Self-paced

Get valuable skills in digital document workflow for finance partner with airSlate Academy certification

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Get a practical understanding of Digital document workflow for finance partner with the airSlate Academy certification. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
Get valuable skills in Digital document workflow for finance partner with airSlate Academy certification

About this course

This certification is a detailed overlook of Digital document workflow for finance partner. It enables you to master the art of streamlining common document-heavy financial operations to achieve outstanding results with minimal human participation. You will get useful recommendations on how to configure the essential bots to put routine tasks on autopilot and improve the accuracy and productivity of your work.

By completing this certification, you’ll be able to set up automated daily processes that keep your financial information accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units highlighting the role of workflow automation for finance partner task completion
  • A brief knowledge check and practical tasks for better expertise consolidation
  • A digital certificate upon successful completion of the certification for finance partner

What will you learn?

  • The concept of document workflow automation and its beneficial influence on a company’s finances
  • What document-based operations need automation to guarantee the accuracy of financial transactions
  • Ways for finance partner to address the problems of document-based processes by automating them
  • How to put a regular finance partner process on autopilot utilizing no-code bots

Who is this course for?

  • finance partner and everyone operating in the financial sector
  • Employees managing document-heavy processes they want to improve
  • Anyone searching for ways to obtain valuable skills in workflow automation for career development

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 partner is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze records, and create reports. Their work is important to helping businesses understand their economic status so they can make informed and impactful decisions.

Workflow automation can considerably benefit finance partner and other industry experts by automating regular and recurring 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 accurate and trustworthy financial information. Furthermore, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.

In line with airSlate’s commitment to accessible education, all our courses, including those for finance partner, are offered at no cost. We aim to equip experts 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 in the shortest time.

Apart from ongoing training in accounting and budgeting, it’s important for finance partner to steadily boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy offers this certification in Digital document workflow for finance partner specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and liberating time for more strategic tasks.

Normally, our certification for finance partner takes about 3 hours. However, you may need additional time to gain the necessary 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating recurring financial operations.

This certification describes 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, pre-populate them with CRM record data, build automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.