Roles · Accounting and bookkeeping

AI accountant

Examines accounting records and prepares financial statements to assess accuracy and conformance to reporting standards.

Joon Morgan“I examine records and prepare financial statements for the business.”An example character, not a real person.
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Accountant · What it does

Three tasks it takes off your hands

  1. Prepare accounting records and financial statements to assess accuracy and conformance.
  2. Process invoices for payment.
  3. Compute taxes owed and prepare tax returns.
Where these come from

The tasks of “Accountants and Auditors” (O*NET 13-2011.00), as O*NET lists them:

  • Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Process invoices for payment.
  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.

Accountant · Tools and industries

It works in the tools you already use

  • Intuit QuickBooks
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • SAP software

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits