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Self-paced
Learn must-have finance assistant skills in workflow automation with the airSlate Academy training
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-have finance assistant skills with training in workflow automation to optimize regular operations.
About this course
This training is a comprehensive overlook of document workflow automation specifics for finance assistant. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations 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, you’ll be able to create automated everyday processes that keep your financial records accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance assistant task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired must-have finance assistant skills
- An electronic certificate upon successful completion of the training for finance assistant
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What paperwork-based processes require automation to guarantee the accuracy of financial transactions
- Ways for finance assistant to address the challenges of document-based processes by automating them
- Ways to put a typical finance assistant process on autopilot using no-code bots
Who is this course for?
- finance assistant and everyone working in the financial industry
- Staff members handling document-heavy operations they want to simplify
- Anyone looking for ways to gain must-have 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 accordance with airSlate’s commitment to accessible education, all our courses, including those for finance assistant, are offered at no cost. We aim to equip experts with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Generally, our training for finance assistant takes about 3 hours. However, you may need more time to master the required automation expertise if it’s your first time with our product. Take things slow and enroll in 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 program to solidify your expertise as a user and start automating recurring financial processes.
This training describes the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create forms, pre-fill them with CRM record data, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.
Workflow automation can drastically benefit finance assistant and other industry experts by automating routine and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and reliable financial information. Moreover, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
Besides ongoing 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 must-have finance assistant skills to keep sharp. airSlate Academy provides this training specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
The role of finance assistant is to handle cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping organizations understand their economic status so they can make informed strategic decisions.