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Perfect your basic financial skills in workflow automation and Excel your career with airSlate Academy certification course
213 students
Perfect your basic financial skills with our comprehensive certification course in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This certification course is a comprehensive overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining common document-heavy financial operations to achieve outstanding results with minimal human participation. You will get practical insights on how to configure the necessary bots to put routine tasks on autopilot and boost the accuracy and effectivenes of your work.
By completing this certification course, you’ll quickly Perfect your basic financial skills and will be able to build automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust to the ever-changing landscape of the sector. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance specialist task completion
- A quick knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive certification course
What will you learn?
- The concept of document workflow automation and its valuable influence on a company’s finances
- What paperwork-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve basic financial skills and resolve the difficulties of document-based operations by automating them
- Ways to put a typical financial process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Staff members working with document-heavy processes they want to streamline
- Anyone searching for ways to gain 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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Generally, our certification course takes about 3 hours. However, you may need additional time to master the required 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 training to Perfect your basic financial skills, solidify your expertise as a user, and start automating routine financial operations.
In line with airSlate’s commitment to accessible learning, all our courses, including those for improving basic financial skills, 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping businesses comprehend their economic condition so they can make informed and impactful decisions.
Workflow automation can significantly benefit finance specialists and other industry experts by automating regular and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more precise and reliable financial data. Additionally, automation enables finance professionals to focus on higher-level tasks like financial analysis and strategic planning.
Apart from continuous training in accounting and budgeting, it’s necessary for all finance professionals to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable basic financial skills to keep sharp. airSlate Academy provides this certification course specifically created to teach you how to automate financial document workflows, therefore increasing efficiency, reducing errors, and liberating time for more strategic tasks.
This certification course reveals the ins and outs 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 data, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions between different documents and systems with minimal involvement from your side.