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How a bookkeeping / accounting / auditing clerk can use AI, task by task

O*NET 43-3031.00: Bookkeeping, Accounting, and Auditing ClerksMedian pay $50,670/year (BLS, May 2025)28 tasksJob Zone 3: Medium preparation

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.

Type your own title and every prompt on this page updates to match. Also called: Account Clerk, Accounting Assistant, Accounting Associate, Accounting Clerk, Accounting Specialist, Accounting Technician, Accounts Payable Clerk, Accounts Payable Specialist, Accounts Payables Clerk, Accounts Receivable Clerk.

Where AI fits in this job

AI-ready 62%AI-assist 23%Stays human 15%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 20 AI-ready, 5 AI-assist and 3 human-led tasks out of 28. This measures where AI can help, not whether the job will disappear.

Information & paperwork
Thinking & planning
People & communication
Leading & teaching
Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

  1. Operate computers programmed with accounting software to record, store, and analyze information.Handle the admin · Several times a day
  2. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.Review & check · Several times a day
  3. Perform general office duties, such as filing, answering telephones, and handling routine correspondence.Answer questions · Several times a day

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

  1. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.Hands-on work · Several times a day
  2. Receive, record, and bank cash, checks, and vouchers.Hands-on work · Daily
  3. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.Hands-on work · Daily

Skills to build & where you could move ↓

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 20

AI produces a usable first pass. You review it, fix it and own it.

Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

Several times a day

AI is a tireless first-pass checker.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 51% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

Context: We use Adobe Acrobat and Microsoft SharePoint; the work draws on economics and accounting, administrative and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Billing and payment verification

Step 1Pick a real example: the next time you check figures, postings and documents.
Step 2Fill in [Transactions] and [Rules] with the real details, then run the prompt.
Step 3Do your usual review too, and note what AI caught and what it missed.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Importance 4.7/5 · core task · O*NET work activity: Verify accuracy of financial or transactional data..

Code documents according to company procedures.

Daily

AI handles forms, records and routine paperwork for you to verify.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 90% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to code documents according to company procedures.

Context: We use MEDITECH software and Epic Systems.
Data: [patient, survey]
System: [ICD, codebook]

Make a coding reference for common cases. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Coding guide

Step 1Pick a real example: the next time you code documents (today).
Step 2Fill in [Data] and [System] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.3/5 · core task · O*NET work activity: Code data or other information..

Reconcile or note and report discrepancies found in records.

Weekly

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to reconcile or note and report discrepancies found in records.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Records: [paste sales, cash counts, expenses]
Expected: [totals, system reports]

Reconcile and list differences with likely causes. Give formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Reconcile transactions

Step 1Pick a real example: the next time you reconcile or note and report discrepancies found (this week).
Step 2Fill in [Records] and [Expected] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.3/5 · core task · O*NET work activity: Reconcile records of sales or other financial transactions..

Access computerized financial information to answer general questions as well as those related to specific accounts.

Daily

AI maps out the topic and options; confirm with real sources.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 75% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to access computerized financial information to answer general questions as well as those related to specific accounts.

Context: We use LexisNexis and Microsoft Access; the work draws on economics and accounting, administrative and mathematics.
What I need: [the specific information]
Where I can search: [files, databases, references]

Give me a search plan with terms and sources in order of likely success, and how to confirm the result. Flag where information may be outdated.

10-minute exercise: Search references for an answer

Step 1Pick something you need to look up this week. Leave out names and identifying details.
Step 2Fill in [What I need] and [Where I can search].
Step 3Run the plan and check the result against a second source.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Search files, databases or reference materials to obtain needed information..

Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Daily

AI handles forms, records and routine paperwork for you to verify.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 59% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.

Context: We use MEDITECH software and Epic Systems.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Account bookkeeping

Step 1Pick a real example: the next time you debit credit, and total accounts on computer (today). Leave out names and identifying details.
Step 2Fill in [Transactions] and [Accounts] with the real details, then run the prompt.
Step 3Reconcile with the bank statement before closing the month. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Maintain financial or account records.. Also involves: Calculate financial data..

Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Daily

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 50% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial calculations

Step 1Pick a real example: the next time you perform financial calculations (today).
Step 2Fill in [Calculation] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · core task · O*NET work activity: Calculate financial data..

Match order forms with invoices, and record the necessary information.

Daily

AI is a tireless first-pass checker.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to match order forms with invoices, and record the necessary information.

Context: We use Adobe Acrobat and Microsoft SharePoint; the work draws on economics and accounting, administrative and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Billing and payment verification

Step 1Pick a real example: the next time you match order forms (today).
Step 2Fill in [Transactions] and [Rules] with the real details, then run the prompt.
Step 3Do your usual review too, and note what AI caught and what it missed. Recompute every total yourself.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.1/5 · core task · O*NET work activity: Verify accuracy of financial or transactional data..

Compare computer printouts to manually maintained journals to determine if they match.

Daily

AI is a tireless first-pass checker.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to compare computer printouts to manually maintained journals to determine if they match.

Context: We use Adobe Acrobat and Microsoft SharePoint; the work draws on economics and accounting, administrative and mathematics.
Transactions: [paste billing or check data]
Rules: [prices, signatures, required info]

Flag errors and missing information. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Billing and payment verification

Step 1Pick a real example: the next time you compare computer printouts (today).
Step 2Fill in [Transactions] and [Rules] with the real details, then run the prompt.
Step 3Do your usual review too, and note what AI caught and what it missed.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Importance 4.2/5 · O*NET work activity: Verify accuracy of financial or transactional data..

Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Daily

AI handles forms, records and routine paperwork for you to verify.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 68% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.

Context: We use MEDITECH software and Epic Systems.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Account bookkeeping

Step 1Pick a real example: the next time you classify, record, and summarize numerical and financial data (today).
Step 2Fill in [Transactions] and [Accounts] with the real details, then run the prompt.
Step 3Reconcile with the bank statement before closing the month. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · core task · O*NET work activity: Maintain financial or account records..

Calculate and prepare checks for utilities, taxes, and other payments.

Daily

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to calculate and prepare checks for utilities, taxes, and other payments.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial calculations

Step 1Pick a real example: the next time you calculate and prepare checks (today).
Step 2Fill in [Calculation] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · O*NET work activity: Calculate financial data..

Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

Weekly

AI finds trends and writes the spreadsheet formulas.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 33% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Calculation: [payroll, balances, commissions]
Data: [paste]

Calculate step by step and give spreadsheet formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Financial calculations

Step 1Pick a real example: the next time you calculate, prepare, and issue bills, invoices and account statements (this week). Leave out names and identifying details.
Step 2Fill in [Calculation] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.2/5 · O*NET work activity: Calculate financial data..

Transfer details from separate journals to general ledgers or data processing sheets.

Weekly

AI handles forms, records and routine paperwork for you to verify.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 86% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to transfer details from separate journals to general ledgers or data processing sheets.

Context: We use MEDITECH software and Epic Systems.
Source and target: [formats]
Quality needs: [describe]

List conversion settings and checks. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Format conversion

Step 1Pick a real example: the next time you transfer details (this week).
Step 2Fill in [Source and target] and [Quality needs] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.2/5 · O*NET work activity: Convert data among multiple digital or analog formats..

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.

Weekly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 63% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to 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.

Context: We use MEDITECH software and Epic Systems.
Here's what I have for the statistical and financial: [rough notes, the facts, figures and decisions behind it]

Write a clear first draft that I can check and finish. Keep it [one page / short / formal], laid out so I can paste it into MEDITECH software or Epic Systems. Use headings if they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Draft the statistical and financial

Step 1Pull up the last statistical and financial you did, or jot 5 rough bullets for the next one. Leave out names and identifying details.
Step 2Paste the prompt and put those bullets in [rough notes]. Pick the length in [one page / short / formal] to match what goes into MEDITECH software or Epic Systems.
Step 3Fix every [CHECK] against your source and anything else that's wrong, then compare the time with writing the statistical and financial from scratch. Recompute every total yourself.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.0/5 · O*NET work activity: Compile data or documentation..

Reconcile records of bank transactions.

Weekly

AI finds trends and writes the spreadsheet formulas.

Show prompt & steps

Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to reconcile records of bank transactions.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Records: [paste sales, cash counts, expenses]
Expected: [totals, system reports]

Reconcile and list differences with likely causes. Give formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Reconcile transactions

Step 1Pick a real example: the next time you reconcile records of bank transactions (this week).
Step 2Fill in [Records] and [Expected] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.4/5 · O*NET work activity: Reconcile records of sales or other financial transactions..

Prepare and process payroll information.

Weekly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to prepare and process payroll information.

Context: We use MEDITECH software and Epic Systems.
Transaction: [sale, lease, purchase]
Details: [describe]

Organize steps and documents. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Transaction processing

Step 1Pick a real example: the next time you prepare and process payroll information (this week).
Step 2Fill in [Transaction] and [Details] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.7/5 · O*NET work activity: Execute sales or other financial transactions..

Prepare purchase orders and expense reports.

Weekly

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to prepare purchase orders and expense reports.

Context: We use MEDITECH software and Epic Systems.
Transaction or account: [describe]
Requirements: [forms, regulations]

List documents needed and draft the correspondence. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Compliance paperwork

Step 1Pick a real example: the next time you prepare purchase orders and expense reports (this week).
Step 2Fill in [Transaction or account] and [Requirements] with the real details, then run the prompt.
Step 3Check every fact, name and number against your source before it goes anywhere.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Importance 4.1/5 · O*NET work activity: Prepare documentation for contracts, transactions, or regulatory compliance..

Compile budget data and documents, based on estimated revenues and expenses and previous budgets.

Monthly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 48% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to compile budget data and documents, based on estimated revenues and expenses and previous budgets.

Context: We use MEDITECH software and Epic Systems.
Here's what I have for the budget data and documents and based: [rough notes, the facts, figures and decisions behind it]

Write a clear first draft that I can check and finish. Keep it [one page / short / formal], laid out so I can paste it into MEDITECH software or Epic Systems. Use headings if they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Draft the budget data and documents and based

Step 1Pull up the last budget data and documents and based you did, or jot 5 rough bullets for the next one.
Step 2Paste the prompt and put those bullets in [rough notes]. Pick the length in [one page / short / formal] to match what goes into MEDITECH software or Epic Systems.
Step 3Fix every [CHECK] against your source and anything else that's wrong, then compare the time with writing the budget data and documents and based from scratch. Recompute every total yourself.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · O*NET work activity: Compile data or documentation..

Maintain inventory records.

Monthly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 64% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to maintain inventory records.

Context: We use MEDITECH software and Epic Systems.
Inventory: [supplies, stock]
Data: [paste counts]

Draft records and reorder flags. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Inventory record

Step 1Pick a real example: the next time you maintain inventory records.
Step 2Fill in [Inventory] and [Data] with the real details, then run the prompt.
Step 3Check every fact, name and number against your source before it goes anywhere.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Importance 3.6/5 · O*NET work activity: Maintain inventory records..

Prepare trial balances of books.

Monthly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to prepare trial balances of books.

Context: We use MEDITECH software and Epic Systems.
Transactions: [paste daily cash, deposits, bills]
Accounts: [categories]

Categorize transactions, total them and flag anything that doesn't add up. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Account bookkeeping

Step 1Pick a real example: the next time you prepare trial balances of books.
Step 2Fill in [Transactions] and [Accounts] with the real details, then run the prompt.
Step 3Reconcile with the bank statement before closing the month.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.1/5 · O*NET work activity: Maintain financial or account records..

Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.

A few times a year

AI writes the first draft from your notes; you check every fact.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.

