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Develop your finance manager skills in workflow automation and Excel your career with airSlate Academy training course
213 students
Develop your finance manager skills with our comprehensive training course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training course is a comprehensive overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve impressive outcomes with minimal human involvement. You will get practical insights on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By completing this training course, you’ll quickly Develop your finance manager skills and will be able to set up automated everyday processes that keep your financial information precise and rapidly updated across all documents and systems. You’ll be equipped with the expertise 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:
- Modules highlighting the role of workflow automation for finance professional task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive training course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What paperwork-based processes need automation to ensure the accuracy of financial transactions
- Ways to improve finance manager skills and address the challenges of document-based processes by automating them
- Ways to put a regular finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees dealing with document-heavy tasks they want to improve
- Anyone searching 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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In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining finance manager skills, are available free of charge. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is crucial to helping companies comprehend their economic situation so they can make informed strategic decisions.
Workflow automation can significantly benefit finance professionals 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, resulting in more precise and trustworthy financial data. Moreover, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
This training course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create forms, auto-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.
Generally, our training course takes about 3 hours. However, you may need more time to gain the required automation expertise 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, remember 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 recurring financial operations.
Apart from continuous training in accounting and budgeting, it’s important for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance manager skills to keep sharp. airSlate Academy offers this training course specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.