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Perfect your skills of finance manager in workflow automation and Excel your career with airSlate Academy certification program
213 students
Perfect your skills of finance manager 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 comprehensive overlook of document workflow automation particulars for finance professionals. It empowers 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 necessary bots to put routine tasks on autopilot and increase the accuracy and effectivenes of your work.
By finishing this certification program, you’ll quickly Perfect your skills of finance manager and will be able to create automated day-to-day processes that keep your financial information precise and rapidly updated across all documents and systems. You’ll be equipped with the expertise to enhance operations, minimize errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance professional 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 valuable impact on a company’s finances
- What document-based processes need automation to ensure the accuracy of financial transactions
- Ways to improve skills of finance manager and address the challenges of document-based processes by automating them
- How to put a typical financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone working in the financial industry
- Employees handling document-heavy tasks they want to improve
- Anyone searching for ways to gain valuable skills in workflow automation for career growth
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Questions & answers
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In line with airSlate’s commitment to accessible learning, all our programs, including those for streamlining skills of finance manager, are provided free of charge. We aim to equip professionals 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 in the shortest time.
Usually, our certification program takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in 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 program to Perfect your skills of finance manager, solidify your expertise as a user, and start automating repeating financial operations.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a business. They take care of financial transactions, create budgets, evaluate data, and prepare reports. Their work is crucial to helping companies comprehend their economic condition so they can make informed strategic decisions.
This certification program goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial processes. You learn to generate documents, pre-fill them with CRM record data, create automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal effort from your side.
Workflow automation can drastically benefit finance professionals and other industry experts by automating routine and repetitive tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more accurate and reliable financial information. Moreover, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
Apart from continuous training in accounting and budgeting, it’s paramount for all finance professionals to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the most valuable skills of finance manager to keep sharp. airSlate Academy provides this certification program specifically created to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.