Get valuable skills in document automation for Finance Specialist with airSlate Academy certification course

Besides continuous training in accounting and budgeting, it’s necessary for finance specialist to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this certification course in Document automation for finance specialist specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.

The role of finance specialist is to handle cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, analyze data, and create reports. Their work is essential to helping organizations comprehend their economic status so they can make informed and impactful decisions.

This certification course describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, pre-fill them with CRM record details, build automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.

In line with airSlate’s commitment to accessible learning, all our courses, including those for finance specialist, are offered cost-free. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

Generally, our certification course for finance specialist takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our solution. 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 course to solidify your expertise as a user and start automating routine financial operations.

Workflow automation can considerably benefit finance specialist and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. On top of that, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.