to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Improve your financial services skills in workflow automation and Excel your career with airSlate Academy professional certification
213 students
Improve your financial services 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 particulars for finance professionals. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable outcomes with minimal human engagement. You will get practical insights on how to configure the essential bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.
By completing this professional certification, you’ll quickly Improve your financial services skills and will be able to create automated everyday processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, minimize errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units explaining the role of workflow automation for finance professional task completion
- A brief 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 document-based processes need automation to guarantee the accuracy of financial transactions
- Ways to improve financial services skills and address the challenges of document-based operations by automating them
- Ways to put a typical finance-related process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Employees handling document-heavy processes they want to streamline
- Anyone searching for ways to obtain valuable skills in workflow automation for career growth
Start learning today
Sign now for free
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.
Need help?
Contact Support
In line with airSlate’s commitment to accessible education, all our courses, including those for improving financial services skills, are provided free of charge. We aim to equip specialists with the knowledge 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 faster.
The role of finance professionals is to handle cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze data, and prepare reports. Their work is crucial to helping companies understand their economic situation so they can make informed strategic decisions.
Besides ongoing training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable financial services skills to keep sharp. airSlate Academy offers this professional certification specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.
Workflow automation can significantly benefit finance professionals and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and trustworthy financial information. In addition, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.
Normally, our professional certification takes about 3 hours. However, you may need more time to master the required automation expertise 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, remember to practice your newly acquired knowledge right after completing your course to Improve your financial services skills, solidify your expertise as a user, and start automating recurring financial processes.
This professional certification goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, pre-fill them with CRM record details, create automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and accurate data transitions across various documents and systems with minimal involvement from your side.