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Get valuable skills in document automation for finance admin with airSlate Academy certification
213 students
Get a practical understanding of Document automation for finance admin with the airSlate Academy certification. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This certification is a comprehensive overlook of Document automation for finance admin. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve outstanding outcomes with minimal human engagement. You will get practical insights on how to configure the required bots to put repeating tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this certification, you’ll be able to set up automated everyday processes that keep your financial data accurate and quickly 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 sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the certification for finance admin
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What document-based processes need automation to ensure the precision of financial transactions
- Ways for finance admin to overcome the problems of document-based processes by automating them
- How to put a typical finance admin workflow on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone employed in the financial sector
- Staff members working with document-heavy processes they want to improve
- Anyone looking for ways to get 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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Generally, our certification for finance admin takes about 3 hours. However, you may need extra time to master the required 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 skip the opportunity to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating repeating financial processes.
The role of finance admin is to manage cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping organizations comprehend their economic situation so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s necessary for finance admin to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also an important skill to keep sharp. airSlate Academy offers this certification in Document automation for finance admin specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Workflow automation can significantly benefit finance admin and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and adequate financial data. Moreover, automation allows finance specialists to focus 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 finance admin, are offered free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master 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 goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, auto-fill them with CRM record details, create automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.