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Learn fundamental finance product specialist skills in workflow automation with the airSlate Academy certification course
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn fundamental finance product specialist skills with certification course in workflow automation to optimize regular operations.
About this course
This certification course is a comprehensive overlook of document workflow automation specifics for finance product specialist. It empowers you to master the art of streamlining common document-heavy financial processes to achieve remarkable results with minimal human participation. You will get useful recommendations on how to set up the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this certification course, you’ll be able to build automated daily processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adjust to the ever-changing landscape of the industry. Lastly, you’ll get a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance product specialist task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired fundamental finance product specialist skills
- A digital certificate upon successful completion of the certification course for finance product specialist
What will you learn?
- The concept of document workflow automation and its beneficial influence on a company’s finances
- What document-based processes require automation to ensure the accuracy of financial transactions
- Ways for finance product specialist to resolve the problems of document-based operations by automating them
- Ways to put a regular finance product specialist workflow on autopilot using no-code bots
Who is this course for?
- finance product specialist and everyone operating in the financial sector
- Employees managing document-heavy operations they want to streamline
- Anyone looking for ways to gain fundamental 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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Normally, our certification course for finance product specialist takes about 3 hours. However, you may need extra time to master the required automation skills if it’s your first time with our product. Take things slow and register for 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 program to solidify your expertise as a user and start automating repeating financial processes.
In line with airSlate’s commitment to accessible education, all our courses, including those for finance product specialist, are offered at no cost. We aim to equip professionals with the expertise 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 product specialist is to handle cash flow situations and tasks associated with the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and create reports. Their work is crucial to helping businesses comprehend their economic situation so they can make informed and impactful decisions.
Workflow automation can significantly benefit finance product specialist and other industry experts by automating routine and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also minimizes the risk of human error, resulting in more precise and adequate financial data. Additionally, automation allows finance specialists to focus on higher-level tasks like financial analysis and strategic planning.
This certification course describes the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, auto-populate 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 involvement from your side.
Besides ongoing training in accounting and budgeting, it’s important for finance product specialist to constantly improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the fundamental finance product specialist skills to keep sharp. airSlate Academy provides this certification course specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and liberating time for more strategic tasks.