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Enhance your financial management skills in workflow automation and Excel your career with airSlate Academy certification program
213 students
Enhance your financial management skills with our comprehensive certification program in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This certification program is a detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining typical document-heavy financial operations to achieve remarkable results with minimal human involvement. You will get practical insights on how to configure the necessary bots to put routine tasks on autopilot and improve the accuracy and productivity of your work.
By completing this certification program, you’ll quickly Enhance your financial management skills and will be able to create automated daily processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive certification program
What will you learn?
- The concept of document workflow automation and its advantageous influence on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways to improve financial management skills and address the challenges of document-based operations by automating them
- How to put a regular financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees managing document-heavy operations they want to streamline
- Anyone looking for ways to acquire valuable skills in workflow automation for career growth
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Questions & answers
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This certification program reveals the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate documents, auto-fill them with CRM record details, build automated invoicing workflows, and more. You will also learn how to configure bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.
Workflow automation can drastically benefit finance professionals and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and adequate financial data. On top of that, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They take care of financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping businesses understand their economic situation so they can make informed and impactful decisions.
Normally, 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 join 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 Enhance your financial management skills, solidify your expertise as a user, and start automating routine financial processes.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for streamlining financial management skills, are provided free of charge. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master 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.
In addition to continuous training in accounting and budgeting, it’s essential for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable financial management skills to keep sharp. airSlate Academy offers this certification program specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.