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Improve your financial skills in workflow automation and Excel your career with airSlate Academy course
213 students
Improve your financial skills with our comprehensive course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This course is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get practical insights on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By finishing this course, you’ll quickly Improve your financial skills and will be able to set up automated everyday processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive course
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 guarantee the accuracy of financial transactions
- Ways to improve financial skills and overcome the difficulties of document-based operations by automating them
- Ways to put a regular financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Staff members managing document-heavy operations they want to enhance
- Anyone searching for ways to obtain valuable skills in workflow automation for career development
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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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The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping organizations comprehend their economic condition so they can make informed strategic decisions.
This course describes the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, auto-populate them with CRM record information, create automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more accurate and adequate financial information. Moreover, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for streamlining financial skills, are provided free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Usually, our 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 sign up 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 program to Improve your financial skills, solidify your expertise as a user, and start automating recurring financial operations.
In addition to ongoing training in accounting and budgeting, it’s necessary for all finance professionals to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial financial skills to keep sharp. airSlate Academy provides this course specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.