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Develop your Head of finance skills in workflow automation and Excel your career with airSlate Academy certification
213 students
Develop your head of finance skills with our comprehensive certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This certification is a comprehensive overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get practical insights on how to set up the essential bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this certification, you’ll quickly Develop your head of finance skills and will be able to create automated day-to-day processes that keep your financial data accurate and rapidly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, minimize errors, and adapt to the ever-changing landscape of the sector. 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 specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive certification
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What paperwork-based processes require automation to guarantee the precision of financial transactions
- Ways to improve head of finance skills and resolve the challenges of document-based processes by automating them
- Ways to put a regular finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees working with document-heavy operations they want to streamline
- Anyone searching for ways to obtain valuable 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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Normally, our certification takes about 3 hours. However, you may need additional time to master the necessary automation expertise 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 forget to practice your newly acquired knowledge right after completing your program to Develop your head of finance skills, solidify your expertise as a user, and start automating repeating financial operations.
This certification reveals the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create forms, pre-fill them with CRM record details, 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 involvement from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and trustworthy financial information. On top of that, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping businesses understand their economic condition so they can make informed and impactful decisions.
Apart from continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial head of finance skills to keep sharp. airSlate Academy provides this certification specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
In line with airSlate’s commitment to accessible learning, all our courses, including those for improving head of finance skills, are available cost-free. We aim to equip professionals with the expertise 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 in the shortest time.