Self-paced

Master your finance administrator skills in workflow automation and Excel your career with airSlate Academy professional certification

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213 students
Master your finance administrator skills with our comprehensive professional certification in workflow automation. Eliminate routine and simplify complex tasks to focus more on strategic financial decisions.
Master your finance administrator skills in workflow automation and Excel your career with airSlate Academy professional certification

About this course

This professional certification is a detailed overlook of document workflow automation specifics for finance specialists. It empowers you to master the art of streamlining typical document-heavy financial processes to achieve remarkable results with minimal human engagement. You will get useful recommendations on how to configure the required bots to put repeating tasks on autopilot and increase the accuracy and effectivenes of your work.

By finishing this professional certification, you’ll quickly Master your finance administrator skills and will be able to set up automated daily processes that keep your financial data precise and quickly updated across all documents and systems. You’ll be equipped with the knowledge to enhance operations, reduce errors, and adjust to the ever-changing landscape of the sector. Lastly, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.

What’s included:

  • Units highlighting the role of workflow automation for finance professional task completion
  • A quick knowledge check and practical tasks to consolidate your newly acquired skills
  • An electronic certificate upon successful completion of our comprehensive professional certification

What will you learn?

  • The concept of document workflow automation and its advantageous impact on a company’s finances
  • What paperwork-based operations require automation to ensure the accuracy of financial transactions
  • Ways to improve finance administrator skills and resolve the problems of document-based operations by automating them
  • Ways to put a typical finance-related process on autopilot using no-code bots

Who is this course for?

  • Finance experts and everyone employed in the financial industry
  • Staff members working with document-heavy tasks they want to improve
  • Anyone searching for ways to get valuable 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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Workflow automation can considerably benefit finance professionals and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, resulting in more accurate and trustworthy financial data. On top of that, automation allows finance specialists to focus on higher-level tasks such as financial analysis and strategic planning.

Besides continuous training in accounting and budgeting, it’s necessary for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software solutions. Document workflow automation is one of the most crucial finance administrator skills to keep sharp. airSlate Academy provides this professional certification specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and liberating time for more strategic tasks.

The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a business. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is important to helping businesses comprehend their economic condition so they can make informed strategic decisions.

In accordance with airSlate’s commitment to accessible learning, all our programs, including those for improving finance administrator skills, are offered cost-free. 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 professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

This professional certification goes through the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to create documents, auto-populate them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will discover ways to configure bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.

Generally, our professional certification takes about 3 hours. However, you may need extra time to gain the necessary automation skills if it’s your first time with our solution. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your course to Master your finance administrator skills, solidify your expertise as a user, and start automating routine financial operations.