Context: We use MEDITECH software and Epic Systems.
Transaction or account: [describe]
Requirements: [forms, regulations]

List documents needed and draft the correspondence. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

10-minute exercise: Compliance paperwork

Step 1Pick a real example: the next time you complete and submit tax forms and returns, workers' compensation forms.
Step 2Fill in [Transaction or account] and [Requirements] with the real details, then run the prompt.
Step 3Check every fact, name and number against your source before it goes anywhere. Confirm the rules against the current official source.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.2/5 · O*NET work activity: Prepare documentation for contracts, transactions, or regulatory compliance..

AI can help you prep these 5

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Operate computers programmed with accounting software to record, store, and analyze information.

Several times a day

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

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

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to operate computers programmed with accounting software to record, store, and analyze information.

Context: We use MEDITECH software and Epic Systems.
Equipment: [lab robot, AV, system]
Task: [describe]

Write a step-by-step operating guide and troubleshooting tips. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Computerized equipment workflow

Step 1Pick a real example: the next time you operate computers.
Step 2Fill in [Equipment] and [Task] with the real details, then run the prompt.
Step 3Follow the guide on your next run and fix any wrong step. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.8/5 · core task · O*NET work activity: Operate computers or computerized equipment..

Perform general office duties, such as filing, answering telephones, and handling routine correspondence.

Several times a day

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to perform general office duties, such as filing, answering telephones, and handling routine correspondence.

Context: We use Blackbaud The Raiser's Edge and MEDITECH software; the work draws on economics and accounting, administrative and mathematics.
Calls I get: [patients, customers, callers and what they usually need]
Rules: [what I can and can't say, who to transfer to]

Write a greeting, short answers to the 8 most common requests, and when to transfer or escalate.

10-minute exercise: Phone answers

Step 1Pick a real example: the next time you perform general office duties.
Step 2Fill in [Calls I get] and [Rules] with the real details, then run the prompt.
Step 3Check every answer against your policies, especially anything about health or privacy.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Importance 4.2/5 · core task · O*NET work activity: Answer telephones to direct calls or provide information.. Also involves: File documents or records..

Comply with federal, state, and company policies, procedures, and regulations.

Daily

AI pre-checks against the rules; the sign-off stays with you.

Show prompt & steps

Use AI as a first-pass checker against a list of rules or standards. The final judgment and sign-off stay with you.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to comply with federal, state, and company policies, procedures, and regulations.

Context: We use Adobe Acrobat and Microsoft SharePoint; the work draws on economics and accounting, administrative and mathematics.
Area: [policy, program, department]
Regulations: [list]
Evidence: [policies, records]

Make a compliance matrix: requirement, evidence, status, action. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Regulatory compliance review

Step 1Pick a real example: the next time you comply with federal, state and company policies (today).
Step 2Fill in [Area], [Regulations] and [Evidence] with the real details, then run the prompt.
Step 3Verify two requirements against the official text.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.6/5 · core task · O*NET work activity: Monitor organizational compliance with regulations..

Monitor status of loans and accounts to ensure that payments are up to date.

Daily

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to monitor status of loans and accounts to ensure that payments are up to date.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
What I monitor: [project milestones, overdue accounts, budget lines]
Data: [paste the list]

Show what's late, by how much, and which items need action first. Give spreadsheet formulas for days overdue and totals.

10-minute exercise: Track milestones or accounts

Step 1Pick a real example: the next time you monitor status of loans and accounts (today). Leave out names and identifying details.
Step 2Fill in [What I monitor] and [Data] with the real details, then run the prompt.
Step 3Put one formula in your sheet and act on the top item. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.4/5 · O*NET work activity: Monitor financial information..

Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 42% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.

Context: We use Intuit QuickBooks and SAP Concur; the work draws on economics and accounting, administrative and mathematics.
Transaction: [purchase, rental, admission]
Prices and rules: [rates, discounts, taxes]

Calculate totals with a reusable formula sheet. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Billing calculation

Step 1Pick a real example: the next time you calculate costs of materials and overhead (this week).
Step 2Fill in [Transaction] and [Prices and rules] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.1/5 · O*NET work activity: Calculate costs of goods or services..

