to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn core commercial finance specialist skills in workflow automation with the airSlate Academy certification
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn core commercial finance specialist skills with certification in workflow automation to optimize regular operations.
About this course
This certification is a detailed overlook of document workflow automation particulars for commercial finance specialist. It enables you to master the art of streamlining common document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get practical insights on how to configure the required bots to put routine tasks on autopilot and improve the accuracy and productivity of your work.
By completing this certification, you’ll be able to build automated everyday processes that keep your financial information accurate and quickly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for commercial finance specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired core commercial finance specialist skills
- An electronic certificate upon successful completion of the certification for commercial finance specialist
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways for commercial finance specialist to overcome the difficulties of document-based processes by automating them
- How to put a typical commercial finance specialist process on autopilot utilizing no-code bots
Who is this course for?
- commercial finance specialist and everyone operating in the financial industry
- Employees managing document-heavy operations they want to enhance
- Anyone searching for ways to acquire core 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
This certification goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to create forms, pre-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions across different documents and systems with minimal effort from your side.
Usually, our certification for commercial finance specialist takes about 3 hours. However, you may need additional time to master the necessary automation expertise 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 skip the opportunity to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating repeating financial processes.
The role of commercial finance specialist is to handle cash flow situations and tasks associated with the financial health of a company. They handle financial transactions, create budgets, analyze records, and prepare reports. Their work is important to helping organizations comprehend their economic condition so they can make informed and impactful decisions.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for commercial finance specialist, are offered cost-free. We aim to equip specialists with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Workflow automation can drastically benefit commercial finance specialist and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more accurate and adequate financial information. On top of that, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
Apart from continuous training in accounting and budgeting, it’s essential for commercial finance specialist to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the core commercial finance specialist skills to keep sharp. airSlate Academy offers this certification specifically created to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.