Roles · Accounting and bookkeeping

AI accounting associate

Records financial data and checks accuracy of figures, postings, and documents for business use.

Layla Waititi“I check figures and perform financial calculations for records.”An example character, not a real person.
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Accounting associate · What it does

Three tasks it takes off your hands

  1. Check figures, postings, and documents for correct entry and accuracy.
  2. Comply with federal, state, and company policies and regulations.
  3. Perform financial calculations such as amounts due and balances.
Where these come from

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

  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Accounting associate · 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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