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Get valuable skills in process automation for finance and accounting specialist with airSlate Academy training
213 students
Get a practical understanding of Process automation for finance and accounting specialist with the airSlate Academy training. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This training is a comprehensive overlook of Process automation for finance and accounting specialist. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve impressive outcomes with minimal human engagement. You will get useful recommendations on how to set up the essential bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this training, you’ll be able to create automated daily processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the knowledge to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance and accounting specialist task completion
- A quick knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the training for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What document-based processes need automation to guarantee the accuracy of financial transactions
- Ways for finance and accounting specialist to overcome the challenges of document-based processes by automating them
- Ways to put a typical finance and accounting specialist process on autopilot using no-code bots
Who is this course for?
- finance and accounting specialist and everyone working in the financial industry
- Staff members dealing with document-heavy operations they want to streamline
- Anyone searching for ways to get useful 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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Workflow automation can considerably benefit finance and accounting specialist 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 minimizes the risk of human error, leading to more accurate and reliable financial data. Moreover, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Generally, our training for finance and accounting specialist takes about 3 hours. However, you may need extra time to gain the required automation skills if it’s your first time with our product. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial operations.
The role of finance and accounting specialist is to manage cash flow situations and tasks associated with the financial health of a business. They handle financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping businesses understand their economic situation so they can make informed strategic decisions.
This training reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, auto-populate them with CRM record data, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for finance and accounting specialist, are offered at no cost. We aim to equip experts 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 faster.
In addition to ongoing training in accounting and budgeting, it’s important for finance and accounting specialist to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this training in Process automation for finance and accounting specialist specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.