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

This certification course goes through the particulars of document workflow automation and provides practical insights on how to put it into practice in financial operations. You learn to generate documents, auto-populate them with CRM record data, build automated invoicing workflows, and more. Furthermore, you will learn how to configure bots for smooth and precise data transitions between various documents and systems with minimal effort from your side.

Workflow automation can considerably benefit finance admin 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 reduces the risk of human error, leading to more precise and trustworthy financial data. On top of that, automation enables finance professionals to concentrate on higher-level tasks like financial analysis and strategic planning.

In accordance with airSlate’s commitment to accessible education, all our programs, including those for finance admin, are available at no cost. 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 course, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge faster.

Apart from continuous training in accounting and budgeting, it’s paramount for finance admin to steadily improve their technical skills in working with CRM/ERP and other professional software programs. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this certification course in Workflow automation for finance admin specifically designed to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and freeing up time for more strategic tasks.

The role of finance admin is to handle cash flow situations and tasks associated with the financial health of a business. They handle financial transactions, create budgets, evaluate records, and prepare reports. Their work is important to helping companies comprehend their economic condition so they can make informed strategic decisions.

Generally, our certification course for finance admin takes about 3 hours. However, you may need additional time to master the required automation skills if it’s your first time with our solution. 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 program to solidify your expertise as a user and start automating recurring financial processes.