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Get valuable skills in digital document workflow for finance and accounting specialist with airSlate Academy course
213 students
Get a practical understanding of Digital document workflow for finance and accounting specialist with the airSlate Academy course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This course is a comprehensive overlook of Digital document workflow for finance and accounting specialist. It enables you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human involvement. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this course, you’ll be able to set up automated daily processes that keep your financial records precise and quickly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, reduce errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance and accounting specialist task completion
- A quick knowledge check and practical tasks for better skills consolidation
- An electronic certificate upon successful completion of the course for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What document-based processes need automation to guarantee the precision of financial transactions
- Ways for finance and accounting specialist to address the challenges of document-based operations by automating them
- Ways to put a typical finance and accounting specialist workflow on autopilot using no-code bots
Who is this course for?
- finance and accounting specialist and everyone working in the financial industry
- Employees handling document-heavy operations they want to improve
- Anyone looking for ways to obtain useful skills in workflow automation for career development
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Questions & answers
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In addition to continuous training in accounting and budgeting, it’s important for finance and accounting specialist to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also an important skill to keep sharp. airSlate Academy offers this course in Digital document workflow for finance and accounting specialist specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can drastically benefit finance and accounting specialist 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 reduces the risk of human error, resulting in more precise and trustworthy financial information. Additionally, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
This course describes 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 create forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and accurate data transitions between different documents and systems with minimal involvement from your side.
The role of finance and accounting specialist is to handle cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping organizations comprehend their economic situation so they can make informed strategic decisions.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance and accounting specialist, are provided free of charge. We aim to equip experts 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 faster.
Generally, our course for finance and accounting specialist takes about 3 hours. However, you may need more time to master the necessary automation skills 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 course to solidify your expertise as a user and start automating recurring financial operations.