Get valuable skills in no-code workflow automation for finance partner with airSlate Academy certification

The role of finance partner is to manage cash flow situations and tasks related to the financial health of a company. They deal with financial transactions, create budgets, analyze records, and prepare reports. Their work is essential to helping organizations understand their economic condition so they can make informed strategic decisions.

Workflow automation can drastically benefit finance partner and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more precise and trustworthy financial information. Additionally, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.

Usually, our certification for finance partner takes about 3 hours. However, you may need more time to master the necessary automation skills if it’s your first time with our solution. 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 recurring financial operations.

This certification goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to create forms, auto-populate them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance partner, are provided free of charge. We aim to equip experts with the knowledge 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 continuous training in accounting and budgeting, it’s necessary for finance partner to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy provides this certification in No-code workflow automation for finance partner specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, reducing errors, and liberating time for more strategic tasks.