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Master your finance technical skills in workflow automation and Excel your career with airSlate Academy certification
213 students
Master your finance technical 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 detailed overlook of document workflow automation particulars for finance specialists. It enables 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 configure the essential bots to put repeating tasks on autopilot and improve the accuracy and effectivenes of your work.
By completing this certification, you’ll quickly Master your finance technical skills and will be able to set up automated everyday processes that keep your financial data precise and instantly 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 industry. Finally, you’ll receive a digital certificate, affirming your newfound proficiency in finance workflow automation.
What’s included:
- Modules describing the role of workflow automation for finance professional task completion
- A quick 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 valuable influence on a company’s finances
- What paperwork-based processes require automation to guarantee the precision of financial transactions
- Ways to improve finance technical skills and overcome the challenges of document-based processes by automating them
- How to put a typical financial process on autopilot using no-code bots
Who is this course for?
- Finance experts and everyone operating in the financial sector
- Staff members working with document-heavy tasks they want to streamline
- Anyone looking for ways to obtain 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 necessary for all finance professionals to constantly boost their technical skills in working with CRM/ERP and other professional software applications. Document workflow automation is one of the most crucial finance technical skills to keep sharp. airSlate Academy offers this certification specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Workflow automation can drastically benefit finance specialists 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 minimizes the risk of human error, resulting in more accurate and trustworthy financial data. On top of that, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
This certification describes the particulars of document workflow automation and provides practical insights on how to implement it in financial operations. You learn to generate forms, auto-fill them with CRM record information, build automated invoicing workflows, and more. Furthermore, you will learn how to set up bots for smooth and accurate data transitions across different documents and systems with minimal involvement from your side.
In accordance with airSlate’s commitment to accessible education, all our programs, including those for improving finance technical skills, are available cost-free. We aim to equip professionals with the knowledge and skills in document workflow automation they need to master 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 in the shortest time.
Normally, our certification takes about 3 hours. However, you may need more time to master the necessary automation expertise if it’s your first time with our solution. Take things slow and enroll in 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 to Master your finance technical skills, solidify your expertise as a user, and start automating routine financial operations.
The role of finance professionals is to manage cash flow situations and tasks related to the financial health of a business. They handle financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping organizations comprehend their economic status so they can make informed and impactful decisions.