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This training course is a comprehensive overlook of document workflow automation specifics for finance admin. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve remarkable results with minimal human participation. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By finishing this training course, you’ll be able to set up automated daily processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, reduce errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
Workflow automation can drastically benefit finance admin and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and trustworthy financial information. Moreover, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance admin, are provided at no cost. 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 training course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Besides continuous training in accounting and budgeting, it’s important for finance admin to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the fundamental finance admin skills to keep sharp. airSlate Academy provides this training course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
Generally, our training course for finance admin takes about 3 hours. However, you may need extra time to gain the required automation skills if it’s your first time with our solution. Take things slow and register 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 course to solidify your expertise as a user and start automating repeating financial operations.
The role of finance admin is to handle cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping organizations comprehend their economic situation so they can make informed and impactful decisions.
This training course reveals the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create documents, pre-fill them with CRM record data, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal effort from your side.