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Perfect your finance skills in workflow automation and Excel your career with airSlate Academy certification program
213 students
Perfect your finance skills with our comprehensive certification program in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This certification program is a detailed overlook of document workflow automation particulars for finance specialists. It empowers you to master the art of streamlining common document-heavy financial processes to achieve impressive outcomes with minimal human involvement. You will get useful recommendations on how to configure the necessary bots to put repeating tasks on autopilot and increase the accuracy and productivity of your work.
By completing this certification program, you’ll quickly Perfect your finance skills and will be able to create automated day-to-day processes that keep your financial data precise and instantly updated across all documents and systems. You’ll be equipped with the expertise to optimize operations, reduce errors, and adapt to the ever-changing landscape of the sector. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Units highlighting the role of workflow automation for finance specialist task completion
- A brief knowledge examination and practical tasks to consolidate your newly acquired skills
- A digital certificate upon successful completion of our comprehensive certification program
What will you learn?
- The concept of document workflow automation and its beneficial impact on a company’s finances
- What paperwork-based operations require automation to guarantee the accuracy of financial transactions
- Ways to improve finance skills and address the difficulties of document-based processes by automating them
- Ways to put a regular finance-related process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees managing document-heavy processes they want to improve
- Anyone searching for ways to obtain 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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Apart from ongoing training in accounting and budgeting, it’s paramount for all finance professionals to constantly boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial finance skills to keep sharp. airSlate Academy provides this certification program specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
This certification program describes the particulars of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to create forms, 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 involvement from your side.
In line with airSlate’s commitment to accessible learning, all our programs, including those for improving finance skills, are provided at no cost. We aim to equip experts with the knowledge and skills in document workflow automation they need to master 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 faster.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a company. They take care of financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping organizations understand their economic condition so they can make informed strategic decisions.
Generally, our certification program takes about 3 hours. However, you may need additional time to gain 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, remember to practice your newly acquired knowledge right after completing your training to Perfect your finance skills, solidify your expertise as a user, and start automating routine financial operations.
Workflow automation can considerably benefit finance professionals and other industry experts by automating regular and recurring 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 accurate and adequate financial information. In addition, automation enables finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.