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Optimize regular tasks with the airSlate Academy certification for financial market automation
213 students
Equip yourself with skills that will transform your workflows. Take our certification for financial market automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This certification is a detailed overlook of document workflow automation particulars for finance professionals. It empowers you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get practical insights on how to set up the required bots to put repeating tasks on autopilot and increase the accuracy and productivity of your work.
By finishing our certification dedicated to financial market automation, you’ll be able to create automated everyday processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance professional task compeltion
- A quick knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the certification for financial market automation
What will you learn?
- The concept of financial market automation and its advantageous influence on a company’s finances
- What paperwork-based processes require automation to ensure the precision of financial transactions
- Ways for head of strategic finance to overcome the problems of document-based processes by automating them
- Ways to put a typical head of strategic finance workflow on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members working with document-heavy processes they want to streamline
- Anyone looking for ways to acquire valuable skills in workflow automation for career development
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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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In accordance with airSlate’s commitment to accessible learning, all our courses, including the current one, 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 certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Besides continuous 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 applications. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy offers this certification specifically developed to teach you the ins and outs of financial market automation, how to put your routine processes on autopilot, and thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance experts is to manage cash flow situations and tasks related to the financial health of a business. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping companies comprehend their economic situation so they can make informed and impactful decisions.
Workflow automation can considerably benefit finance specialists and other industry experts by automating regular and repetitive tasks like 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 adequate financial data. In addition, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
Generally, our certification for financial market automation takes about 3 hours. However, you may need additional time to gain the necessary 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, remember to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial operations.
This certification reveals the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, auto-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and accurate data transitions between various documents and systems with minimal involvement from your side.