# Bookkeeping, Accounting, and Auditing Clerks

> Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
- **Entity Type:** role
- **Schema Version:** role.v1
- **Soc Code:** 43-3031.00
- **Summary:** Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

## Aliases

- Account Clerk
- Accounting Assistant
- Accounting Clerk
- Accounts Payables Clerk
- Accounting Associate
- Accounting Specialist
- Accounting Technician
- Accounts Payable Clerk
- Accounts Payable Specialist
- Accounts Receivable Clerk
- Account Administrator
- Account Information Clerk

## Tasks

| Text | Type | Iwa |
| --- | --- | --- |
| Operate computers programmed with accounting software to record, store, and analyze information. | Core | 4.A.3.b.1.e |
| Prepare and process payroll information. | Supplemental | 4.A.4.c.1.c |
| Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. | Core | 4.A.2.a.2.a |
| Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks. | Supplemental | 4.A.2.a.2.a |
| Comply with federal, state, and company policies, procedures, and regulations. | Core | 4.A.1.a.2.k |
| Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. | Core | 4.A.3.a.3.a |
| Receive, record, and bank cash, checks, and vouchers. | Core | 4.A.4.c.3.d |
| Calculate and prepare checks for utilities, taxes, and other payments. | Supplemental | 4.A.1.b.3.c |
| Monitor status of loans and accounts to ensure that payments are up to date. | Supplemental | 4.A.1.a.2.c |
| Reconcile records of bank transactions. | Supplemental | 4.A.2.a.2.d |
| Compile budget data and documents, based on estimated revenues and expenses and previous budgets. | Supplemental | 4.A.2.a.2.c |
| Code documents according to company procedures. | Core | 4.A.3.b.1.f |

## Emerging Tasks


## Activities

| Name | Iwa |
| --- | --- |
| Execute sales or other financial transactions. | 4.A.4.c.1.c |
| Verify accuracy of financial or transactional data. | 4.A.2.a.2.a |
| Operate computers or computerized equipment. | 4.A.3.b.1.e |
| Monitor organizational compliance with regulations. | 4.A.1.a.2.k |
| Calculate financial data. | 4.A.1.b.3.c |
| Maintain financial or account records. | 4.A.3.b.6.j |
| Compile data or documentation. | 4.A.2.a.2.c |
| Code data or other information. | 4.A.3.b.1.f |
| Search files, databases or reference materials to obtain needed information. | 4.A.1.a.1.d |
| Operate office equipment. | 4.A.3.a.3.a |
| Reconcile records of sales or other financial transactions. | 4.A.2.a.2.d |
| Answer telephones to direct calls or provide information. | 4.A.4.a.3.c |
| File documents or records. | 4.A.4.c.1.a |
| Prepare cash for deposit or disbursement. | 4.A.2.a.2.d |
| Collect deposits, payments or fees. | 4.A.4.c.3.d |
| Monitor financial information. | 4.A.1.a.2.c |
| Convert data among multiple digital or analog formats. | 4.A.3.b.1.f |
| Calculate costs of goods or services. | 4.A.2.b.1.a |
| Prepare documentation for contracts, transactions, or regulatory compliance. | 4.A.3.b.6.m |
| Maintain inventory records. | 4.A.3.b.6.h |

