Why are finance roles often surfaced here?
Many finance roles contain recurring recordkeeping and reconciliation work that maps well to automation pressure.
Topic page
AI impact on finance and accounting jobs
Explore finance and accounting roles with heavy reporting, reconciliation, and transaction workflows.
Roles in this topic
Roles currently matched to this topic.- 01Billing and Posting Clerks78%
The role of Billing and Posting Clerk involves highly repetitive, rule-based tasks such as invoice processing and payment recording, making it highly susceptible to automation by current AI technologies, particularly RPA and intelligent document processing. There is no recent evidence, so the score is based on the role profile.
- 02Bookkeeping Clerk65%
Structured financial data handling makes this role highly susceptible to AI automation for its core repetitive and rule-based tasks.
- 03Financial and Investment Analysts65%
Financial and Investment Analysts face high AI replacement risk as new platforms and agents are specifically designed to automate data analysis, financial modeling, multi-source research, and report generation, including integration with key financial data providers.
- 04Securities, Commodities, and Financial Services Sales Agents60%
The role of Securities, Commodities, and Financial Services Sales Agents faces a significant replacement risk as AI extensively automates core analytical, preparatory, and information-gathering tasks, leading to greater efficiency and the delivery of AI-powered financial services.
- 05Personal Financial Advisors55%
The AI replacement rate for Personal Financial Advisors is increasing due to new AI capabilities offering personalized financial insights and automated account management, though the human element for complex interpersonal guidance remains vital.
- 06Financial Clerks, All Other52%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends.
- 07Financial Examiners50%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends.
- 08Financial Risk Specialists45%
The role of Financial Risk Specialists is moderately susceptible to AI automation, particularly in data analysis and routine compliance. Recent evidence, like a major company grappling with AI as 'high-risk software,' indicates that while human expertise is crucial for managing novel AI-driven risks, it also signifies AI's growing sophistication and its potential to automate more complex risk identification and management tasks.
- 09Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel45%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends. AI can automate significant parts of sales workflows, such as lead qualification, automated outreach, and CRM management, thus enhancing efficiency. However, the inherent need for human empathy, complex negotiation, and relationship building in selling diverse services maintains a critical human component.
- 10Financial Quantitative Analysts34%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends.
- 11Financial Specialists, All Other34%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends.
- 12Financial Managers26%
No role-specific source items are attached yet, so the current score is inferred from the role profile and current AI capability trends.