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Improve your finance technical skills in workflow automation and Excel your career with airSlate Academy professional certification
213 students
Improve 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 detailed overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining common document-heavy financial operations to achieve outstanding outcomes with minimal human participation. You will get practical insights on how to configure the required bots to put repeating tasks on autopilot and enhance the accuracy and effectivenes of your work.
By finishing this professional certification, you’ll quickly Improve your finance technical skills and will be able to set up automated day-to-day processes that keep your financial records accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining 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 professional certification
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways to improve finance technical skills and overcome the challenges of document-based processes by automating them
- How to put a typical financial process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees dealing with document-heavy operations they want to simplify
- Anyone looking for ways to obtain 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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Apart from ongoing training in accounting and budgeting, it’s important for all finance professionals to constantly boost their technical skills in dealing 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 developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, analyze records, and create reports. Their work is important to helping companies understand their economic condition so they can make informed and impactful decisions.
In line with airSlate’s commitment to accessible learning, all our courses, including those for streamlining finance technical skills, are provided cost-free. We aim to equip experts with the expertise and skills in document workflow automation they need to master 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.
Workflow automation can drastically benefit finance professionals and other industry experts by automating routine and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more accurate and trustworthy financial information. Moreover, automation enables finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.
This professional certification goes through the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate forms, pre-populate them with CRM record details, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.
Normally, our professional certification takes about 3 hours. However, you may need extra time to gain the necessary automation skills 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, remember to practice your newly acquired knowledge right after completing your course to Improve your finance technical skills, solidify your expertise as a user, and start automating repeating financial operations.