Learn new corporate finance advisor skills in workflow automation with the airSlate Academy free course

Apart from continuous training in accounting and budgeting, it’s essential for corporate finance advisor to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the new corporate finance advisor skills to keep sharp. airSlate Academy offers this free course specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

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-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal effort from your side.

Workflow automation can significantly benefit corporate finance advisor 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 data. Additionally, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.

The role of corporate finance advisor is to manage cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping businesses comprehend their economic status so they can make informed strategic decisions.

Usually, our free course for corporate finance advisor takes about 3 hours. However, you may need more time to gain the necessary automation skills 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 training to solidify your expertise as a user and start automating recurring financial processes.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for corporate finance advisor, are available cost-free. 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.