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Upgrade your finance technical skills in workflow automation and Excel your career with airSlate Academy certification
213 students
Upgrade 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 empowers you to master the art of streamlining regular document-heavy financial processes to achieve outstanding results with minimal human engagement. You will get practical insights on how to configure the required bots to put repeating tasks on autopilot and boost the accuracy and productivity of your work.
By completing this certification, you’ll quickly Upgrade your finance technical skills and will be able to build automated everyday processes that keep your financial records accurate and promptly updated across all documents and systems. You’ll be equipped with the skills to optimize operations, minimize 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 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 certification
What will you learn?
- The concept of document workflow automation and its advantageous effect on a company’s finances
- What paperwork-based operations require automation to ensure the precision of financial transactions
- Ways to improve finance technical skills and address the problems of document-based processes by automating them
- How to put a typical finance-related workflow on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone employed in the financial sector
- Employees handling document-heavy tasks they want to enhance
- Anyone searching 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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The role of finance professionals is to handle cash flow situations and tasks related to the financial health of a business. They deal with financial transactions, create budgets, evaluate data, and prepare reports. Their work is essential to helping companies comprehend their economic status so they can make informed strategic decisions.
Workflow automation can considerably benefit finance specialists and other industry experts by automating regular and recurring tasks like invoice processing, expense approvals, and financial reporting. This not only saves time but also minimizes the risk of human error, resulting in more accurate and reliable financial information. On top of that, automation allows finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
Apart from continuous training in accounting and budgeting, it’s important for all finance professionals to steadily improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is one of the most crucial finance technical skills to keep sharp. airSlate Academy provides this certification specifically designed to teach you how to automate financial document workflows, thereby increasing effectiveness, minimizing errors, and freeing up time for more strategic tasks.
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 experts 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.
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 skip the opportunity to practice your newly acquired knowledge right after completing your training course to Upgrade your finance technical skills, solidify your expertise as a user, and start automating recurring financial processes.
This certification reveals the particulars of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, pre-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will discover ways to set up bots for smooth and accurate data transitions between various documents and systems with minimal effort from your side.