## Capabilities

| Name | Family | Value |
| --- | --- | --- |
| Customer and Personal Service | knowledge | 4.18 |
| Oral Comprehension | ability | 4 |
| Administrative | knowledge | 3.89 |
| Written Comprehension | ability | 3.88 |
| Mathematical Reasoning | ability | 3.88 |
| Near Vision | ability | 3.88 |
| Mathematics | knowledge | 3.82 |
| Written Expression | ability | 3.62 |
| Oral Expression | ability | 3.5 |
| Problem Sensitivity | ability | 3.5 |
| Number Facility | ability | 3.5 |
| Mathematics | essential_skill | 3.38 |
| English Language | knowledge | 3.36 |
| Economics and Accounting | knowledge | 3.35 |
| Reading Comprehension | essential_skill | 3.25 |
| Active Listening | essential_skill | 3.25 |
| Critical Thinking | essential_skill | 3.25 |
| Computers and Electronics | knowledge | 3.17 |
| Writing | essential_skill | 3.12 |
| Speaking | essential_skill | 3.12 |
| Inductive Reasoning | ability | 3.12 |
| Information Ordering | ability | 3.12 |
| Category Flexibility | ability | 3.12 |
| Speech Recognition | ability | 3.12 |
| Monitoring | essential_skill | 3 |
| Time Management | transferable_skill | 3 |
| Deductive Reasoning | ability | 3 |
| Selective Attention | ability | 3 |
| Speech Clarity | ability | 3 |
| Coordination | transferable_skill | 2.88 |
| Service Orientation | transferable_skill | 2.88 |
| Complex Problem Solving | transferable_skill | 2.88 |
| Perceptual Speed | ability | 2.88 |
| Administration and Management | knowledge | 2.87 |
| Active Learning | essential_skill | 2.75 |
| Social Perceptiveness | transferable_skill | 2.75 |
| Judgment and Decision Making | transferable_skill | 2.75 |
| Flexibility of Closure | ability | 2.75 |
| Education and Training | knowledge | 2.66 |
| Far Vision | ability | 2.62 |

## Skills

| Name | Type |
| --- | --- |
| Mathematics | Common Skill |
| Microsoft Outlook | Common Skill |
| Microsoft Excel | Common Skill |
| English Language | Common Skill |
| Reading Comprehension | Common Skill |
| Critical Thinking | Common Skill |
| Active Listening | Common Skill |
| Writing | Common Skill |
| Speech Recognition | Specialized Skill |
| Information Ordering | Specialized Skill |
| Inductive Reasoning | Common Skill |
| Time Management | Common Skill |
| Microsoft Word | Common Skill |
| Microsoft Windows | Common Skill |
| Microsoft SharePoint | Specialized Skill |
| Microsoft Project | Specialized Skill |
| Microsoft PowerPoint | Common Skill |
| Microsoft Access | Specialized Skill |
| Google Docs | Specialized Skill |
| Deductive Reasoning | Common Skill |
| Adobe Acrobat | Specialized Skill |
| Complex Problem Solving | Common Skill |
| Social Perceptiveness | Common Skill |
| Active Learning | Common Skill |
| Finger Dexterity | Common Skill |
| Negotiation | Common Skill |
| Systems Analysis | Specialized Skill |
| Instructing | Specialized Skill |
| Telecommunications | Specialized Skill |
| Visualization | Specialized Skill |
| Tax Software | Specialized Skill |
| Skype | Common Skill |
| Sage 100 ERP | Specialized Skill |
| Oracle Hyperion | Specialized Skill |
| Microsoft Publisher | Specialized Skill |
| Microsoft Internet Explorer | Common Skill |
| Microsoft Dynamics GP | Specialized Skill |
| Microsoft Dynamics | Specialized Skill |
| LexisNexis | Specialized Skill |
| Learning Strategies | Specialized Skill |

