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

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.