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This certification program is a detailed overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining regular document-heavy financial processes 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 increase the accuracy and productivity of your work.
By completing this certification program, you’ll quickly Improve your financial management skills and will be able to set up automated day-to-day processes that keep your financial records accurate and instantly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, minimize errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
This certification program reveals the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create 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 participation from your side.
Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and adequate financial information. In addition, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
Usually, our certification program takes about 3 hours. However, you may need more time to master 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training course to Improve your financial management skills, solidify your expertise as a user, and start automating recurring financial processes.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of an organization. They deal with financial transactions, create budgets, evaluate records, and create reports. Their work is essential to helping companies comprehend their economic condition so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s important for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial financial management skills to keep sharp. airSlate Academy offers this certification program specifically developed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
In line with airSlate’s commitment to accessible education, all our programs, including those for improving financial management skills, are available at no cost. 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 certification program, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.