Optimize regular tasks with the airSlate Academy professional certification for finance industry automation

In line with airSlate’s commitment to accessible education, all our courses, including the current one, are offered 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 professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks including 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 trustworthy financial information. On top of that, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.

The role of finance experts is to manage cash flow situations and tasks related to the financial health of a company. They take care of financial transactions, create budgets, evaluate records, and create reports. Their work is crucial to helping organizations comprehend their economic condition so they can make informed strategic decisions.

Apart from continuous training in accounting and budgeting, it’s essential for finance specialists to constantly improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also a crucial skill to keep sharp. airSlate Academy offers this professional certification specifically designed to teach you the ins and outs of finance industry automation, how to put your routine processes on autopilot, and thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

Usually, our professional certification for finance industry automation takes about 3 hours. However, you may need additional time to gain the necessary automation expertise if it’s your first time with our solution. Take things slow and register for 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 processes.

This professional certification goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create forms, pre-populate them with CRM record details, create automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions between various documents and systems with minimal participation from your side.