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Get valuable skills in no-code process automation for finance admin with airSlate Academy certification program
213 students
Get a practical understanding of No-code process automation for finance admin with the airSlate Academy certification program. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This certification program is a detailed overlook of No-code process automation for finance admin. It enables you to master the art of streamlining typical document-heavy financial processes to achieve outstanding outcomes with minimal human involvement. You will get practical insights on how to set up the essential bots to put routine tasks on autopilot and boost 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 information accurate and rapidly updated across all documents and systems. You’ll be equipped with the knowledge to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance admin task completion
- A brief knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the certification program for finance admin
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based processes need automation to guarantee the precision of financial transactions
- Ways for finance admin to overcome the problems of document-based operations by automating them
- Ways to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone working in the financial industry
- Staff members dealing with document-heavy operations they want to improve
- Anyone searching for ways to obtain useful 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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Workflow automation can considerably 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 accurate and trustworthy financial data. Furthermore, automation enables finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.
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, evaluate data, and create reports. Their work is crucial to helping organizations understand their economic situation so they can make informed and impactful decisions.
This certification program 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. Additionally, you will learn how to set up bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.
In accordance with airSlate’s commitment to accessible learning, all our courses, including those for finance admin, are available totally free. 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 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 continuous training in accounting and budgeting, it’s essential 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 program in No-code process automation for finance admin specifically designed to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Normally, our certification program for finance admin takes about 3 hours. However, you may need extra time to gain the required automation expertise if it’s your first time with our product. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating repeating financial processes.