## Tools

| Example | Category | Hot | In Demand |
| --- | --- | --- | --- |
| Intuit QuickBooks | Accounting software | yes | yes |
| Microsoft Excel | Spreadsheet software | yes | yes |
| Microsoft Office software | Office suite software | yes | yes |
| Microsoft Outlook | Electronic mail software | yes | yes |
| SAP software | Enterprise resource planning ERP software | yes | yes |
| Adobe Acrobat | Document management software | yes | no |
| Epic Systems | Medical software | yes | no |
| Google Docs | Word processing software | yes | no |
| MEDITECH software | Medical software | yes | no |
| Microsoft Access | Data base user interface and query software | yes | no |
| Microsoft PowerPoint | Presentation software | yes | no |
| Microsoft Project | Project management software | yes | no |
| Microsoft SharePoint | Document management software | yes | no |
| Microsoft Windows | Operating system software | yes | no |
| Microsoft Word | Word processing software | yes | no |
| Oracle Database | Data base user interface and query software | yes | no |
| Oracle PeopleSoft | Enterprise resource planning ERP software | yes | no |
| SAP Concur | Accounting software | yes | no |
| Yardi software | Data base user interface and query software | yes | no |
| Accounts payable software | Accounting software | no | no |
| Accounts receivable software | Accounting software | no | no |
| Accurate NXG | Accounting software | no | no |
| AcornSystems Corporate Performance Management | Enterprise resource planning ERP software | no | no |
| ACS Technologies ACS Financial Suite | Accounting software | no | no |
| Act! | Customer relationship management CRM software | no | no |
| Activant Solutions Activant Prophet 21 | Accounting software | no | no |
| AdaptaSoft CyberPay | Accounting software | no | no |
| ADP Pay eXpert | Time accounting software | no | no |
| ADP Workforce Now | Human resources software | no | no |
| Advanced Management Systems Software for Wineries | Enterprise resource planning ERP software | no | no |
| American HealthTech Financial | Accounting software | no | no |
| AMS Services AMS Sagitta | Enterprise resource planning ERP software | no | no |
| Asset management software | Accounting software | no | no |
| ATX Total Accounting Office | Accounting software | no | no |
| ATX Total Engagement Office | Accounting software | no | no |
| Auditing software | Financial analysis software | no | no |
| AuditWare financial reporting and auditing software | Financial analysis software | no | no |
| Automation Counselors municiPAL | Accounting software | no | no |
| Best MIP Fund Accounting | Accounting software | no | no |
| Blackbaud The Financial Edge | Accounting software | no | no |

## Work Context

| Name | Value |
| --- | --- |
| E-Mail | 4.92 |
| Indoors, Environmentally Controlled | 4.81 |
| Telephone Conversations | 4.79 |
| Importance of Being Exact or Accurate | 4.68 |
| Importance of Repeating Same Tasks | 4.65 |
| Face-to-Face Discussions with Individuals and Within Teams | 4.55 |
| Contact With Others | 4.48 |
| Spend Time Sitting | 4.46 |
| Spend Time Making Repetitive Motions | 4.14 |
| Work With or Contribute to a Work Group or Team | 3.92 |
| Frequency of Decision Making | 3.92 |
| Time Pressure | 3.87 |
| Determine Tasks, Priorities and Goals | 3.8 |
| Written Letters and Memos | 3.79 |
| Freedom to Make Decisions | 3.75 |
| Impact of Decisions on Co-workers or Company Results | 3.68 |
| Deal With External Customers or the Public in General | 3.61 |
| Coordinate or Lead Others in Accomplishing Work Activities | 3.38 |
| Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable | 3.21 |
| Conflict Situations | 2.99 |
| Work Outcomes and Results of Other Workers | 2.97 |
| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | 2.96 |
| Physical Proximity | 2.77 |
| Level of Competition | 2.76 |
| Dealing With Unpleasant, Angry, or Discourteous People | 2.68 |
| Consequence of Error | 2.44 |
| Degree of Automation | 2.36 |
| Spend Time Standing | 2.07 |
| Health and Safety of Other Workers | 2.05 |
| Spend Time Walking or Running | 1.98 |
| Public Speaking | 1.89 |
| Exposed to Very Hot or Cold Temperatures | 1.54 |
| In an Enclosed Vehicle or Operate Enclosed Equipment | 1.53 |
| Spend Time Bending or Twisting Your Body | 1.51 |
| Exposed to Contaminants | 1.5 |
| Exposed to Cramped Work Space, Awkward Positions | 1.45 |
| Exposed to Extremely Bright or Inadequate Lighting Conditions | 1.44 |
| Outdoors, Exposed to All Weather Conditions | 1.4 |
| Indoors, Not Environmentally Controlled | 1.34 |
| Pace Determined by Speed of Equipment | 1.28 |

