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Learn must-know 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 must-know 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 specifics for finance admin. It enables you to master the art of streamlining regular document-heavy financial operations to achieve outstanding outcomes with minimal human engagement. You will get practical insights on how to configure the necessary bots to put routine tasks on autopilot and enhance the accuracy and productivity of your work.
By completing this professional certification, you’ll be able to create automated daily processes that keep your financial records accurate and rapidly 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 receive a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired must-know finance admin skills
- A digital certificate upon successful completion of the professional certification for finance admin
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What paperwork-based processes need automation to ensure the precision of financial transactions
- Ways for finance admin to resolve the difficulties of document-based operations by automating them
- How to put a regular finance admin process on autopilot using no-code bots
Who is this course for?
- finance admin and everyone employed in the financial sector
- Employees managing document-heavy operations they want to streamline
- Anyone looking for ways to acquire must-know 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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In accordance with airSlate’s commitment to accessible education, all our courses, 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 master 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 in the shortest time.
In addition to continuous training in accounting and budgeting, it’s paramount for finance admin to constantly improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the must-know finance admin skills to keep sharp. airSlate Academy provides this professional certification specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.
Workflow automation can significantly benefit finance admin and other industry experts by automating regular and recurring tasks including 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. On top of that, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Usually, our professional certification for finance admin takes about 3 hours. However, you may need more time to gain the required 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, remember to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating repeating financial operations.
This professional certification describes the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, auto-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.
The role of finance admin is to manage cash flow situations and tasks associated with the financial health of a company. They deal with financial transactions, create budgets, analyze data, and prepare reports. Their work is crucial to helping companies comprehend their economic status so they can make informed strategic decisions.