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Enhance your finance technical skills in workflow automation and Excel your career with airSlate Academy professional certification
213 students
Enhance your finance technical skills with our comprehensive professional certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This professional certification is a comprehensive overlook of document workflow automation specifics for finance specialists. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable outcomes with minimal human participation. You will get useful recommendations on how to configure the essential bots to put repeating tasks on autopilot and increase the accuracy and efficiency of your work.
By completing this professional certification, you’ll quickly Enhance your finance technical skills and will be able to build automated day-to-day processes that keep your financial information precise and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive professional certification
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways to improve finance technical skills and overcome the problems of document-based operations by automating them
- How to put a typical financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees dealing with document-heavy operations they want to simplify
- Anyone searching for ways to acquire 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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Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and recurring tasks like 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 reliable financial data. Furthermore, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance technical skills, 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 professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
This professional certification describes 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, auto-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal participation from your side.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of an organization. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is important to helping businesses comprehend their economic status so they can make informed and impactful decisions.
Generally, our professional certification takes about 3 hours. However, you may need additional time to master the required automation skills if it’s your first time with our product. Take things slow and join 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 Enhance your finance technical skills, solidify your expertise as a user, and start automating repeating financial processes.
Apart from continuous training in accounting and budgeting, it’s paramount for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable finance technical skills to keep sharp. airSlate Academy provides this professional certification specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.