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Get valuable skills in no-code automation platform for finance admin with airSlate Academy certification course
213 students
Get a practical understanding of No-code automation platform for finance admin with the airSlate Academy certification course. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This certification course is a comprehensive overlook of No-code automation platform for finance admin. It enables you to master the art of streamlining regular document-heavy financial operations to achieve remarkable results with minimal human participation. You will get useful recommendations on how to set up the required bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By finishing this certification course, you’ll be able to create automated daily processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. Lastly, you’ll obtain a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules highlighting the role of workflow automation for finance admin task completion
- A brief knowledge examination and practical tasks for better skills consolidation
- A digital certificate upon successful completion of the certification course for finance admin
What will you learn?
- The concept of document workflow automation and its valuable impact on a company’s finances
- What document-based processes require automation to guarantee the precision of financial transactions
- Ways for finance admin to overcome the challenges of document-based operations by automating them
- How to put a regular finance admin workflow on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone working in the financial industry
- Employees dealing with document-heavy tasks they want to simplify
- Anyone looking for ways to get valuable skills in workflow automation for career development
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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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The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is essential to helping companies comprehend their economic status so they can make informed and impactful decisions.
In addition to ongoing training in accounting and budgeting, it’s paramount for finance admin to steadily boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a critical skill to keep sharp. airSlate Academy offers this certification course in No-code automation platform for finance admin specifically designed to teach you how to automate financial document workflows, and thus increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.
Workflow automation can considerably benefit finance admin and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and trustworthy financial information. In addition, automation allows finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.
This certification course reveals the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, auto-populate them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.
Usually, our certification course for finance admin takes about 3 hours. However, you may need more time to master the necessary automation skills 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 forget to practice your newly acquired knowledge right after completing your course to solidify your expertise as a user and start automating routine financial processes.
In line with airSlate’s commitment to accessible learning, all our courses, including those for finance admin, are available at no cost. We aim to equip professionals with the knowledge and skills in document workflow automation they need to excel in their careers without charging them. While taking the certification course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.