Workflow Automation for Finance

Discover how to revolutionize your finance operations and make them more efficient than ever before. Uncover the power of automation for boosting productivity, eliminating tedious paperwork, and achieving complete transparency in your processes.
Workflow Automation for Finance

About this program:

This certification program is aimed at anyone working in the finance industry looking to streamline and enhance their daily workflows. The program provides a detailed overview of airSlate WorkFlow basics and presents typical use cases for the finance industry.

By the end of the program, you will be fully equipped with the necessary knowledge to create automated workflows that increase efficiency and reduce stress for finance teams in any organization.

What you will learn

  • How to get started with document automation with airSlate WorkFlow
  • How to set up a fully automated document workflow for finance departments
  • What no-code bots are and how to use them for finance document-based processes
  • The most popular no-code bots for finance workflows and their step-by-step configuration process

Program structure:

airSlate WorkFlow 101

airSlate WorkFlow 101

Are you ready to change the way you handle paperwork? Discover how to automate document workflows within one platform and keep things running smoothly.

50 minutes
Automating Invoice Processing

Automating Invoice Processing

Time is money, who would argue? The faster an invoice is processed, the sooner money exchanges hands. Learn how to convert your complex invoicing processes into fast and easy automated workflows.

30 minutes
Automating Price Quoting

Automating Price Quoting

Sales and procurement departments are easily burdened with piles of documents. They often spend most of their working days processing paperwork. Discover a simple way to make price quoting processes more efficient, flexible, and transparent.

30 minutes
Export to Google Sheets

Export to Google Sheets

Do you find errors or typos when pulling large amounts of data into spreadsheets? Learn how to completely get rid of any mistakes that occur in spreadsheets while automatically populating Google Sheets with data from your documents.

15 minutes
Email on Documents Completion

Email on Documents Completion

Are you looking to track when exactly your documents are completed and where they will go next? Stay on top of your documents’ completion by receiving automatic emails with completed documents attached.

15 minutes
Pre-fill from Doc to Doc

Pre-fill from Doc to Doc

How much time do you spend copying information from one document to another? Learn how to automatically route data between multiple documents to save time and eliminate the hassle of completing high-priority tasks on a deadline.

15 minutes
Pre-fill from Salesforce Records

Pre-fill from Salesforce Records

Do you still lose time transferring customer data from Salesforce into the documents you need? Make your sales workflows fast and accurate by automatically moving information between Salesforce records and contracts, sales orders, or the proposals you’re working on.

15 minutes
Export to Salesforce

Export to Salesforce

Delegate document transfers to no-code automation! Discover how to simplify and streamline your Salesforce processes by instantly attaching completed documents without going through any manual motions.

15 minutes

How does learning work?

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Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
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Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
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Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.

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Why Finance needs automation finance solutions for streamlining daily operations

Try to imagine an organization that has document workflows without computers and software. When the financial industry neglects the adoption of tools for the digitization of processes, a massive amount of time is wasted while manually entering data and correcting errors. As a result, employees have a lower satisfaction level and succumb to burnout. Outdated processes can put employees off.

When organizations lack financial process automation it leads to the following:

Scattered data. A new client is a new document, a few new spreadsheets, and even new folders. To organize all of these documents and spreadsheets takes a lot of manual work and attention. If you’re a good organizer, you can manage to keep everything in a single place, but just imagine the chaos for those who store files in different cloud storage systems or even different folders within the same cloud storage; a headache.

The human factor. The financial industry is a specific beast with unique processes. . Therefore, if a process is managed by a single person or a group of people, mistakes can be very costly. People create a bottleneck called “the human factor.” By introducing robotic process automation in Finance, you’ll be able to prevent a lot of mistakes from ever taking place.

Data leaks. Financial processes are subject to risks and vulnerabilities. Whether you trust your employees or not, there will always be room for mistakes that can cost you a lot; sometimes even your business. For example, an accountant forgets to close their laptop when issuing or signing invoices and someone sees an HR manager’s salary and it becomes the main topic to gossip about. Not to mention the deeper security risks associated with the same idea of leaded information.

What can automation in Finance change about the financial industry as a whole?

