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Self-paced
Learn proficient finance controller 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 proficient finance controller skills with training course in workflow automation to optimize regular operations.
About this course
This training course is a detailed overlook of document workflow automation particulars for finance controller. It enables you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get practical insights on how to configure the required bots to put repeating tasks on autopilot and improve the accuracy and efficiency of your work.
By finishing this training course, you’ll be able to set up automated daily processes that keep your financial data precise and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt 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:
- Units describing the role of workflow automation for finance controller task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired proficient finance controller skills
- An electronic certificate upon successful completion of the training course for finance controller
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways for finance controller to resolve the difficulties of document-based operations by automating them
- How to put a regular finance controller process on autopilot using no-code bots
Who is this course for?
- finance controller and everyone working in the financial sector
- Staff members working with document-heavy operations they want to enhance
- Anyone looking for ways to gain proficient 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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The role of finance controller is to handle cash flow situations and tasks associated with the financial health of an organization. They handle financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping organizations understand their economic condition so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s paramount for finance controller to constantly boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the proficient finance controller skills to keep sharp. airSlate Academy offers this training course specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This training course describes 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, pre-fill them with CRM record data, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.
Workflow automation can drastically benefit finance controller and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more precise and adequate financial information. Additionally, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Usually, our training course for finance controller takes about 3 hours. However, you may need extra time to master 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 training course to solidify your expertise as a user and start automating recurring financial processes.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for finance controller, are available 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 faster.