Get valuable skills in workflow automation for commercial finance consultant with airSlate Academy certification course

In accordance with airSlate’s commitment to accessible education, all our programs, including those for commercial finance consultant, are provided free of charge. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.

The role of commercial finance consultant is to manage cash flow situations and tasks associated with the financial health of a company. They take care of financial transactions, create budgets, analyze data, and create reports. Their work is essential to helping organizations understand their economic condition so they can make informed and impactful decisions.

Besides continuous training in accounting and budgeting, it’s important for commercial finance consultant to constantly boost their technical skills in working with CRM/ERP and other professional software solutions. Document workflow automation is also an essential skill to keep sharp. airSlate Academy offers this certification course in Workflow automation for commercial finance consultant specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

Workflow automation can significantly benefit commercial finance consultant and other industry experts by automating regular and repetitive tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more precise and trustworthy financial information. Furthermore, automation enables finance specialists to concentrate on higher-level tasks like financial analysis and strategic planning.

Normally, our certification course for commercial finance consultant takes about 3 hours. However, you may need more time to gain the necessary automation skills if it’s your first time with our product. Take things slow and register 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 repeating financial processes.

This certification course goes through the particulars of document workflow automation and provides practical insights on how to implement it in financial processes. You learn to create documents, pre-populate them with CRM record data, build automated invoicing workflows, and more. You will also discover ways to set up bots for smooth and accurate data transitions between various documents and systems with minimal participation from your side.