to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn must-know finance and accounting specialist skills in workflow automation with the airSlate Academy online course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-know finance and accounting specialist skills with online course in workflow automation to optimize regular operations.
About this course
This online course is a comprehensive overlook of document workflow automation specifics for finance and accounting specialist. It empowers you to master the art of streamlining common document-heavy financial processes to achieve remarkable outcomes with minimal human involvement. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this online course, you’ll be able to set up automated everyday processes that keep your financial information precise and quickly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting 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-know finance and accounting specialist skills
- An electronic certificate upon successful completion of the online course for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based operations need automation to ensure the precision of financial transactions
- Ways for finance and accounting specialist to overcome the problems of document-based processes by automating them
- How to put a regular finance and accounting specialist process on autopilot utilizing no-code bots
Who is this course for?
- finance and accounting specialist and everyone working in the financial industry
- Employees managing document-heavy operations they want to enhance
- Anyone searching for ways to get must-know 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
The role of finance and accounting specialist is to handle cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations comprehend their economic situation so they can make informed strategic decisions.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance and accounting specialist, are provided totally free. 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 online course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Generally, our online course for finance and accounting specialist takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our product. Take things slow and join 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 training course to solidify your expertise as a user and start automating routine financial operations.
Besides ongoing training in accounting and budgeting, it’s necessary for finance and accounting specialist to constantly boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the must-know finance and accounting specialist skills to keep sharp. airSlate Academy offers this online course specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and liberating time for more strategic tasks.
This online course describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, pre-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between various documents and systems with minimal effort from your side.
Workflow automation can considerably benefit finance and accounting specialist and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial information. Moreover, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.