Roles · Accounting and bookkeeping

AI accounting assistant

Records financial data and checks accuracy of postings and documents to maintain complete accounting records.

Teuila Mansour“I record numerical data and verify financial entries.”An example character, not a real person.
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Accounting assistant · What it does

Three tasks it takes off your hands

  1. Operate computers programmed with accounting software to record, store, and analyse information.
  2. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  3. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Where these come from

The tasks of “Bookkeeping, Accounting, and Auditing Clerks” (O*NET 43-3031.00), as O*NET lists them:

  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Accounting assistant · Tools and industries

It works in the tools you already use

  • Intuit QuickBooks
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • SAP software
  • Adobe Acrobat

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

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