Learn fundamental finance assistant skills in workflow automation with the airSlate Academy free course

In accordance with airSlate’s commitment to accessible education, all our courses, including those for finance assistant, are available at no cost. We aim to equip professionals with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

This free course describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, auto-fill them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.

Workflow automation can significantly benefit finance assistant and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and trustworthy financial information. Moreover, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.

The role of finance assistant is to manage cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping businesses understand their economic status so they can make informed strategic decisions.

Generally, our free course for finance assistant takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our solution. Take things slow and enroll in other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t forget to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating routine financial processes.

In addition to continuous training in accounting and budgeting, it’s important for finance assistant to constantly improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the fundamental finance assistant skills to keep sharp. airSlate Academy provides this free course specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.