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Perfect your financial services skills in workflow automation and Excel your career with airSlate Academy training
213 students
Perfect your financial services skills with our comprehensive training in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This training is a comprehensive overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human involvement. You will get practical insights on how to configure the essential bots to put routine tasks on autopilot and enhance the accuracy and effectivenes of your work.
By finishing this training, you’ll quickly Perfect your financial services skills and will be able to set up automated daily processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. 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 quick knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive training
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve financial services skills and address the difficulties of document-based operations by automating them
- Ways to put a regular financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees dealing with document-heavy processes they want to simplify
- Anyone searching for ways to gain valuable skills in workflow automation for career development
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Questions & answers
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This training reveals 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-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.
Generally, our training takes about 3 hours. However, you may need more time to master the required automation skills 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 forget to practice your newly acquired knowledge right after completing your training to Perfect your financial services skills, solidify your expertise as a user, and start automating routine financial processes.
In line with airSlate’s commitment to accessible learning, all our courses, including those for streamlining financial services skills, are provided at no cost. We aim to equip professionals with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the training, 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 drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and reliable financial information. Additionally, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In addition to ongoing training in accounting and budgeting, it’s important for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial financial services skills to keep sharp. airSlate Academy offers this training specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is essential to helping companies understand their economic status so they can make informed and impactful decisions.