Optimize regular tasks with the airSlate Academy certification course for foundation finance automation

Generally, our certification course for foundation finance automation takes about 3 hours. However, you may need extra time to master the required automation skills if it’s your first time with our product. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating recurring financial operations.

Apart from ongoing training in accounting and budgeting, it’s essential for finance specialists to constantly boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this certification course specifically created to teach you the ins and outs of foundation finance automation, how to put your routine processes on autopilot, and therefore increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.

In line with airSlate’s commitment to accessible education, all our programs, including the current one, are provided cost-free. 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 certification course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

The role of finance experts is to handle cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, analyze records, and create reports. Their work is important to helping organizations comprehend their economic status so they can make informed strategic decisions.

This certification 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 documents, auto-fill them with CRM record information, build automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.

Workflow automation can significantly 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 reduces the risk of human error, resulting in more accurate and reliable financial data. In addition, automation allows finance professionals to focus on higher-level tasks like financial analysis and strategic planning.