to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-have finance and accounting specialist 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 must-have finance and accounting specialist skills with training course in workflow automation to optimize regular operations.
About this course
This training course is a comprehensive overlook of document workflow automation particulars for finance and accounting specialist. It enables you to master the art of streamlining common document-heavy financial operations to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this training course, you’ll be able to build automated day-to-day processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance and accounting specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired must-have finance and accounting specialist skills
- An electronic certificate upon successful completion of the training course for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What paperwork-based operations require automation to guarantee the precision of financial transactions
- Ways for finance and accounting specialist to resolve the difficulties of document-based processes by automating them
- Ways to put a regular finance and accounting specialist workflow on autopilot utilizing no-code bots
Who is this course for?
- finance and accounting specialist and everyone working in the financial industry
- Staff members working with document-heavy tasks they want to improve
- Anyone looking for ways to acquire must-have skills in workflow automation for career growth
Start learning today
Sign now for free
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.
Need help?
Contact Support
In addition to continuous training in accounting and budgeting, it’s paramount for finance and accounting specialist to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the must-have finance and accounting specialist 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.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance and accounting specialist, are offered free of charge. 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.
Workflow automation can considerably benefit finance and accounting specialist and other industry experts by automating routine 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 adequate financial information. Furthermore, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
This training course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal involvement from your side.
Usually, our training course for finance and accounting specialist takes about 3 hours. However, you may need extra time to gain the required automation expertise if it’s your first time with our product. 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 program to solidify your expertise as a user and start automating repeating financial operations.
The role of finance and accounting specialist is to manage cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed strategic decisions.