to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Enhance your finance manager skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Enhance your finance manager skills with our comprehensive automation course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This automation course is a comprehensive overlook of document workflow automation particulars for finance specialists. 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 useful recommendations on how to configure the required bots to put routine tasks on autopilot and improve the accuracy and productivity of your work.
By finishing this automation course, you’ll quickly Enhance your finance manager skills and will be able to create automated everyday processes that keep your financial data 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. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive automation course
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve finance manager skills and resolve the difficulties of document-based operations by automating them
- How to put a regular finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees handling document-heavy operations they want to simplify
- Anyone looking for ways to obtain valuable 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
Usually, our automation course takes about 3 hours. However, you may need extra time to gain the required automation skills if it’s your first time with our product. Take things slow and join 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 Enhance your finance manager skills, solidify your expertise as a user, and start automating repeating financial operations.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate records, and prepare reports. Their work is crucial to helping companies understand their economic condition so they can make informed strategic decisions.
In line with airSlate’s commitment to accessible education, all our programs, including those for streamlining finance manager skills, are provided at no cost. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Besides ongoing training in accounting and budgeting, it’s necessary for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance manager skills to keep sharp. airSlate Academy offers this automation course specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and adequate financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
This automation course describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create documents, pre-populate them with CRM record data, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.