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Self-paced
Learn fundamental finance admin skills in workflow automation with the airSlate Academy professional certification
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn fundamental finance admin skills with professional certification in workflow automation to optimize regular operations.
About this course
This professional certification is a comprehensive overlook of document workflow automation particulars for finance admin. It enables you to master the art of streamlining common document-heavy financial processes to achieve impressive outcomes with minimal human involvement. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and increase the accuracy and productivity of your work.
By completing this professional certification, you’ll be able to create automated everyday processes that keep your financial information precise and rapidly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance admin task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired fundamental finance admin skills
- An electronic certificate upon successful completion of the professional certification for finance admin
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What document-based operations require automation to guarantee the accuracy of financial transactions
- Ways for finance admin to overcome the challenges of document-based processes by automating them
- Ways to put a typical finance admin workflow on autopilot using no-code bots
Who is this course for?
- finance admin and everyone operating in the financial industry
- Staff members handling document-heavy processes they want to improve
- Anyone looking for ways to get fundamental 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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Generally, our professional certification for finance admin takes about 3 hours. However, you may need additional time to gain the required automation skills if it’s your first time with our solution. Take things slow and register 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 course to solidify your expertise as a user and start automating repeating financial processes.
In addition to continuous training in accounting and budgeting, it’s essential for finance admin to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the fundamental finance admin skills to keep sharp. airSlate Academy provides this professional certification specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
This professional certification describes 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 information, create automated invoicing workflows, and more. You will also learn how to configure bots for smooth and accurate data transitions across various documents and systems with minimal effort from your side.
In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance admin, are available totally free. We aim to equip experts with the expertise and skills in document workflow automation they need to excel 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 admin is to handle cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is essential to helping businesses comprehend their economic condition so they can make informed strategic decisions.
Workflow automation can considerably benefit finance admin and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. Furthermore, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.