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Develop your financial services skills in workflow automation and Excel your career with airSlate Academy professional certification
213 students
Develop your financial services skills with our comprehensive professional certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This professional certification is a comprehensive overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining regular document-heavy financial operations to achieve impressive outcomes with minimal human participation. You will get practical insights on how to set up the required bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By completing this professional certification, you’ll quickly Develop your financial services skills and will be able to set up automated day-to-day processes that keep your financial information precise and quickly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance specialist task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive professional certification
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What document-based operations require automation to ensure the precision of financial transactions
- Ways to improve financial services skills and overcome the challenges of document-based operations by automating them
- Ways to put a typical finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees dealing with document-heavy processes they want to improve
- Anyone searching for ways to obtain 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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Workflow automation can significantly benefit finance professionals and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and trustworthy financial information. Moreover, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This professional certification goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, auto-fill them with CRM record details, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions between different documents and systems with minimal effort from your side.
In line with airSlate’s commitment to accessible learning, all our courses, including those for improving financial services skills, are provided totally free. We aim to equip specialists with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
In addition to ongoing training in accounting and budgeting, it’s essential for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable financial services skills to keep sharp. airSlate Academy provides this professional certification specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Usually, our professional certification takes about 3 hours. However, you may need more time to gain the necessary automation expertise 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 skip the opportunity to practice your newly acquired knowledge right after completing your training course to Develop your financial services skills, solidify your expertise as a user, and start automating routine financial processes.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping companies understand their economic situation so they can make informed strategic decisions.