Self-paced

Get valuable skills in workflow automation for IT finance specialist with airSlate Academy training

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213 students
Get a practical understanding of Workflow automation for IT finance specialist with the airSlate Academy training. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
Get valuable skills in Workflow automation for IT finance specialist with airSlate Academy training

About this course

This training is a comprehensive overlook of Workflow automation for IT finance specialist. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve impressive outcomes with minimal human involvement. You will get useful recommendations on how to configure the necessary bots to put repeating tasks on autopilot and increase the accuracy and effectivenes of your work.

By completing this training, you’ll be able to set up automated day-to-day processes that keep your financial records precise and rapidly 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 industry. Finally, 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 IT finance specialist task completion
  • A quick knowledge examination and practical tasks for better expertise consolidation
  • An electronic certificate upon successful completion of the training for IT finance specialist

What will you learn?

  • The concept of document workflow automation and its advantageous impact on a company’s finances
  • What document-based processes need automation to guarantee the precision of financial transactions
  • Ways for IT finance specialist to overcome the difficulties of document-based operations by automating them
  • Ways to put a typical IT finance specialist process on autopilot using no-code bots

Who is this course for?

  • IT finance specialist and everyone employed in the financial industry
  • Employees working with document-heavy tasks they want to improve
  • Anyone looking for ways to get valuable skills in workflow automation for career development

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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 IT finance specialist and other industry experts by automating routine and repetitive 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 trustworthy financial information. Moreover, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

Generally, our training for IT finance specialist takes about 3 hours. However, you may need more time to master the required automation skills if it’s your first time with our solution. Take things slow and join 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 solidify your expertise as a user and start automating repeating financial processes.

In addition to ongoing training in accounting and budgeting, it’s paramount for IT finance specialist to constantly improve 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 in Workflow automation for IT finance specialist specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

In accordance with airSlate’s commitment to accessible education, all our courses, including those for IT finance specialist, are offered free of charge. 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 training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

This training describes 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-fill them with CRM record information, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.

The role of IT finance specialist is to manage cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, analyze records, and create reports. Their work is important to helping businesses understand their economic condition so they can make informed and impactful decisions.