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Optimize regular tasks with the airSlate Academy training course for finance robotics process automation
213 students
Equip yourself with skills that will transform your workflows. Take our training course for finance robotics process automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This training course is a comprehensive overlook of document workflow automation particulars for finance professionals. It enables you to master the art of streamlining regular document-heavy financial operations to achieve impressive 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 improve the accuracy and productivity of your work.
By finishing our training course dedicated to finance robotics process automation, you’ll be able to set up automated day-to-day processes that keep your financial data precise and rapidly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance professional task compeltion
- A brief knowledge check and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the training course for finance robotics process automation
What will you learn?
- The concept of finance robotics process 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 deputy finance director to overcome the challenges of document-based processes by automating them
- Ways to put a typical deputy finance director workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Staff members dealing with document-heavy processes they want to streamline
- Anyone searching for ways to obtain 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 drastically benefit finance specialists and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and adequate financial information. Additionally, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
This training course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create forms, pre-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.
Generally, our training course for finance robotics process automation takes about 3 hours. However, you may need more time to master the necessary 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial operations.
In line with airSlate’s commitment to accessible education, all our courses, including the current one, are available cost-free. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
The role of finance experts is to handle cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, analyze records, and prepare reports. Their work is important to helping companies understand their economic situation so they can make informed and impactful decisions.
In addition to ongoing training in accounting and budgeting, it’s necessary for finance specialists to steadily boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this training course specifically created to teach you the ins and outs of finance robotics process automation, how to put your routine processes on autopilot, and thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.