## Preparation

- **Job Zone:** 3
- **Job Zone Name:** Job Zone Three: Medium Preparation Needed
- **Education:** Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
- **Experience:** Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
- **Svp Range:** (6.0 to < 7.0)

### Education Distribution

| Label | Percentage |
| --- | --- |
| High School Diploma | 40.89 |
| Post-Secondary Certificate | 20.79 |
| Bachelor's Degree | 12.19 |
| Associate's Degree (or other 2-year degree) | 8.54 |
| Master's Degree | 6.52 |
| Less than a High School Diploma | 6.35 |
| Some College Courses | 4.72 |

## Person Fit

| Name | Family | Value |
| --- | --- | --- |
| Conventional | career_interest_type | 7 |
| Accounting | specific_interest_area | 7 |
| Office Work | specific_interest_area | 6.44 |
| Finance | specific_interest_area | 4.25 |
| Dependability | work_style | 4 |
| Attention to Detail | work_style | 3 |
| Enterprising | career_interest_type | 2.87 |
| Information Technology | specific_interest_area | 2.66 |
| Mathematics/Statistics | specific_interest_area | 2.51 |
| Cautiousness | work_style | 2.28 |
| Integrity | work_style | 2.28 |
| Investigative | career_interest_type | 2.18 |
| Management/Administration | specific_interest_area | 2.16 |
| Human Resources | specific_interest_area | 1.64 |
| Realistic | career_interest_type | 1.63 |
| Social | career_interest_type | 1.49 |

## Related Roles

| Soc Code | Slug | Title | Tier |
| --- | --- | --- | --- |
| 43-3021.00 | role-43-3021-00 | Billing and Posting Clerks | Primary-Short |
| 43-3051.00 | role-43-3051-00 | Payroll and Timekeeping Clerks | Primary-Short |
| 43-4011.00 | role-43-4011-00 | Brokerage Clerks | Primary-Short |
| 43-4041.00 | role-43-4041-00 | Credit Authorizers, Checkers, and Clerks | Primary-Short |
| 43-9061.00 | role-43-9061-00 | Office Clerks, General | Primary-Short |
| 43-3071.00 | role-43-3071-00 | Tellers | Primary-Long |
| 43-4071.00 | role-43-4071-00 | File Clerks | Primary-Long |
| 43-4131.00 | role-43-4131-00 | Loan Interviewers and Clerks | Primary-Long |
| 43-9041.00 | role-43-9041-00 | Insurance Claims and Policy Processing Clerks | Primary-Long |
| 43-4141.00 | role-43-4141-00 | New Accounts Clerks | Primary-Long |
| 13-2011.00 | role-13-2011-00 | Accountants and Auditors | Supplemental |
| 11-3031.00 | role-11-3031-00 | Financial Managers | Supplemental |

## Career Clusters

| Cluster | Slug |
| --- | --- |
| Financial Services | financial-services |

## Education Level

- **Category:** Some college, no degree

## Study Programs

| Title | Slug |
| --- | --- |
| Business, Management, Marketing, and Related Support Services | business-management-marketing-and-related-support-services |

## Market

- **Median Wage:** 49210
- **Mean Wage:** 52020
- **Pct10Wage:** 34600
- **Pct25Wage:** 41390
- **Pct75Wage:** 60220
- **Pct90Wage:** 72660
- **Employment:** 1455770
- **Area Title:** U.S.

