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Upgrade your skills of finance manager in workflow automation and Excel your career with airSlate Academy online course
213 students
Upgrade your skills of finance manager with our comprehensive online course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This online course is a detailed overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get useful recommendations on how to set up the essential bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this online course, you’ll quickly Upgrade your skills of finance manager and will be able to create automated daily processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive online course
What will you learn?
- The concept of document workflow automation and its beneficial effect on a company’s finances
- What paperwork-based operations need automation to guarantee the accuracy of financial transactions
- Ways to improve skills of finance manager and resolve the challenges of document-based processes by automating them
- Ways to put a typical finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees handling document-heavy tasks they want to simplify
- Anyone looking for ways to obtain valuable skills in workflow automation for career growth
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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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Apart from continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial skills of finance manager to keep sharp. airSlate Academy offers this online course specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.
This online course goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create forms, auto-fill them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping organizations comprehend their economic condition so they can make informed and impactful decisions.
In line with airSlate’s commitment to accessible learning, all our courses, including those for improving skills of finance manager, are offered at no cost. We aim to equip specialists with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the online 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 considerably 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 precise and adequate financial information. In addition, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
Generally, our online course takes about 3 hours. However, you may need more time to master the required automation expertise if it’s your first time with our product. Take things slow and join 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 Upgrade your skills of finance manager, solidify your expertise as a user, and start automating recurring financial operations.