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Salary Range
Low (10th %)$32,460
Median$47,440
High (90th %)$68,860

AI Prompt Guides for Bookkeeping, Accounting, and Auditing Clerks

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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.

The occupation of "Bookkeeping, Accounting, and Auditing Clerks" has an estimated automation risk of 84.9%, closely aligning with the calculated base risk of 85.7%. This high risk arises primarily due to the repetitive and rules-based nature of many clerical accounting tasks, which are highly susceptible to automation through advances in artificial intelligence, machine learning, and specialized accounting software. As technology evolves, traditional clerical roles that focus on data entry, validation, and adherence to strict procedures are increasingly being performed by automated systems with improved speed and accuracy. The significant overlap between base risk and actual automation risk illustrates how current tasks performed by these clerks are easily mapped onto existing and emerging technologies, leaving minimal unique human input required for the majority of day-to-day functions. The top three most automatable tasks serve as a clear example of these automation trends. Operating computers programmed with accounting software to record, store, and analyze information is an inherently digital task that modern software can execute rapidly and with fewer errors than humans. Checking figures, postings, and documents for correct entry, mathematical accuracy, and proper codes is another task easily subsumed by automation, as machine learning algorithms excel at pattern recognition and validation against set rules. Similarly, complying with federal, state, and company policies, procedures, and regulations can be streamlined through programmatic rules enforcement within enterprise software, minimizing the need for human oversight in routine compliance activities. Together, these tasks constitute a large portion of daily duties, amplifying the automation risk for this occupation. However, some responsibilities remain relatively resistant to full automation due to the nuanced judgment or contextual awareness they require. Tasks like maintaining inventory records, compiling detailed statistical, financial, or auditing reports and tables, and preparing trial balances demand a level of discretion, multi-step reasoning, and sometimes domain-specific knowledge that current automation tools struggle to replicate without human guidance. These tasks require flexible thinking and adaptability, suggesting why they remain less automatable. Nevertheless, the primary bottleneck skill limiting further automation—originality—is required at minimal levels (1.9% and 1.8% respectively). This indicates the occupation as a whole leans heavily towards routine, structured work, with little reliance on creative or novel problem-solving, reinforcing its overall high risk for automation.

Filter by Automatable Status
Operate computers programmed with accounting software to record, store, and analyze information.
Automatable
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Automatable
Comply with federal, state, and company policies, procedures, and regulations.
Partially Automatable
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
Automatable
Receive, record, and bank cash, checks, and vouchers.
Partially Automatable
Code documents according to company procedures.
Automatable
Reconcile or note and report discrepancies found in records.
Partially Automatable
Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
Partially Automatable
Access computerized financial information to answer general questions as well as those related to specific accounts.
Automatable
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Automatable
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Automatable
Match order forms with invoices, and record the necessary information.
Automatable
Prepare and process payroll information.
Automatable
Calculate and prepare checks for utilities, taxes, and other payments.
Automatable
Monitor status of loans and accounts to ensure that payments are up to date.
Automatable
Reconcile records of bank transactions.
Partially Automatable
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
Automatable
Compare computer printouts to manually maintained journals to determine if they match.
Automatable
Transfer details from separate journals to general ledgers or data processing sheets.
Automatable
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
Partially Automatable
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Automatable
Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
Automatable
Prepare purchase orders and expense reports.
Partially Automatable
Prepare trial balances of books.
Automatable
Maintain inventory records.
Automatable
Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Automatable
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
Partially Automatable
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.
Automatable

Inspecting Equipment, Structures, or MaterialsMonitoring Processes, Materials, or SurroundingsEstimating the Quantifiable Characteristics of Products, Events, or InformationGetting InformationIdentifying Objects, Actions, and EventsJudging the Qualities of Objects, Services, or PeopleProcessing InformationEvaluating Information to Determine Compliance with StandardsAnalyzing Data or InformationMaking Decisions and Solving ProblemsThinking CreativelyUpdating and Using Relevant KnowledgeHandling and Moving ObjectsControlling Machines and ProcessesOperating Vehicles, Mechanized Devices, or EquipmentWorking with ComputersRepairing and Maintaining Electronic EquipmentDocumenting/Recording InformationDrafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentInterpreting the Meaning of Information for OthersCommunicating with Supervisors, Peers, or SubordinatesCommunicating with People Outside the OrganizationEstablishing and Maintaining Interpersonal RelationshipsAssisting and Caring for OthersSelling or Influencing OthersRepairing and Maintaining Mechanical EquipmentOrganizing, Planning, and Prioritizing WorkResolving Conflicts and Negotiating with OthersPerforming for or Working Directly with the PublicCoordinating the Work and Activities of OthersDeveloping and Building TeamsTraining and Teaching OthersGuiding, Directing, and Motivating SubordinatesCoaching and Developing OthersProviding Consultation and Advice to OthersPerforming Administrative ActivitiesStaffing Organizational UnitsMonitoring and Controlling ResourcesDeveloping Objectives and StrategiesScheduling Work and ActivitiesPerforming General Physical Activities

