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Improve your finance manager skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Improve your finance manager skills with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course is a comprehensive overlook of document workflow automation particulars for finance professionals. It empowers you to master the art of streamlining common document-heavy financial operations to achieve outstanding results with minimal human engagement. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and enhance the accuracy and effectivenes of your work.
By finishing this online course, you’ll quickly Improve your finance manager skills and will be able to set up automated everyday processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance specialist task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What document-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve finance manager skills and overcome the problems of document-based processes by automating them
- How to put a typical finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Staff members dealing with document-heavy operations they want to simplify
- Anyone looking for ways to acquire valuable skills in workflow automation for career growth
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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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Besides continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily boost their technical skills in working 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 online course specifically developed to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
This online course goes through 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-populate them with CRM record data, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance manager skills, are provided 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses understand their economic situation so they can make informed and impactful decisions.
Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and reliable financial information. Moreover, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
Usually, our online course takes about 3 hours. However, you may need additional time to gain the required automation expertise if it’s your first time with our product. Take things slow and sign up for 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 Improve your finance manager skills, solidify your expertise as a user, and start automating repeating financial processes.