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Maintain sales or financial records

Work activity · O*NET

Maintain sales or financial records is an intermediate work activity in the O*NET database — a concrete task that recurs across many occupations , grouped under Documenting/Recording Information. 41 occupations report doing it as part of their work.

What it involves

The most common detailed activities O*NET records under this category, ranked by how many occupation tasks map to each.

  • Maintain financial or account records
  • Maintain records of sales or other business transactions
  • Record sales or transactions data

How AI is applied to this activity

Microsoft's "Working with AI" study mapped real Bing Copilot conversations to O*NET work activities. The figures below are their measurements for this activity — they describe how AI is used today in one assistant's data, not a forecast that the activity will be automated.

AI completes it successfully 94.7% When Copilot attempts this activity, how often it finishes the task
Scope AI handles 21.1% How much of the activity AI carries within a conversation
Positive user feedback 71.8% Share of interactions users rated positively
How often AI is applied here 24th pct Percentile across all measured activities by how often AI performs them

Source: Microsoft "Working with AI" (working-with-ai). A high completion rate means AI can assist the activity in isolation — it does not mean an occupation that performs it is being automated, since every job blends many activities.

Detailed work activities

The more granular units of work O*NET groups under this activity, ordered by how many occupations perform them.

Occupations that perform this activity

Ranked by how many of the occupation's tasks map to this activity.

Occupation Tasks
Cashiers 4
Hotel, Motel, and Resort Desk Clerks 4
Billing and Posting Clerks 3
Bookkeeping, Accounting, and Auditing Clerks 3
Driver/Sales Workers 3
Automotive and Watercraft Service Attendants 2
Bill and Account Collectors 2
Counter and Rental Clerks 2
Demonstrators and Product Promoters 2
First-Line Supervisors of Gambling Services Workers 2
Gambling and Sports Book Writers and Runners 2
Insurance Claims and Policy Processing Clerks 2
Loan Interviewers and Clerks 2
Amusement and Recreation Attendants 1
Baggage Porters and Bellhops 1
Barbers 1
Bus Drivers, Transit and Intercity 1
Court, Municipal, and License Clerks 1
Credit Authorizers, Checkers, and Clerks 1
Customer Service Representatives 1
Disc Jockeys, Except Radio 1
First-Line Supervisors of Non-Retail Sales Workers 1
First-Line Supervisors of Retail Sales Workers 1
Gambling Cage Workers 1
Gambling Change Persons and Booth Cashiers 1
Gambling Dealers 1
Insurance Sales Agents 1
Library Assistants, Clerical 1
Medical Secretaries and Administrative Assistants 1
Meter Readers, Utilities 1
Morticians, Undertakers, and Funeral Arrangers 1
Postal Service Clerks 1
Postal Service Mail Carriers 1
Retail Salespersons 1
Sales Engineers 1
Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products 1
Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products 1
Securities, Commodities, and Financial Services Sales Agents 1
Spa Managers 1
Tellers 1

Showing 40 of 41 occupations.

Exposure quadrant: AI task-overlap percentile vs Median pay AI task-overlap (horizontal) versus median pay (vertical), each as a percentile across all scored occupations, for 39 occupations in occupations that perform Maintain sales or financial records.. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Automotive and Watercraft Service Attendants Barbers Postal Service Mail Carriers Morticians, Undertakers, and Funeral Arrangers Gambling Change Persons and Booth Cashiers Postal Service Clerks Demonstrators and Product Promoters First-Line Supervisors of Retail Sales Workers Gambling and Sports Book Writers and Runners First-Line Supervisors of Non-Retail Sales Workers Medical Secretaries and Administrative Assistants Sales Engineers Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products Bookkeeping, Accounting, and Auditing Clerks Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products Securities, Commodities, and Financial Services Sales Agents AI task-overlap percentile → ↑ Median pay
Occupations that perform Maintain sales or financial records., by AI task-overlap and median pay

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Maintain sales or financial records." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026. https://singulariki.com/activities/maintain-sales-or-financial-records

APA

Singulariki. (2026). Maintain sales or financial records. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/activities/maintain-sales-or-financial-records

BibTeX 
@misc{singulariki-maintain-sales-or-financial-records,
  title  = {Maintain sales or financial records},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026},
  url    = {https://singulariki.com/activities/maintain-sales-or-financial-records}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.