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Improve your financial skills in workflow automation and Excel your career with airSlate Academy certification program
213 students
Improve your financial 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 common document-heavy financial processes to achieve impressive results with minimal human engagement. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and increase the accuracy and productivity of your work.
By finishing this certification program, you’ll quickly Improve your financial skills and will be able to create automated daily processes that keep your financial information precise and quickly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll receive 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 examination 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 impact on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways to improve financial skills and resolve the difficulties of document-based operations by automating them
- Ways to put a typical financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial industry
- Employees working with document-heavy tasks they want to streamline
- Anyone looking for ways to obtain valuable skills in workflow automation for career development
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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 routine and recurring 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 precise and reliable financial information. Moreover, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our programs, including those for improving financial skills, are offered totally free. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel 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.
Besides ongoing training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most valuable financial skills to keep sharp. airSlate Academy provides this certification program specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Normally, our certification program takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in 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 to Improve your financial skills, solidify your expertise as a user, and start automating repeating financial operations.
The role of finance professionals is to manage cash flow situations and tasks associated with the financial health of a business. They handle financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping businesses comprehend their economic condition so they can make informed strategic decisions.
This certification program describes the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create forms, pre-populate them with CRM record information, create automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.