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Self-paced
Learn new finance admin skills in workflow automation with the airSlate Academy certification
213 students
Stay ahead of the curve by learning how to automate and streamline your financial processes. Learn new finance admin skills with certification in workflow automation to optimize regular operations.
About this course
This certification is a detailed overlook of document workflow automation particulars for finance admin. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve outstanding results with minimal human participation. You will get useful recommendations on how to configure the necessary bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By finishing this certification, you’ll be able to build automated everyday processes that keep your financial information accurate and instantly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, reduce errors, and adjust to the ever-changing landscape of the industry. Finally, you’ll get a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules explaining the role of workflow automation for finance admin task completion
- A quick knowledge check and practical tasks to consolidate your newly acquired new finance admin skills
- A digital certificate upon successful completion of the certification for finance admin
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 precision of financial transactions
- Ways for finance admin to address the challenges of document-based processes by automating them
- Ways to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone employed in the financial sector
- Staff members handling document-heavy tasks they want to enhance
- Anyone searching for ways to get new skills in workflow automation for career development
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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 accordance with airSlate’s commitment to accessible learning, all our programs, including those for finance admin, are available free of charge. We aim to equip specialists with the expertise 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 significantly benefit finance admin and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, leading to more accurate and adequate financial data. Furthermore, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
Normally, our certification for finance admin takes about 3 hours. However, you may need additional 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 forget to practice your newly acquired knowledge right after completing your training course to solidify your expertise as a user and start automating repeating financial operations.
Apart from continuous training in accounting and budgeting, it’s necessary for finance admin to steadily improve their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is one of the new finance admin skills to keep sharp. airSlate Academy offers this certification specifically designed to teach you how to automate financial document workflows, therefore increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
The role of finance admin is to manage cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, analyze records, and create reports. Their work is crucial to helping companies comprehend their economic condition so they can make informed strategic decisions.
This certification reveals the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, pre-fill them with CRM record details, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions across various documents and systems with minimal involvement from your side.