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Learn valuable workflow automation skills with the airSlate Academy certification for finance admin
213 students
Learn how to automate document workflows and optimize your financial operations, all without writing a single line of code. Take the airSlate Academy certification for finance admin to enhance sales effectiveness.
About this course
This certification is a comprehensive overlook of document workflow automation particulars for finance admin. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive results with minimal human involvement. You will get practical insights on how to configure the essential bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this certification, you’ll be able to set up automated everyday processes that keep your financial records precise and instantly 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 industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance admin task completion
- A quick knowledge check and practical tasks for better expertise consolidation
- A digital certificate upon successful completion of the certification for finance admin
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What document-based processes need automation to ensure the accuracy of financial transactions
- Ways for finance admin to overcome the difficulties of document-based operations by automating them
- How to put a typical finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone working in the financial sector
- Staff members handling document-heavy processes they want to improve
- Anyone looking for ways to gain useful 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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The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations understand their economic condition so they can make informed and impactful decisions.
This certification reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate documents, pre-fill 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 between different documents and systems with minimal effort from your side.
In addition to ongoing training in accounting and budgeting, it’s important for finance admin to steadily 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 provides this certification specifically created to teach finance admin how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can considerably benefit finance admin and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and trustworthy financial information. On top of that, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible learning, all our courses, including those for finance admin, are offered 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 certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
Usually, our certification for finance admin takes about 3 hours. However, you may need more time to master the necessary automation skills if it’s your first time with our solution. Take things slow and enroll in 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 recurring financial operations.