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Master your financial skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Master your financial skills with our comprehensive automation course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This automation course is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining typical document-heavy financial operations to achieve outstanding results with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put routine tasks on autopilot and increase the accuracy and efficiency of your work.
By completing this automation course, you’ll quickly Master your financial skills and will be able to create automated day-to-day processes that keep your financial data accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive automation course
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What paperwork-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve financial skills and resolve the challenges of document-based operations by automating them
- How to put a regular finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees dealing with document-heavy operations they want to enhance
- Anyone searching for ways to get valuable skills in workflow automation for career growth
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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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Besides continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable financial skills to keep sharp. airSlate Academy offers this automation course specifically created to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
Usually, our automation course takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our solution. 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 program to Master your financial skills, solidify your expertise as a user, and start automating routine financial processes.
In line with airSlate’s commitment to accessible education, all our programs, including those for improving financial skills, are provided free of charge. We aim to equip experts with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the automation course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Workflow automation can considerably benefit finance specialists 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 reduces the risk of human error, leading to more accurate and reliable financial data. On top of that, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping companies comprehend their economic situation so they can make informed and impactful decisions.
This automation course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, pre-populate them with CRM record information, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.