Self-paced

Learn proficient finance strategist skills in workflow automation with the airSlate Academy certification

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

About this course

This certification is a comprehensive overlook of document workflow automation specifics for finance strategist. It enables you to master the art of streamlining regular document-heavy financial processes to achieve remarkable outcomes with minimal human engagement. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and enhance the accuracy and efficiency of your work.

By completing this certification, you’ll be able to set up automated daily processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.

What’s included:

  • Modules explaining the role of workflow automation for finance strategist task completion
  • A brief knowledge check and practical tasks to consolidate your newly acquired proficient finance strategist skills
  • An electronic certificate upon successful completion of the certification for finance strategist

What will you learn?

  • The concept of document workflow automation and its advantageous impact on a company’s finances
  • What document-based processes require automation to ensure the precision of financial transactions
  • Ways for finance strategist to overcome the challenges of document-based processes by automating them
  • Ways to put a typical finance strategist process on autopilot utilizing no-code bots

Who is this course for?

  • finance strategist and everyone working in the financial industry
  • Staff members handling document-heavy processes they want to improve
  • Anyone looking for ways to get proficient skills in workflow automation for career growth

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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This certification goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, pre-fill them with CRM record information, create automated invoicing workflows, and more. You will also discover ways to configure bots for smooth and accurate data transitions across various documents and systems with minimal effort from your side.

The role of finance strategist is to manage cash flow situations and tasks related to the financial health of a company. They take care of financial transactions, create budgets, evaluate records, and prepare reports. Their work is crucial to helping businesses comprehend their economic condition so they can make informed strategic decisions.

In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance strategist, are provided at no cost. We aim to equip specialists with the expertise 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 faster.

Apart from ongoing training in accounting and budgeting, it’s important for finance strategist to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the proficient finance strategist skills to keep sharp. airSlate Academy provides this certification specifically created to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.

Generally, our certification for finance strategist takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and join 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 repeating financial processes.

Workflow automation can significantly benefit finance strategist 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 reduces the risk of human error, resulting in more accurate and trustworthy financial data. Furthermore, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.