Learn core finance strategist skills in workflow automation with the airSlate Academy certification

This certification describes the ins and outs 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. You will also learn how to configure bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.

The role of finance strategist is to handle cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping companies comprehend their economic status so they can make informed and impactful decisions.

In addition to ongoing training in accounting and budgeting, it’s paramount for finance strategist to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the core finance strategist skills to keep sharp. airSlate Academy provides this certification specifically developed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.

Normally, our certification for finance strategist 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 sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating recurring financial operations.

Workflow automation can drastically benefit finance strategist and other industry experts by automating regular and recurring 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 trustworthy financial information. In addition, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance strategist, are offered cost-free. We aim to equip experts with the knowledge 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 in the shortest time.