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Upgrade your Head of finance skills in workflow automation and Excel your career with airSlate Academy free course
213 students
Upgrade your head of finance skills with our comprehensive free course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This free course is a comprehensive overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve remarkable outcomes with minimal human participation. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By finishing this free course, you’ll quickly Upgrade your head of finance skills and will be able to create automated day-to-day processes that keep your financial information accurate and instantly 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 sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A brief knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive free course
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based operations need automation to ensure the accuracy of financial transactions
- Ways to improve head of finance skills and overcome the difficulties of document-based operations by automating them
- How to put a typical finance-related workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Staff members handling document-heavy processes they want to simplify
- Anyone looking for ways to obtain 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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Usually, our free course 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, don’t forget to practice your newly acquired knowledge right after completing your program to Upgrade your head of finance skills, solidify your expertise as a user, and start automating repeating financial operations.
In line with airSlate’s commitment to accessible learning, all our courses, including those for improving head of finance skills, are provided totally free. 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 free course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Workflow automation can considerably benefit finance professionals and other industry experts by automating routine and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and adequate financial information. Moreover, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of an organization. They take care of financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping businesses understand their economic situation so they can make informed strategic decisions.
Apart from ongoing training in accounting and budgeting, it’s necessary for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial head of finance skills to keep sharp. airSlate Academy offers this free course specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
This free course goes through the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create forms, pre-fill them with CRM record data, create automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.