Finance automation can fundamentally change your approach to business management. With the right tools, you can pull the data you want from different sources and push it to new documents. Plus, neither you nor any other employee will need to search for and copy a single line of text. You get as many records as you want in clicks without human intervention.
More importantly, get accurate information. Robotic process automation in Finance does not make mistakes if the software’s settings are set up properly and employees input data correctly the first time.

Finance automation completely eliminates the human factor, giving you the ability to process most documents around the clock. When your intervention is required, you'll get a notification directing you on what to do and where to do it.

If you’re concerned about security, financial process automation will take care of that too. Nowadays software offers advanced protection measures such as two-factor authentication. Additionally, a good solution must meet various requirements according to local, federal, and international laws and regulations.

Learning the ropes when it comes to accounting automation software

All of the above sounds a bit like a fantasy, but you can rest assured that there’s such a solution. airSlate is an all-in-one, no-code platform that’s helping SMBs to SMEs revolutionize how they implement tax automation and accounting automation into their daily finance workflows.

airSlate does this via Bots, software robots, basically, micro-software that automates various functions and actions within a particular Flow (workflow). You don't need to code a single line or hire developers to implement Bots. They are based on simple if-this-then-that conditional logic. When setting up a workflow, you should choose the Bot you need and configure it.

There are hundreds of Bots, some for importing or exporting information, integrating with different systems of record, and even sending out notifications. In addition, you can also check the actions your Bots have taken with the Bots log.

There are many courses by the airSlate Academy for walking you through all of the nuances of airSlate as well as automation in the finance industry. Check out use cases and recreate their Flows in your own processes. After completing each course, you'll get a verified certificate that proves your knowledge.

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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An automated accounting system automates tasks completely or partially to minimize human intervention. A solution like airSlate can help you automatically update records, get timely and accurate analytics, and create invoices, quotes, and more in clicks. In short, accounting automation will save your employees from repetitive inefficient processes.

Automation finance minimizes errors and speeds up processes. In addition to increasing productivity, you’ll also reduce your employees’ workloads and free them from uninspiring tasks. There’s no longer a choice between a fast process and a quality one. An automated workflow helps you manage large amounts of data without sacrificing time or budget.

Indirect tax automation helps you prepare a tax return with accurate information automatically. It also plans a forecast for you for the next tax year. In this way, you can keep your affairs in order without the risk of human error.

Some industries have been investing in automation finance for a long time. Others are only going to do it. Every business can be knocked out of the competitive race if they miss their moment. The goal of automated finance is to free people from the mundane and spare their time for essential work. It means your employees get paid for the value of their work and not for how well they transfer data from one spreadsheet to another.

Almost any repetitive process can be automated. If you want to get rid of manual data entry, document creation, or missed deadlines, airSlate, as automated accounting software comes in handy. Automatically export and import data, generate records and reports, set up auto-reminders, and combine various data resources without human intervention.

There are many beliefs surrounding financial process automation. One of the worst is that accountants can lose their jobs. But an automated accounting system is just a tool that helps employees perform well without unnecessary stress. Accountants often work overtime and experience burnout, however, with automation, this doesn’t have to be the case anymore.

Any workflow, including accounting, is a set of tasks. An automated accounting system makes the completion of those tasks automatic. For example, after you launch a workflow, Bots check your CRM system and pre-fill documents with the required information. As soon as your document is completed, you receive a notification that the process has already been finished.

Robotic Process Automation in Finance represents the use of software for increasing ROI for finance departments. That is, your RPA solution not only pays off, it also allows you to reduce costs for other processes. Firstly, you no longer need extra team members to run a process. An automated workflow equipped with airSlate Bots will do just about everything. Further, financial process automation works without weekends and breaks, so even when you’re on vacation, you can be sure that each of your document workflows are running as they should, 24/7. And finally,

In short, no. But an automated accounting system can radically change accounting. If your accountant only fills out paperwork and sends documents for signing, then accounting automation poses a risk for them. However, if you have a professional accountant that’s in charge of more than just administrative tasks, it’s a major benefit to their work. A good accountant also does analysis and strategizes on how to improve other processes. These will always be needed skills and abilities.

Implementing automation finance to your processes is not rocket science. airSlate provides a no-code platform where you can create any kind of workflow from start to finish using Bots. Just upload templates to your Flow, edit them, configure Bots, and run the workflow. On average, setup takes you thirty minutes. To learn more, enroll in the airSlate Academy’s courses.