Self-paced

Develop your Head of finance skills in workflow automation and Excel your career with airSlate Academy professional certification

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213 students
Develop your head of finance skills with our comprehensive professional certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
Develop your head of finance skills in workflow automation and Excel your career with airSlate Academy professional certification

About this course

This professional certification is a detailed overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve impressive results with minimal human participation. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and improve the accuracy and effectivenes of your work.

By finishing this professional 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 records precise and quickly 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 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 professional task completion
  • A quick knowledge check 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 influence on a company’s finances
  • What paperwork-based operations need automation to ensure the accuracy of financial transactions
  • Ways to improve head of finance skills and address the problems of document-based operations by automating them
  • How to put a regular finance-related process on autopilot using no-code bots

Who is this course for?

  • Finance experts and everyone working in the financial industry
  • Employees managing document-heavy processes they want to simplify
  • Anyone looking for ways to acquire valuable 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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The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a company. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses understand their economic status so they can make informed strategic decisions.

Normally, our professional certification takes about 3 hours. However, you may need extra time to master the necessary automation skills if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your training course to Develop your head of finance skills, solidify your expertise as a user, and start automating recurring financial processes.

Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and adequate financial information. In addition, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining head of finance skills, are offered cost-free. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel 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.

Besides continuous training in accounting and budgeting, it’s paramount for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial head of finance skills to keep sharp. airSlate Academy provides this professional certification specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.

This professional certification reveals 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-populate them with CRM record details, create automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and accurate data transitions between different documents and systems with minimal involvement from your side.