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Learn core global finance professional skills in workflow automation with the airSlate Academy certification course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn core global finance professional skills with certification course in workflow automation to optimize regular operations.
About this course
This certification course is a comprehensive overlook of document workflow automation specifics for global finance professional. It empowers you to master the art of streamlining regular document-heavy financial operations to achieve outstanding results with minimal human involvement. 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 finishing this certification course, you’ll be able to set up automated everyday processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, minimize errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for global finance professional task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired core global finance professional skills
- An electronic certificate upon successful completion of the certification course for global finance professional
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What paperwork-based operations need automation to ensure the accuracy of financial transactions
- Ways for global finance professional to overcome the challenges of document-based operations by automating them
- Ways to put a regular global finance professional process on autopilot utilizing no-code bots
Who is this course for?
- global finance professional and everyone employed in the financial industry
- Staff members dealing with document-heavy tasks they want to simplify
- Anyone looking for ways to get core 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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The role of global finance professional is to handle cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping organizations understand their economic status so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s necessary for global finance professional to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the core global finance professional skills to keep sharp. airSlate Academy offers this certification course specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Usually, our certification course for global finance professional takes about 3 hours. However, you may need extra time to master 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, 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 recurring financial processes.
Workflow automation can considerably benefit global finance professional 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 precise and adequate financial information. In addition, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In line with airSlate’s commitment to accessible education, all our programs, including those for global finance professional, are provided totally free. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the certification course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
This certification course goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to create documents, auto-populate them with CRM record details, build automated invoicing workflows, and more. You will also learn how to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.