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Learn must-have finance professional skills in workflow automation with the airSlate Academy certification program
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-have finance professional skills with certification program in workflow automation to optimize regular operations.
About this course
This certification program is a comprehensive overlook of document workflow automation particulars for finance professional. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve impressive results with minimal human involvement. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this certification program, you’ll be able to build automated everyday processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adapt to the ever-changing landscape of the sector. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance professional task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired must-have finance professional skills
- An electronic certificate upon successful completion of the certification program for finance professional
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based processes need automation to ensure the precision of financial transactions
- Ways for finance professional to resolve the difficulties of document-based operations by automating them
- How to put a regular finance professional process on autopilot using no-code bots
Who is this course for?
- finance professional and everyone employed in the financial industry
- Employees working with document-heavy processes they want to simplify
- Anyone searching for ways to obtain 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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Workflow automation can considerably benefit finance professional 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 minimizes the risk of human error, leading to more accurate and trustworthy financial data. Moreover, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
This certification program 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 generate documents, pre-populate them with CRM record details, create automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance professional, are provided cost-free. We aim to equip experts with the expertise and skills in document workflow automation they need to master in their careers without charging them. While taking the certification program, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.
Generally, our certification program for finance professional takes about 3 hours. However, you may need more time to gain the required automation skills if it’s your first time with our solution. Take things slow and enroll in 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 routine financial operations.
Besides ongoing training in accounting and budgeting, it’s necessary for finance professional to steadily boost their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is one of the must-have finance professional skills to keep sharp. airSlate Academy offers this certification program specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
The role of finance professional is to handle cash flow situations and tasks associated with the financial health of a business. They manage financial transactions, create budgets, evaluate data, and prepare reports. Their work is important to helping organizations understand their economic status so they can make informed and impactful decisions.