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Get valuable skills in document workflow for finance admin with airSlate Academy certification program
213 students
Get a practical understanding of Document workflow for finance admin with the airSlate Academy certification program. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This certification program is a detailed overlook of Document workflow for finance admin. It enables you to master the art of streamlining typical document-heavy financial operations to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put routine tasks on autopilot and improve the accuracy and efficiency of your work.
By completing this certification program, you’ll be able to create automated everyday processes that keep your financial records precise and rapidly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll receive 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 skills consolidation
- An electronic certificate upon successful completion of the certification program for finance admin
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways for finance admin to overcome the difficulties of document-based operations by automating them
- How to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone employed in the financial industry
- Staff members dealing with document-heavy operations they want to streamline
- Anyone searching for ways to acquire useful 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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The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping companies understand their economic situation so they can make informed strategic decisions.
Workflow automation can drastically benefit finance admin and other industry experts by automating regular and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more precise and reliable financial data. In addition, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This certification program reveals 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 documents, pre-fill them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions across various documents and systems with minimal involvement from your side.
In line with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are available cost-free. 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 program, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Besides continuous training in accounting and budgeting, it’s important for finance admin to constantly boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this certification program in Document workflow for finance admin specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
Usually, our certification program for finance admin takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and register for other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t forget to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating recurring financial processes.