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Get valuable skills in request management for finance admin with airSlate Academy training course
213 students
Get a practical understanding of Request management for finance admin with the airSlate Academy training course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This training course is a detailed overlook of Request management for finance admin. It empowers you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get practical insights on how to configure the required bots to put routine tasks on autopilot and increase the accuracy and productivity of your work.
By completing this training course, you’ll be able to set up automated day-to-day processes that keep your financial information accurate and promptly 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 industry. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the training course for finance admin
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based operations need automation to ensure the accuracy of financial transactions
- Ways for finance admin to address the challenges of document-based operations by automating them
- How to put a typical finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial industry
- Staff members dealing with document-heavy tasks they want to enhance
- Anyone looking for ways to gain valuable 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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Normally, our training course for finance admin takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our solution. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating repeating financial processes.
This training course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, pre-populate them with CRM record data, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping companies understand their economic status so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are provided cost-free. We aim to equip experts with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the training 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 admin and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and adequate financial data. Furthermore, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
In addition to continuous training in accounting and budgeting, it’s important for finance admin to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this training course in Request management for finance admin specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.