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Self-paced
Learn advanced finance admin skills in workflow automation with the airSlate Academy training course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn advanced finance admin skills with training course in workflow automation to optimize regular operations.
About this course
This training course is a detailed overlook of document workflow automation particulars for finance admin. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve outstanding results with minimal human involvement. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this training course, you’ll 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 adjust 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:
- Modules highlighting the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired advanced finance admin skills
- A digital certificate upon successful completion of the training course for finance admin
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 ensure the accuracy of financial transactions
- Ways for finance admin to resolve the problems of document-based operations by automating them
- Ways to put a regular finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone employed in the financial sector
- Employees dealing with document-heavy operations they want to simplify
- Anyone looking for ways to gain advanced 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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Normally, our training course for finance admin takes about 3 hours. However, you may need more time to master 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 training to solidify your expertise as a user and start automating recurring financial operations.
In line with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are provided cost-free. 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 training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This training course reveals 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 generate documents, auto-populate them with CRM record details, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.
The role of finance admin is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping companies understand their economic status so they can make informed strategic decisions.
In addition to ongoing training in accounting and budgeting, it’s important for finance admin to constantly 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 provides this training course specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Workflow automation can drastically benefit finance admin and other industry experts by automating regular and recurring tasks such as 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 adequate financial information. Moreover, automation enables finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.