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Learn must-have finance and accounting 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 must-have finance and accounting specialist skills with certification in workflow automation to optimize regular operations.
About this course
This certification is a comprehensive overlook of document workflow automation particulars for finance and accounting specialist. It enables you to master the art of streamlining common document-heavy financial processes to achieve outstanding outcomes with minimal human participation. You will get useful recommendations on how to configure the essential bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By finishing this certification, you’ll be able to build automated daily processes that keep your financial information precise and promptly 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 sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance and accounting specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired must-have finance and accounting specialist skills
- A digital certificate upon successful completion of the certification for finance and accounting specialist
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based operations need automation to ensure the accuracy of financial transactions
- Ways for finance and accounting specialist to overcome the challenges of document-based operations by automating them
- How to put a regular finance and accounting specialist process on autopilot utilizing no-code bots
Who is this course for?
- finance and accounting specialist and everyone working in the financial sector
- Employees dealing with document-heavy tasks they want to simplify
- Anyone looking for ways to get must-have skills in workflow automation for career growth
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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 finance and accounting specialist is to handle cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping businesses understand their economic status so they can make informed strategic decisions.
In addition to continuous training in accounting and budgeting, it’s necessary for finance and accounting specialist to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the must-have finance and accounting specialist skills to keep sharp. airSlate Academy provides this certification specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and liberating time for more strategic tasks.
Usually, our certification for finance and accounting specialist takes about 3 hours. However, you may need additional time to master the necessary automation skills 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 forget to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating repeating financial processes.
In line with airSlate’s commitment to accessible learning, all our programs, including those for finance and accounting specialist, are offered cost-free. We aim to equip specialists 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.
Workflow automation can drastically benefit finance and accounting specialist and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more precise and reliable financial data. Moreover, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This certification describes the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to generate documents, pre-populate them with CRM record details, create automated invoicing workflows, and more. You will also learn how to set up bots for smooth and precise data transitions across various documents and systems with minimal participation from your side.