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Perfect your finance technical skills in workflow automation and Excel your career with airSlate Academy automation course
213 students
Perfect your finance technical 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 regular document-heavy financial processes to achieve remarkable outcomes with minimal human involvement. You will get practical insights on how to set up the essential bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this automation course, you’ll quickly Perfect your finance technical skills and will be able to build automated daily processes that keep your financial data precise and quickly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance specialist task completion
- A brief knowledge examination 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 valuable influence on a company’s finances
- What document-based processes need automation to guarantee the accuracy of financial transactions
- Ways to improve finance technical skills and address the challenges of document-based operations by automating them
- How to put a regular finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Staff members managing document-heavy processes they want to streamline
- 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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In addition to continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance technical skills to keep sharp. airSlate Academy provides this automation course specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of a business. They take care of financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping businesses 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 put it into action in financial operations. You learn to create forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
Usually, our automation course takes about 3 hours. However, you may need additional time to master the necessary 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 forget to practice your newly acquired knowledge right after completing your training to Perfect your finance technical skills, solidify your expertise as a user, and start automating routine financial operations.
In line with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance technical skills, are offered free of charge. We aim to equip specialists with the expertise 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 in the shortest time.
Workflow automation can significantly benefit finance professionals and other industry experts by automating regular 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 accurate and adequate financial information. In addition, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.