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.
- 02Financial and Investment Analysts70%
AI is significantly impacting Financial and Investment Analysts by automating core tasks like data aggregation, financial modeling, and report generation, leading to a higher replacement rate for repetitive and data-intensive aspects of the role.
- 03Bookkeeping Clerk65%
Structured financial data handling makes this role highly susceptible to AI automation for its core repetitive and rule-based tasks.
- 04Securities, Commodities, and Financial Services Sales Agents65%
AI is rapidly transforming the financial services sector, with major institutions adopting AI tools to automate analytical tasks, streamline workflows, and enhance client interactions for sales agents. This significantly increases efficiency and the automation potential for information gathering, portfolio analysis, and routine client support.
- 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.
- 08Sales 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.
- 09Financial 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.
- 10Financial Risk Specialists34%
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.