Analyze financial records to improve budgeting or planning.

Analyze financial records to improve budgeting or planning. is a detailed work activity in O*NET — a concrete unit of work shared across 4 occupations and seen in 6 occupation-specific tasks. It rolls up into the broader work activity Analyze business or financial data. in Analyzing Data or Information .

Detailed work activities are the most granular shared layer in O*NET's work-activity hierarchy (Generalized → Intermediate → Detailed → occupation-specific task). The figures below describe how this activity shows up across the economy and what independent studies measure about AI and this kind of work — not a prediction that the work will be automated.

AI exposure

Of the 6 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 6 (100%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).

Exposure estimates overlap with model capabilities — whether a model could speed the task up — not whether the work will be done by software. Observed AI use is augmentation and assistance today, not jobs replaced.

Member tasks

Occupation-specific tasks O*NET maps to this detailed work activity, most important first.

• Perform tax planning work. · Treasurers and Controllers · importance 4.1 · exposure with tools
• Determine how to allocate resources and to respond to unanticipated problems, such as insect infestation, drought, and fire. · Farmers, Ranchers, and Other Agricultural Managers · importance 4.1 · exposure with tools
• Examine, evaluate, or process loan applications. · Financial Managers · importance 4.0 · exposure with tools
• Solicit and analyze bids from contractors for repairs, renovations, and maintenance. · Property, Real Estate, and Community Association Managers · importance 3.9 · exposure with tools
• Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services. · Transportation, Storage, and Distribution Managers · importance 3.7 · exposure with tools
• Evaluate data pertaining to costs to plan budgets. · Financial Managers · importance 3.6 · exposure with tools

Occupations that perform this

• Treasurers and Controllers
• Farmers, Ranchers, and Other Agricultural Managers
• Property, Real Estate, and Community Association Managers
• Transportation, Storage, and Distribution Managers

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.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

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

@misc{singulariki-analyze-financial-records-to-improve-budgeting-or-planning,
  title  = {Analyze financial records to improve budgeting or planning.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/detailed-activities/analyze-financial-records-to-improve-budgeting-or-planning}
}