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Self-paced
Learn core finance admin skills in workflow automation with the airSlate Academy course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn core finance admin skills with course in workflow automation to optimize regular operations.
About this course
This 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 processes to achieve impressive outcomes with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By finishing this course, you’ll be able to create automated everyday processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to improve operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired core finance admin skills
- A digital certificate upon successful completion of the course for finance admin
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways for finance admin to overcome the problems of document-based operations by automating them
- Ways to put a typical finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial industry
- Staff members working with document-heavy processes they want to simplify
- Anyone searching for ways to obtain core 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 line with airSlate’s commitment to accessible education, all our courses, including those for finance admin, are provided at no cost. We aim to equip experts 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 faster.
Workflow automation can considerably benefit finance admin 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 trustworthy financial data. On top of that, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
The role of finance admin is to handle cash flow situations and tasks associated with the financial health of a company. They take care of financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping companies understand their economic situation so they can make informed strategic decisions.
In addition to continuous training in accounting and budgeting, it’s essential for finance admin to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the core finance admin skills to keep sharp. airSlate Academy provides this course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Normally, our course for finance admin takes about 3 hours. However, you may need more time to master the necessary automation skills if it’s your first time with our solution. 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 training course to solidify your expertise as a user and start automating recurring financial processes.
This course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, pre-populate them with CRM record data, create automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.