Self-paced

Learn must-have commercial finance manager skills in workflow automation with the airSlate Academy certification program

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Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn must-have commercial finance manager skills with certification program in workflow automation to optimize regular operations.
Learn must-have commercial finance manager skills in workflow automation with the airSlate Academy certification program

About this course

This certification program is a comprehensive overlook of document workflow automation particulars for commercial finance manager. It enables you to master the art of streamlining typical document-heavy financial processes to achieve impressive results with minimal human engagement. You will get useful recommendations on how to configure the essential bots to put routine tasks on autopilot and boost the accuracy and efficiency of your work.

By completing this certification program, you’ll be able to set up automated daily processes that keep your financial data accurate and promptly 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. Lastly, you’ll receive a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Modules highlighting the role of workflow automation for commercial finance manager task completion
  • A quick knowledge check and practical tasks to consolidate your newly acquired must-have commercial finance manager skills
  • A digital certificate upon successful completion of the certification program for commercial finance manager

What will you learn?

  • The concept of document workflow automation and its valuable influence on a company’s finances
  • What document-based operations require automation to ensure the precision of financial transactions
  • Ways for commercial finance manager to overcome the challenges of document-based operations by automating them
  • How to put a regular commercial finance manager workflow on autopilot utilizing no-code bots

Who is this course for?

  • commercial finance manager and everyone working in the financial sector
  • Staff members dealing with document-heavy operations they want to enhance
  • Anyone looking for ways to get must-have skills in workflow automation for career growth

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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The role of commercial finance manager is to handle cash flow situations and tasks related to the financial health of an organization. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping organizations understand their economic condition so they can make informed strategic decisions.

Apart from ongoing training in accounting and budgeting, it’s important for commercial finance manager to steadily boost their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the must-have commercial finance manager skills to keep sharp. airSlate Academy offers this certification program specifically designed to teach you how to automate financial document workflows, and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.

Generally, our certification program for commercial finance manager takes about 3 hours. However, you may need more time to master 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 training course to solidify your expertise as a user and start automating recurring financial processes.

In line with airSlate’s commitment to accessible education, all our courses, including those for commercial finance manager, are offered cost-free. We aim to equip specialists 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.

Workflow automation can significantly benefit commercial finance manager and other industry experts by automating routine and recurring tasks including 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 reliable financial information. Moreover, automation allows finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.

This certification program 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 generate forms, pre-fill them with CRM record details, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and accurate data transitions between different documents and systems with minimal participation from your side.