## Industries


### Top

| Naics | Slug | Title | Level | Employment | Median Wage | Lq |
| --- | --- | --- | --- | --- | --- | --- |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 211760 | 50180 | 2.08 |
| 23 | 23 | Construction | Sector | 129360 | 51670 | 1.69 |
| 42 | 42 | Wholesale Trade | Sector | 116260 | 48810 | 2.04 |
| 44-45 | 44-45 | Retail Trade | Sector | 114210 | 45030 | 0.78 |
| 62 | 62 | Health Care and Social Assistance | Sector | 104870 | 48810 | 0.48 |
| 31-33 | 31-33 | Manufacturing | Sector | 96350 | 50590 | 0.8 |
| 56 | 56 | Administrative and Support and Waste Management and Remediation Services | Sector | 94010 | 48560 | 1.1 |
| 52 | 52 | Finance and Insurance | Sector | 85770 | 49570 | 1.46 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 78670 | 49600 | 2.97 |
| 61 | 61 | Educational Services | Sector | 68720 | 49940 | 0.53 |
| 81 | 81 | Other Services (except Public Administration) | Sector | 62890 | 48010 | 1.5 |
| 53 | 53 | Real Estate and Rental and Leasing | Sector | 61750 | 50720 | 2.76 |

### Concentrated

| Naics | Slug | Title | Level | Employment | Lq |
| --- | --- | --- | --- | --- | --- |
| 813930 | 813930 | Labor Unions and Similar Labor Organizations | National industry | 6200 | 6.2 |
| 221118 | 221118 | Other Electric Power Generation | National industry | 140 | 4.25 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 78670 | 2.97 |
| 53 | 53 | Real Estate and Rental and Leasing | Sector | 61750 | 2.76 |
| 423820 | 423820 | Farm and Garden Machinery and Equipment Merchant Wholesalers | National industry | 2660 | 2.47 |
| 513110 | 513110 | Newspaper Publishers | National industry | 1790 | 2.09 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 211760 | 2.08 |
| 339910 | 339910 | Jewelry and Silverware Manufacturing | National industry | 390 | 2.07 |
- **Count:** 66

## Ai Signals

| Source | Label | Score | Scale | Release |
| --- | --- | --- | --- | --- |
| frey_osborne | Computerization probability | 0.98 | 0-1 probability | 2013-baseline-2016-employment-snapshot |
| felten_aioe | AI occupational exposure | 1.039749 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_image_generation_aioe | Image generation occupational exposure | 0.7600526 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_language_modeling_aioe | Language modeling occupational exposure | 0.8181121 | relative exposure score | 2021-plus-generative-ai-workbooks |

## Ai Outlook


### Index

- **Value:** 83
- **Percentile:** 88
- **Band:** High
- **Version:** ai-exposure-index-v1

#### Components

| Percentile | Source |
| --- | --- |
| 77 | felten_aioe |
| 95 | openai_gpts_are_gpts |
| 78 | microsoft_working_with_ai |
- **Component Count:** 3

### Exposure

| Source | Label | Value | Percentile | Band | Note |
| --- | --- | --- | --- | --- | --- |
| felten_aioe | Overall AI exposure (Felten et al.) | 1.039749 | 77 | High | How much this job's abilities overlap with what AI systems can do, across many AI capabilities. A relative research score, not a forecast of job loss. |
| eloundou_gamma | LLM task exposure, γ (OpenAI / Eloundou) | 1 | 95 | High | Share of this job's tasks where a large language model plus simple tools could cut the time to do them by at least half. γ is capped at 1.0 and many jobs reach that ceiling, so treat a top score as 'in the top group', not a precise rank. |
| microsoft_applicability | AI assistant applicability (Microsoft) | 0.24411733015577086 | 78 | High | How applicable today's AI assistants are to this job's activities, measured from real Microsoft Copilot conversations. Applicability is not the same as replacement. |

### Frey Historical

- **Source:** frey
- **Label:** Computerization probability (Frey & Osborne, 2013)
- **Value:** 0.98
- **Percentile:** 97
- **Band:** High
- **Note:** A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
- **Teleworkable:** yes

