Prepare financial documents, reports, or budgets.

Prepare financial documents, reports, or budgets. is a detailed work activity in O*NET — a concrete unit of work shared across 35 occupations and seen in 46 occupation-specific tasks. It rolls up into the broader work activity Prepare financial documents, reports, or budgets. in Documenting/Recording 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 46 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 46 (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 13 of these tasks, with a mean mapped-usage share of 0.017% 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.

• Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards. · Appraisers and Assessors of Real Estate · importance 4.7 · exposure with tools
• Prepare detailed budgets and financial reports for properties. · Property, Real Estate, and Community Association Managers · importance 4.6 · exposure with tools
• Fulfill all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA). · Compensation and Benefits Managers · importance 4.6 · exposure with tools
• Record rates of pay and durations of jobs on vouchers. · Models · importance 4.6 · direct LLM exposure
• Prepare detailed reports on audit findings. · Accountants and Auditors · importance 4.6 · direct LLM exposure
• Prepare reports that include the degree of risk involved in extending credit or lending money. · Credit Analysts · importance 4.5 · exposure with tools
• Report all positions or trading results. · Securities, Commodities, and Financial Services Sales Agents · importance 4.5 · direct LLM exposure
• Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns. · Treasurers and Controllers · importance 4.5 · exposure with tools
• Prepare audit reports containing energy analysis results or recommendations for energy cost savings. · Energy Auditors · importance 4.4 · exposure with tools
• Prepare and submit budget estimates, progress reports, or cost tracking reports. · Construction Managers · importance 4.4 · exposure with tools
• Write and present department budgets to upper management or other stakeholders. · First-Line Supervisors of Security Workers · importance 4.4 · exposure with tools
• Write budgets to plan recreational activities or programs. · Entertainment and Recreation Managers, Except Gambling · importance 4.3 · direct LLM exposure
• Prepare bid awards requiring board approval. · Purchasing Managers · importance 4.2 · exposure with tools
• Prepare and maintain records and reports, such as budgets, personnel records, or training manuals. · Social and Community Service Managers · importance 4.2 · direct LLM exposure
• Prepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services. · Chief Executives · importance 4.2 · exposure with tools
• Review inventory and sales records to prepare reports for management and budget departments. · First-Line Supervisors of Retail Sales Workers · importance 4.2 · exposure with tools
• Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements. · Accountants and Auditors · importance 4.1 · exposure with tools
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. · Treasurers and Controllers · importance 4.1 · exposure with tools
• Develop cost reduction strategies and savings plans. · Purchasing Managers · importance 4.1 · exposure with tools
• Summarize budgets and submit recommendations for the approval or disapproval of funds requests. · Budget Analysts · importance 4.1 · exposure with tools
• Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports. · Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products · importance 4.0 · direct LLM exposure
• Prepare financial or regulatory reports required by laws, regulations, or boards of directors. · Financial Managers · importance 4.0 · exposure with tools
• Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections. · Personal Financial Advisors · importance 4.0 · exposure with tools
• Direct the preparation of regular and special budget reports. · Budget Analysts · importance 4.0 · exposure with tools
• Prepare sales and inventory reports for management and budget departments. · First-Line Supervisors of Non-Retail Sales Workers · importance 4.0 · exposure with tools
• Prepare and submit budget requests and recommendations, or grant proposals to solicit program funding. · Education Administrators, Kindergarten through Secondary · importance 4.0 · exposure with tools
• Maintain sales forecasting reports. · Sales Engineers · importance 3.9 · exposure with tools
• Complete expense reports, sales reports, or other paperwork. · Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products · importance 3.8 · direct LLM exposure
• Plan, administer, and control budgets, maintain financial records, and produce financial reports. · Education Administrators, Postsecondary · importance 3.8 · exposure with tools
• Monitor training costs and prepare budget reports to justify expenditures. · Training and Development Specialists · importance 3.8 · exposure with tools
• Prepare financial reports to monitor client or corporate finances. · Securities, Commodities, and Financial Services Sales Agents · importance 3.8 · exposure with tools
• Prepare and negotiate advertising and sales contracts. · Advertising and Promotions Managers · importance 3.8 · exposure with tools
• Write reports or prepare presentations to communicate fundraising program data. · Fundraisers · importance 3.7 · direct LLM exposure
• Produce written summary reports of financial research results. · Financial Quantitative Analysts · importance 3.6 · direct LLM exposure
• Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms. · Property, Real Estate, and Community Association Managers · importance 3.5 · exposure with tools
• Prepare and administer budgets, approve and review expenditures, and prepare financial reports. · Natural Sciences Managers · importance 3.5 · exposure with tools
• Prepare budgets, bids, or contracts. · Architectural and Engineering Managers · importance 3.5 · exposure with tools
• Prepare and submit budget requests or grant proposals to solicit program funding. · Education and Childcare Administrators, Preschool and Daycare · importance 3.5 · exposure with tools
• Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action. · Loan Officers · importance 3.4 · direct LLM exposure
• Write and distribute financial or environmental impact reports. · Chief Sustainability Officers · importance 3.3 · direct LLM exposure

Occupations that perform this

• Appraisers and Assessors of Real Estate
• Property, Real Estate, and Community Association Managers
• Compensation and Benefits Managers
• Models
• Accountants and Auditors
• Credit Analysts
• Securities, Commodities, and Financial Services Sales Agents
• Treasurers and Controllers
• Energy Auditors
• Construction Managers
• First-Line Supervisors of Security Workers
• Entertainment and Recreation Managers, Except Gambling
• Purchasing Managers
• Social and Community Service Managers
• Chief Executives
• First-Line Supervisors of Retail Sales Workers
• Budget Analysts
• Personal Financial Advisors
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
• First-Line Supervisors of Non-Retail Sales Workers
• Education Administrators, Kindergarten through Secondary
• Sales Engineers
• Education Administrators, Postsecondary
• Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
• Training and Development Specialists
• Advertising and Promotions Managers
• Fundraisers
• Financial Quantitative Analysts
• Natural Sciences Managers
• Architectural and Engineering Managers
• Education and Childcare Administrators, Preschool and Daycare
• Loan Officers
• Project Management Specialists
• Financial Risk Specialists
• Billing and Posting 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-prepare-financial-documents-reports-or-budgets,
  title  = {Prepare financial documents, reports, or budgets.},
  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/prepare-financial-documents-reports-or-budgets}
}