Examine financial records.

Examine financial records. is a detailed work activity in O*NET — a concrete unit of work shared across 14 occupations and seen in 23 occupation-specific tasks. It rolls up into the broader work activity Examine financial activities, operations, or systems. in Evaluating Information to Determine Compliance with Standards .

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 23 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 23 (100%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).

The Anthropic Economic Index observes real AI use on 1 of these tasks, with a mean mapped-usage share of 0.002% per task.

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.

• Review repair cost estimates with automobile repair shop to secure agreement on cost of repairs. · Insurance Appraisers, Auto Damage · importance 4.7 · exposure with tools
• Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions. · Accountants and Auditors · importance 4.5 · exposure with tools
• Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. · Tax Preparers · importance 4.5 · exposure with tools
• Evaluate applications, records, or documents to gather information about eligibility or liability issues. · Compliance Officers · importance 4.4 · exposure with tools
• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. · Accountants and Auditors · importance 4.2 · exposure with tools
• Review accounts for discrepancies and reconcile differences. · Accountants and Auditors · importance 4.2 · exposure with tools
• Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law. · Tax Examiners and Collectors, and Revenue Agents · importance 4.2 · exposure with tools
• Review and update credit and loan files. · Loan Officers · importance 4.1 · exposure with tools
• Identify the ownership of each piece of taxable property. · Appraisers and Assessors of Real Estate · importance 4.1 · exposure with tools
• Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets. · Fundraisers · importance 4.1 · exposure with tools
• Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties. · Tax Examiners and Collectors, and Revenue Agents · importance 4.0 · exposure with tools
• Review selected tax returns to determine the nature and extent of audits to be performed on them. · Tax Examiners and Collectors, and Revenue Agents · importance 4.0 · exposure with tools
• Conduct detailed bill reviews to implement sound litigation management and expense control. · Claims Adjusters, Examiners, and Investigators · importance 4.0 · exposure with tools
• Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions. · Tax Examiners and Collectors, and Revenue Agents · importance 3.9 · exposure with tools
• Examine income records and operating costs of income properties. · Appraisers and Assessors of Real Estate · importance 3.8 · exposure with tools
• Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets. · Fundraising Managers · importance 3.6 · exposure with tools
• Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws. · Accountants and Auditors · importance 3.5 · exposure with tools
• Investigate missing checks, payment histories, held funds, returned checks, or other related issues to resolve client or creditor problems. · Credit Counselors · importance 3.5 · exposure with tools
• Review individual or commercial customer files to identify and select delinquent accounts for collection. · Credit Analysts · importance 3.3 · exposure with tools
• Verify and inspect cash reserves, assigned collateral, and bank-owned securities to check internal control procedures. · Financial Examiners · importance 3.2 · exposure with tools
• Review accounts to determine write-offs for collection agencies. · Loan Officers · exposure with tools
• Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures. · Accountants and Auditors · exposure with tools
• Review individual or commercial customer files to identify and select delinquent accounts for collection. · Credit Authorizers, Checkers, and Clerks · exposure with tools

Occupations that perform this

• Insurance Appraisers, Auto Damage
• Accountants and Auditors
• Tax Preparers
• Compliance Officers
• Tax Examiners and Collectors, and Revenue Agents
• Loan Officers
• Appraisers and Assessors of Real Estate
• Fundraisers
• Claims Adjusters, Examiners, and Investigators
• Fundraising Managers
• Credit Counselors
• Credit Analysts
• Financial Examiners
• Credit Authorizers, Checkers, and Clerks

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
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

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

@misc{singulariki-examine-financial-records,
  title  = {Examine financial records.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/detailed-activities/examine-financial-records}
}