to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Get valuable skills in document management for finance admin with airSlate Academy online course
213 students
Get a practical understanding of Document management for finance admin with the airSlate Academy online course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This online course is a comprehensive overlook of Document management for finance admin. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve outstanding outcomes with minimal human involvement. 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 be able to create automated day-to-day processes that keep your financial records precise and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the online course for finance admin
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What document-based operations require automation to ensure the precision of financial transactions
- Ways for finance admin to address the problems of document-based operations by automating them
- How to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone working in the financial industry
- Staff members handling document-heavy tasks they want to streamline
- Anyone looking for ways to acquire useful skills in workflow automation for career growth
Start learning today
Sign now for free
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.
Need help?
Contact Support
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are provided totally free. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel 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.
This online course reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate forms, auto-populate them with CRM record data, create automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
The role of finance admin 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 organizations comprehend their economic condition so they can make informed and impactful decisions.
Workflow automation can considerably benefit finance admin and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. In addition, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
Apart from ongoing training in accounting and budgeting, it’s essential for finance admin to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an important skill to keep sharp. airSlate Academy offers this online course in Document management for finance admin specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
Normally, our online course for finance admin takes about 3 hours. However, you may need additional time to master the required automation expertise if it’s your first time with our solution. Take things slow and register 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 solidify your expertise as a user and start automating routine financial processes.