuable skills in workflow automation for career development

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Workflow automation can considerably benefit finance specialists and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and trustworthy financial data. Furthermore, automation enables finance professionals to concentrate on higher-level tasks such as 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, analyze records, and prepare reports. Their work is essential to helping businesses understand their economic situation so they can make informed strategic decisions.

Generally, our online course takes about 3 hours. However, you may need additional time to master the required automation skills if it’s your first time with our solution. 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 Develop your finance manager skills, solidify your expertise as a user, and start automating routine financial operations.

This online course reveals the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, auto-populate them with CRM record details, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.

In line with airSlate’s commitment to accessible education, all our programs, including those for improving finance manager skills, are provided cost-free. We aim to equip professionals with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

Apart from ongoing training in accounting and budgeting, it’s necessary for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most valuable finance manager skills to keep sharp. airSlate Academy offers this online course specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.