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Upgrade your finance administrator skills in workflow automation and Excel your career with airSlate Academy certification
213 students
Upgrade your finance administrator skills with our comprehensive certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
About this course
This certification is a comprehensive overlook of document workflow automation specifics for finance professionals. It enables you to master the art of streamlining typical document-heavy financial operations to achieve remarkable results with minimal human participation. You will get practical insights on how to set up the necessary bots to put routine tasks on autopilot and enhance the accuracy and efficiency of your work.
By completing this certification, you’ll quickly Upgrade your finance administrator skills and will be able to set up automated everyday processes that keep your financial data accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to improve operations, minimize errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll receive 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 brief knowledge examination and practical tasks to consolidate your newly acquired skills
- An electronic certificate upon successful completion of our comprehensive certification
What will you learn?
- The concept of document workflow automation and its advantageous impact on a company’s finances
- What document-based operations require automation to guarantee the precision of financial transactions
- Ways to improve finance administrator skills and overcome the problems of document-based operations by automating them
- How to put a typical financial workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial industry
- Employees working with document-heavy processes they want to improve
- Anyone searching for ways to gain valuable skills in workflow automation for career growth
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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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In addition to ongoing training in accounting and budgeting, it’s essential for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is one of the most valuable finance administrator skills to keep sharp. airSlate Academy provides this certification specifically developed to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
In line with airSlate’s commitment to accessible education, all our programs, including those for improving finance administrator skills, are offered 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.
Workflow automation can drastically benefit finance specialists and other industry experts by automating routine and repetitive tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, leading to more precise and adequate financial data. Furthermore, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
The role of finance professionals is to handle cash flow situations and tasks related to the financial health of an organization. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping companies understand their economic status so they can make informed and impactful decisions.
Normally, our certification takes about 3 hours. However, you may need more time to gain 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, remember to practice your newly acquired knowledge right after completing your program to Upgrade your finance administrator skills, solidify your expertise as a user, and start automating routine financial operations.
This certification goes through 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 data, build automated invoicing workflows, and more. Additionally, you will discover ways to configure bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.