These stay human 3

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Face-to-face discussions: every day · Contact with others: contact with others most of the time · Frequency of decisions: once a week or more but not every day · Impact of decisions: important results

Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

Several times a day

Physical, in-person work. AI helps with checklists and write-ups.

Show prep prompt & steps

Where AI still helps: AI helps around the job: decoding manuals and instructions, pre-job checklists, calculations and writing up what you did afterward.

Prep prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.

Context: The work draws on economics and accounting, administrative and mathematics.
Machines: [billing, mailing, copying]
Job: [describe]

List setup, run and check steps. Include the tools, materials and safety steps, the measurements or settings to double-check, and a 3-line template for logging the job. Flag anything to confirm in the manufacturer's manual.

10-minute exercise: Office machine routine

Step 1Pick a real example: the next time you operate 10-key calculators and typewriters.
Step 2Fill in [Machines] and [Job] with the real details, then run the prompt.
Step 3Run a test batch before the full job.

Importance 4.5/5 · core task · O*NET work activity: Operate office equipment..

Receive, record, and bank cash, checks, and vouchers.

Daily

Physical, in-person work. AI helps with checklists and write-ups.

Show prep prompt & steps

Where AI still helps: AI helps around the job: decoding manuals and instructions, pre-job checklists, calculations and writing up what you did afterward.

Prep prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to receive, record, and bank cash, checks, and vouchers.

Context: The work draws on economics and accounting, administrative and mathematics.
Payments: [fees, deposits]
Rules: [receipts, cash handling]

List collection and deposit steps. Include the tools, materials and safety steps, the measurements or settings to double-check, and a 3-line template for logging the job. Flag anything to confirm in the manufacturer's manual.

10-minute exercise: Collecting payments

Step 1Pick a real example: the next time you receive, record and bank cash, checks, and vouchers (today).
Step 2Fill in [Payments] and [Rules] with the real details, then run the prompt.
Step 3Check it against the manufacturer's manual and your site rules, and add the steps only experience teaches.

Importance 4.5/5 · core task · O*NET work activity: Collect deposits, payments or fees..

Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.

Daily

Physical, in-person work. AI helps with checklists and write-ups.

Show prep prompt & steps

Where AI still helps: AI helps around the job: decoding manuals and instructions, pre-job checklists, calculations and writing up what you did afterward.

Prep prompt

I work as a bookkeeping / accounting / auditing clerk. Part of my job is to prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.

Context: The work draws on economics and accounting, administrative and mathematics.
Cash: [deposit, float, disbursement]
Rules: [counting, sealing, sign-off]

Make a counting and verification routine. Include the tools, materials and safety steps, the measurements or settings to double-check, and a 3-line template for logging the job. Flag anything to confirm in the manufacturer's manual.

10-minute exercise: Cash prep routine

Step 1Pick a real example: the next time you prepare bank deposits (today).
Step 2Fill in [Cash] and [Rules] with the real details, then run the prompt.
Step 3Check it against the manufacturer's manual and your site rules, and add the steps only experience teaches.

Importance 4.6/5 · O*NET work activity: Prepare cash for deposit or disbursement.. Also involves: Verify accuracy of financial or transactional data.; Compile data or documentation..

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Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

  • Reading Comprehensionimportance 3.2/5
    Used in: Processing Information
  • Critical Thinkingimportance 3.2/5
    Used in: Working with Computers
  • Mathematicsimportance 3.4/5
    Used in: Processing Information
  • Writingimportance 3.1/5
    Used in: Documenting/Recording Information

Where you could move

Related jobs from O*NET with the closest skill profile, favouring ones where more of the work stays human. No step down in preparation.

Getting into this job

High school diploma is most common (41% of workers)

  • High school or less 47%
  • Certificate or some college 26%
  • Associate's 9%
  • Bachelor's 12%
  • Graduate degree 7%
  • On-the-job training: 1–3 months
  • Related experience: 1–2 years

What workers in this job report, from O*NET surveys (typical values).

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Adobe AcrobatEpic SystemsGoogle DocsIntuit QuickBooksMEDITECH softwareMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft SharePoint

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