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Improve your financial management skills in workflow automation and Excel your career with airSlate Academy online course
213 students
Improve your financial management 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 detailed overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining regular document-heavy financial processes to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to set up the essential bots to put repeating tasks on autopilot and enhance the accuracy and productivity of your work.
By finishing this online course, you’ll quickly Improve your financial management skills and will be able to build automated daily processes that keep your financial information accurate and rapidly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- A digital 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 paperwork-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve financial management skills and overcome the challenges of document-based operations by automating them
- How to put a typical financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Staff members handling document-heavy tasks they want to improve
- Anyone looking for ways to get valuable skills in workflow automation for career growth
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Questions & answers
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This online course describes the ins and outs 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 information, create automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping organizations comprehend their economic situation so they can make informed and impactful decisions.
Generally, our online course takes about 3 hours. However, you may need more 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, remember to practice your newly acquired knowledge right after completing your training course to Improve your financial management skills, solidify your expertise as a user, and start automating repeating financial processes.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for streamlining financial management skills, are offered cost-free. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
In addition to continuous training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial financial management skills to keep sharp. airSlate Academy provides this online course specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance specialists and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more accurate and adequate financial data. Moreover, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.