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This certification program is a comprehensive overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve impressive results with minimal human involvement. You will get useful recommendations on how to configure the required bots to put routine tasks on autopilot and increase the accuracy and effectivenes of your work.
By completing this certification program, you’ll quickly Enhance your corporate finance skills and will be able to create automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
In accordance with airSlate’s commitment to accessible education, all our courses, including those for streamlining corporate finance skills, are available at no cost. We aim to equip experts 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 in the shortest time.
Workflow automation can significantly benefit finance specialists and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and adequate financial data. Moreover, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a company. They take care of financial transactions, create budgets, analyze data, and prepare reports. Their work is important to helping companies comprehend their economic condition so they can make informed and impactful decisions.
Generally, our certification program takes about 3 hours. However, you may need additional time to master the necessary automation skills if it’s your first time with our product. Take things slow and register 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 Enhance your corporate finance skills, solidify your expertise as a user, and start automating routine financial processes.
In addition to continuous training in accounting and budgeting, it’s important for all finance professionals to steadily boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial corporate finance skills to keep sharp. airSlate Academy provides this certification program specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
This certification program goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to create forms, auto-populate them with CRM record details, 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 participation from your side.