### Eloundou

- **Alpha:** 0.6046511627906976
- **Beta:** 0.8023255813953488
- **Gamma:** 1

### Usage Tasks

| Task | Usage Percent | Importance |
| --- | --- | --- |
| Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. | 0.0249579925146564 | 4.32 |
| Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. | 0.022184882235250135 | 4.17 |
| Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists. | 0.016535953888311444 | 4.14 |
| Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. | 0.014379090337662123 | 3.97 |
| Operate computers programmed with accounting software to record, store, and analyze information. | 0.006367882863821797 | 4.76 |
| Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software. | 0.006265175075695639 | 4.15 |
- **Usage Release:** 2026-01-15-v4-plus-2025-03-27-v2

### Bls

- **Growth Percent:** -5.8
- **Growth Percentile:** 11
- **Direction:** Declining
- **Annual Openings Thousands:** 170
- **Annual Openings Percentile:** 98
- **Employment2024Thousands:** 1613.4
- **Employment2034Thousands:** 1519.1

### Sources

| Source | Version |
| --- | --- |
| bls_employment_projections | 2024-2034 |
| dingel_neiman | dingel-neiman-workathome |
| felten_aioe | felten-raj-seamans-aioe |
| frey_osborne | frey-osborne-automation |
| microsoft_working_with_ai | working-with-ai |
| openai_gpts_are_gpts | gpts-are-gpts |

## Ai Playbook

- **Trusted Task Count:** 7
- **Task Count:** 12
- **Total Sample:** 1360
- **Autonomy Median:** 3
- **Dominant Collaboration:** directive
- **Automation Share:** 49.57
- **Augmentation Share:** 39.3
- **Work Use Percent:** 40.25

### Collaboration

| Label | Percent |
| --- | --- |
| directive | 46.57 |
| task iteration | 26.12 |
| learning | 9.31 |
| validation | 3.87 |
| feedback loop | 3 |

### Use Case

| Label | Percent |
| --- | --- |
| work | 40.25 |
| coursework | 37.25 |
| personal | 16.73 |

### Delegated Tasks

| Task | Usage Percent | Collaboration | Autonomy Median | Sample Count |
| --- | --- | --- | --- | --- |
| Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. | 0.04180522565320665 | directive | 3 | 418 |
| Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. | 0.0343042880360045 | directive | 2 | 343 |
| Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. | 0.024203025378172274 | directive | 3 | 242 |
| Compile budget data and documents, based on estimated revenues and expenses and previous budgets. | 0.01350168771096387 | task iteration | 3 | 135 |
| Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. | 0.005000625078134767 | directive | 3 | 50 |
| Operate computers programmed with accounting software to record, store, and analyze information. | 0.004800600075009376 | directive | 3 | 48 |
| Compute deductions for income and social security taxes. | 0.0031003875484435553 |  | 3 | 31 |

### Boundary Tasks

| Task | Human Needed Percent | Sample Count |
| --- | --- | --- |
| Compute deductions for income and social security taxes. | 100 | 31 |
| Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. | 98.54227405247813 | 343 |
| Compile budget data and documents, based on estimated revenues and expenses and previous budgets. | 93.33333333333333 | 135 |
| Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. | 92.97520661157024 | 242 |
| Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. | 90.43062200956938 | 418 |
| Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. | 88 | 50 |

### Seed Prompts

| Prompt | Collaboration |
| --- | --- |
| Do this for me: classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers. Give me a finished draft I can review and adjust. | directive |
| Do this for me: perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal. Give me a finished draft I can review and adjust. | directive |
| Do this for me: compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. Give me a finished draft I can review and adjust. | directive |
| Let's work through this together, step by step: compile budget data and documents, based on estimated revenues and expenses and previous budgets. I'll give feedback as we go. | task iteration |
| Do this for me: calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures. Give me a finished draft I can review and adjust. | directive |
- **Release:** 2026-01-15-v4-plus-2025-03-27-v2

## Counts

- **Tasks:** 28
- **Skills:** 61
- **Capabilities:** 120
- **Tools:** 118
- **Related Roles:** 20

## Source

- **Dataset:** gold.onet_role_starter_surface
- **Version:** 30.3
- **Generated At:** 2026-06-02T21:00:32.945303+00:00
- **Content Hash:** 1db7dd8b0264120c