Self-paced

Optimize regular tasks with the airSlate Academy professional certification for regional finance automation

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213 students
Equip yourself with skills that will transform your workflows. Take our professional certification for regional finance automation and learn how to reduce errors and enhance productivity in your daily work.
Optimize regular tasks with the airSlate Academy professional certification for regional finance automation

About this course

This professional certification is a detailed overlook of document workflow automation particulars for finance professionals. It empowers you to master the art of streamlining regular document-heavy financial processes to achieve impressive results with minimal human involvement. You will get useful recommendations on how to set up the required bots to put repeating tasks on autopilot and enhance the accuracy and effectivenes of your work.

By completing our professional certification dedicated to regional finance automation, you’ll be able to create automated day-to-day processes that keep your financial records precise and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, minimize errors, and adapt to the ever-changing landscape of the sector. Finally, 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 expert task compeltion
  • A quick knowledge check and practical tasks for better expertise consolidation
  • A digital certificate upon successful completion of the professional certification for regional finance automation

What will you learn?

  • The concept of regional finance automation and its advantageous effect on a company’s finances
  • What paperwork-based operations require automation to guarantee the precision of financial transactions
  • Ways for online finance manager to address the difficulties of document-based processes by automating them
  • How to put a regular online finance manager workflow on autopilot utilizing no-code bots

Who is this course for?

  • Finance experts and everyone operating in the financial sector
  • Employees managing document-heavy operations they want to enhance
  • Anyone looking for ways to acquire useful skills in workflow automation for career development

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 finance experts is to handle cash flow situations and tasks related to the financial health of a company. They handle financial transactions, create budgets, evaluate records, and create reports. Their work is important to helping businesses comprehend their economic situation so they can make informed strategic decisions.

Besides ongoing training in accounting and budgeting, it’s paramount for finance specialists to constantly improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is also an important skill to keep sharp. airSlate Academy provides this professional certification specifically developed to teach you the ins and outs of regional finance automation, how to put your routine processes on autopilot, and and thus increasing efficiency, minimizing errors, and freeing up time for more strategic tasks.

Usually, our professional certification for regional finance automation takes about 3 hours. However, you may need additional time to gain the required 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, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating routine financial processes.

In line with airSlate’s commitment to accessible education, all our programs, including the current one, are available at no cost. We aim to equip professionals with the expertise and skills in document workflow automation they need to master 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 particulars of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate documents, auto-fill them with CRM record information, build automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal participation from your side.

Workflow automation can significantly benefit finance specialists 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 reduces the risk of human error, leading to more accurate and reliable financial data. In addition, automation allows finance professionals to focus on higher-level tasks such as financial analysis and strategic planning.