Self-paced

Learn new global finance professional skills in workflow automation with the airSlate Academy certification program

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213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn new global finance professional skills with certification program in workflow automation to optimize regular operations.
Learn new global finance professional skills in workflow automation with the airSlate Academy certification program

About this course

This certification program is a detailed overlook of document workflow automation particulars for global finance professional. It empowers you to master the art of streamlining common document-heavy financial operations to achieve remarkable results with minimal human participation. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and improve the accuracy and efficiency of your work.

By completing this certification program, you’ll be able to create automated day-to-day processes that keep your financial data accurate and instantly updated across all documents and systems. You’ll be equipped with the expertise to improve operations, reduce 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:

  • Units explaining the role of workflow automation for global finance professional task completion
  • A quick knowledge examination and practical tasks to consolidate your newly acquired new global finance professional skills
  • An electronic certificate upon successful completion of the certification program for global finance professional

What will you learn?

  • The concept of document workflow automation and its valuable effect on a company’s finances
  • What paperwork-based processes require automation to ensure the accuracy of financial transactions
  • Ways for global finance professional to address the problems of document-based operations by automating them
  • Ways to put a regular global finance professional workflow on autopilot utilizing no-code bots

Who is this course for?

  • global finance professional and everyone employed in the financial industry
  • Employees handling document-heavy operations they want to simplify
  • Anyone looking for ways to acquire new skills in workflow automation for career development

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Normally, our certification program for global finance professional takes about 3 hours. However, you may need extra time to master the required automation expertise 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 operations.

Workflow automation can considerably benefit global finance professional and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more precise and adequate financial data. In addition, automation enables finance professionals to focus on higher-level tasks like 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 free of charge. 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 program, 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 ongoing training in accounting and budgeting, it’s important for global finance professional to steadily improve their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the new global finance professional skills to keep sharp. airSlate Academy provides this certification program specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.

The role of global finance professional is to handle cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping companies understand their economic situation so they can make informed and impactful decisions.

This certification program 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 generate forms, auto-populate them with CRM record data, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.