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Get valuable skills in no-code automation tools for finance admin with airSlate Academy automation course
213 students
Get a practical understanding of No-code automation tools for finance admin with the airSlate Academy automation course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This automation course is a comprehensive overlook of No-code automation tools for finance admin. It empowers you to master the art of streamlining common document-heavy financial operations to achieve outstanding results with minimal human engagement. You will get useful recommendations on how to set up the required bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.
By completing this automation course, you’ll be able to build automated daily processes that keep your financial information accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise 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 proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance admin task completion
- A quick knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the automation course for finance admin
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What document-based processes need automation to guarantee the precision of financial transactions
- Ways for finance admin to resolve the difficulties of document-based processes by automating them
- How to put a typical finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone working in the financial sector
- Employees managing document-heavy tasks they want to simplify
- Anyone searching for ways to acquire useful 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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Normally, our automation course for finance admin takes about 3 hours. However, you may need extra time to gain the necessary automation skills if it’s your first time with our solution. 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 repeating financial processes.
Workflow automation can considerably benefit finance admin and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and reliable financial information. In addition, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
The role of finance admin is to manage cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, evaluate data, and prepare reports. Their work is essential to helping businesses comprehend their economic status so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s necessary for finance admin to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this automation course in No-code automation tools for finance admin specifically developed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
This automation course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-fill them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance admin, are available free of charge. We aim to equip specialists with the expertise and skills in document workflow automation they need to master 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 in the shortest time.