Get valuable skills in document process automation for finance strategist with airSlate Academy online course

In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance strategist, are offered at no cost. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

Besides continuous training in accounting and budgeting, it’s essential for finance strategist to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this online course in Document process automation for finance strategist specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.

This online course reveals the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal participation from your side.

Usually, our online course for finance strategist takes about 3 hours. However, you may need more 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 forget to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial processes.

The role of finance strategist is to manage cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping businesses understand their economic status so they can make informed strategic decisions.

Workflow automation can significantly benefit finance strategist and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and trustworthy financial data. In addition, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.