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Develop your skills of finance manager in workflow automation and Excel your career with airSlate Academy certification
213 students
Develop your skills of finance manager 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 specialists. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable results with minimal human involvement. You will get useful recommendations on how to set up the essential bots to put routine tasks on autopilot and enhance the accuracy and effectivenes of your work.
By completing this certification, you’ll quickly Develop your skills of finance manager and will be able to build automated day-to-day processes that keep your financial data precise and quickly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive certification
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based operations need automation to guarantee the precision of financial transactions
- Ways to improve skills of finance manager and address the problems of document-based operations by automating them
- How to put a typical finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees handling document-heavy operations they want to enhance
- 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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Workflow automation can significantly benefit finance professionals 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, leading to more accurate and adequate financial data. On top of that, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for improving skills of finance manager, are provided free of charge. 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 faster.
This certification describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, auto-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.
Normally, our certification takes about 3 hours. However, you may need more time to gain the required automation expertise if it’s your first time with our product. Take things slow and enroll in 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 skills of finance manager, solidify your expertise as a user, and start automating routine financial processes.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping companies comprehend their economic situation so they can make informed and impactful decisions.
In addition to continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most valuable skills of finance manager 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.