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Get valuable skills in process optimization for finance admin with airSlate Academy certification program
213 students
Get a practical understanding of Process optimization for finance admin with the airSlate Academy certification program. Learn how to optimize your daily work by putting it on autopilot to enhance productivity.
About this course
This certification program is a comprehensive overlook of Process optimization for finance admin. It enables 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 set up the required bots to put repeating tasks on autopilot and improve the accuracy and productivity of your work.
By finishing this certification program, you’ll be able to build automated day-to-day processes that keep your financial records accurate and quickly updated across all documents and systems. You’ll be equipped with the skills to improve operations, reduce errors, and adapt 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 for better skills consolidation
- An electronic certificate upon successful completion of the certification program for finance admin
What will you learn?
- The concept of document workflow automation and its valuable effect on a company’s finances
- What paperwork-based operations need automation to ensure the precision of financial transactions
- Ways for finance admin to overcome the challenges of document-based processes by automating them
- How to put a regular finance admin process on autopilot utilizing no-code bots
Who is this course for?
- finance admin and everyone working in the financial sector
- Employees dealing with document-heavy processes they want to improve
- Anyone searching for ways to gain useful 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 line with airSlate’s commitment to accessible learning, all our courses, including those for finance admin, are provided free of charge. 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 certification program, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.
This certification program reveals the ins and outs of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create forms, pre-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will learn how to set up bots for smooth and precise data transitions between different documents and systems with minimal participation from your side.
Workflow automation can considerably benefit finance admin and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, leading to more accurate and adequate financial data. Additionally, automation allows finance professionals to concentrate on higher-level tasks such as financial analysis and strategic planning.
The role of finance admin is to handle cash flow situations and tasks related to the financial health of an organization. They handle financial transactions, create budgets, analyze data, and create reports. Their work is crucial to helping companies understand their economic condition so they can make informed and impactful decisions.
Besides continuous training in accounting and budgeting, it’s important for finance admin to steadily boost their technical skills in dealing with CRM/ERP and other professional software applications. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this certification program in Process optimization for finance admin specifically created to teach you how to automate financial document workflows, and thus increasing efficiency, reducing errors, and freeing up time for more strategic tasks.
Usually, our certification program for finance admin takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our product. 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 training course to solidify your expertise as a user and start automating routine financial processes.