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Financial Managers
Medium52.15%
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Accountants and Auditors
Medium50.98%
Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
Credit Analysts
Medium60.56%
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
Loan Officers
Medium61.78%
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.
Tax Examiners and Collectors, and Revenue Agents
Medium59.98%
Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.
Tax Preparers
Medium65.75%
Prepare tax returns for individuals or small businesses.
Securities, Commodities, and Financial Services Sales Agents
High72.23%
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
Bill and Account Collectors
Medium65.81%
Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
Billing and Posting Clerks
High79.60%
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Payroll and Timekeeping Clerks
High77.74%
Compile and record employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.
Tellers
High75.92%
Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
Brokerage Clerks
High79.00%
Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Correspondence Clerks
High78.29%
Compose letters or electronic correspondence in reply to requests for merchandise, damage claims, credit and other information, delinquent accounts, incorrect billings, or unsatisfactory services. Duties may include gathering data to formulate reply and preparing correspondence.
Credit Authorizers, Checkers, and Clerks
High74.20%
Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.
File Clerks
High71.35%
File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used. Locate and remove material from file when requested.
Loan Interviewers and Clerks
High69.88%
Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.
New Accounts Clerks
High67.67%
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
Insurance Claims and Policy Processing Clerks
High81.10%
Process new insurance policies, modifications to existing policies, and claims forms. Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records. Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.
Office Clerks, General
Medium65.57%
Perform duties too varied and diverse to be classified in any specific office clerical occupation, requiring knowledge of office systems and procedures. Clerical duties may be assigned in accordance with the office procedures of individual establishments and may include a combination of answering telephones, bookkeeping, typing or word processing, office machine operation, and filing.
Statistical Assistants
High75.61%
Compile and compute data according to statistical formulas for use in statistical studies. May perform actuarial computations and compile charts and graphs for use by actuaries. Includes actuarial clerks.
Treasurers and Controllers
Medium49.16%
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Appraisers of Personal and Business Property
Medium58.93%
Appraise and estimate the fair value of tangible personal or business property, such as jewelry, art, antiques, collectibles, and equipment. May also appraise land.
Budget Analysts
Medium53.05%
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
Financial Examiners
Medium47.79%
Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
Credit Counselors
Medium58.89%
Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
Gambling and Sports Book Writers and Runners
Medium64.67%
Post information enabling patrons to wager on various races and sporting events. Assist in the operation of games such as keno and bingo. May operate random number-generating equipment and announce the numbers for patrons. Receive, verify, and record patrons' wagers. Scan and process winning tickets presented by patrons and pay out winnings for those wagers.
Gambling Change Persons and Booth Cashiers
Medium64.71%
Exchange coins, tokens, and chips for patrons' money. May issue payoffs and obtain customer's signature on receipt. May operate a booth in the slot machine area and furnish change persons with money bank at the start of the shift, or count and audit money in drawers.
Gambling Cage Workers
Medium65.51%
In a gambling establishment, conduct financial transactions for patrons. Accept patron's credit application and verify credit references to provide check-cashing authorization or to establish house credit accounts. May reconcile daily summaries of transactions to balance books. May sell gambling chips, tokens, or tickets to patrons, or to other workers for resale to patrons. May convert gambling chips, tokens, or tickets to currency upon patron's request. May use a cash register or computer to record transaction.
Procurement Clerks
High71.53%
Compile information and records to draw up purchase orders for procurement of materials and services.
Data Entry Keyers
High74.25%
Operate data entry device, such as keyboard or photo composing perforator. Duties may include verifying data and preparing materials for printing.
Word Processors and Typists
High83.45%
Use word processor, computer, or typewriter to type letters, reports, forms, or other material from rough draft, corrected copy, or voice recording. May perform other clerical duties as assigned.

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