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Self-paced
Learn advanced finance admin skills in workflow automation with the airSlate Academy online course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn advanced finance admin skills with online course in workflow automation to optimize regular operations.
About this course
This online course is a comprehensive overlook of document workflow automation specifics for finance admin. It enables you to master the art of streamlining regular document-heavy financial operations to achieve impressive outcomes with minimal human involvement. You will get useful recommendations on how to set up the essential bots to put routine tasks on autopilot and boost the accuracy and productivity of your work.
By completing this online course, you’ll be able to build automated daily processes that keep your financial information accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance admin task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired advanced finance admin skills
- A digital certificate upon successful completion of the online course for finance admin
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based operations require automation to ensure the precision of financial transactions
- Ways for finance admin to address the problems of document-based operations by automating them
- How to put a regular finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial sector
- Employees dealing with document-heavy operations they want to simplify
- Anyone looking for ways to acquire advanced 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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In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are offered cost-free. 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 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 ongoing training in accounting and budgeting, it’s necessary for finance admin to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the advanced finance admin skills to keep sharp. airSlate Academy offers this online course specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Workflow automation can considerably benefit finance admin and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. On top of that, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
Generally, our online course for finance admin takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our product. Take things slow and enroll in other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating recurring financial operations.
The role of finance admin is to manage cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping companies comprehend their economic status so they can make informed strategic decisions.
This online course describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, auto-populate 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 between various documents and systems with minimal participation from your side.