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

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.