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O*NET detailed work activity

Disburse funds from clients accounts to creditors

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Part of Execute financial transactions, under the O*NET work activity group Performing Administrative Activities. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 2 AI-assist, 1 stays human).

Tasks built on this activity

• Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.AI-assist Personal Financial Advisors
• Disburse funds from client accounts to creditors.AI-assist Credit Counselors

Tasks where it is part of the work

• Authorize payment of invoices or return of merchandise.Stays human Wholesale and Retail Buyers, Except Farm Products