Self-paced

Learn valuable workflow automation skills with the airSlate Academy certification program for finance product manager

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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 program for finance product manager to enhance sales effectiveness.
Learn valuable workflow automation skills with the airSlate Academy certification program for finance product manager

About this course

This certification program is a comprehensive overlook of document workflow automation specifics for finance product manager. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get useful recommendations on how to configure the necessary bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.

By completing this certification program, you’ll be able to build automated everyday processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units explaining the role of workflow automation for finance product manager task completion
  • A quick knowledge check and practical tasks for better expertise consolidation
  • An electronic certificate upon successful completion of the certification program for finance product manager

What will you learn?

  • The concept of document workflow automation and its valuable impact on a company’s finances
  • What paperwork-based processes require automation to guarantee the accuracy of financial transactions
  • Ways for finance product manager to resolve the difficulties of document-based processes by automating them
  • How to put a regular finance product manager workflow on autopilot utilizing no-code bots

Who is this course for?

  • finance product manager and everyone operating in the financial sector
  • Employees working with document-heavy processes they want to streamline
  • Anyone searching for ways to obtain useful skills in workflow automation for career growth

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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Normally, our certification program for finance product manager takes about 3 hours. However, you may need extra 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 training to solidify your expertise as a user and start automating recurring financial operations.

Apart from continuous training in accounting and budgeting, it’s paramount for finance product manager to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also a critical skill to keep sharp. airSlate Academy provides this certification program specifically created to teach finance product manager how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.

Workflow automation can drastically benefit finance product manager and other industry experts by automating regular and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial data. Furthermore, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.

The role of finance product manager is to handle cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is essential to helping companies understand their economic condition so they can make informed and impactful decisions.

This certification program reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-fill them with CRM record data, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between various documents and systems with minimal involvement from your side.

In line with airSlate’s commitment to accessible education, all our programs, including those for finance product manager, are provided totally 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 program, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.