Financial analysis software
Technology category · O*NET
Financial analysis software is a technology category in the O*NET database. Across U.S. occupations, 94 report using software or tools in this category. The named products below are the specific examples O*NET records for those jobs. The occupations that use it sit, on average, at the 82nd percentile of AI task-exposure ( high) — how much that work overlaps with what AI can do, not a sign the tool is being replaced. See where every tool category sits.
A Hot tag marks technologies O*NET sees frequently in employer job postings; In demand marks tools an occupation specifically requires.
Example software & tools
Ranked by how many occupations list each product. Each number is an occupation count — a job is counted once per product — so the product rows overlap and do not sum to the category total.
Showing the top 40 of 356 products in this category.
Occupations that use Financial analysis software
- Accountants and Auditors
- Actuaries
- Administrative Services Managers
- Appraisers and Assessors of Real Estate
- Appraisers of Personal and Business Property
- Billing and Posting Clerks
- Bookkeeping, Accounting, and Auditing Clerks
- Brokerage Clerks
- Budget Analysts
- Business Intelligence Analysts
- Chefs and Head Cooks
- Chemical Engineers
- Chief Executives
- Claims Adjusters, Examiners, and Investigators
- Commercial and Industrial Designers
- Computer Network Architects
- Computer Programmers
- Computer Systems Analysts
- Computer Systems Engineers/Architects
- Computer User Support Specialists
- Computer and Information Systems Managers
- Concierges
- Cost Estimators
- Credit Analysts
- Credit Authorizers, Checkers, and Clerks
- Credit Counselors
- Customer Service Representatives
- Data Warehousing Specialists
- Database Administrators
- Economics Teachers, Postsecondary
- Economists
- Electrical Engineers
- Executive Secretaries and Executive Administrative Assistants
- Facilities Managers
- Financial Examiners
- Financial Managers
- Financial Quantitative Analysts
- Financial Risk Specialists
- Financial and Investment Analysts
- First-Line Supervisors of Food Preparation and Serving Workers
Showing 40 of 94 occupations.
How AI is used by roles that use Financial analysis software
A software category is not itself "being automated" — but we can look at the roles that report using Financial analysis software and ask how those people actually use AI. This rolls the Anthropic Economic Index per-role signal up across those roles, weighted by how much observed AI activity each one has. 62.8% of the 94 roles that use this category carry observed AI-usage data (59 roles).
Across those roles, 54.9% of AI conversations are people working with AI and 37.5% hand a task to AI , with an average autonomy of 3.47 / 5.
| Collaboration pattern | Share | What it means |
|---|---|---|
| directive | 34.6% | AI does it; you give the instruction |
| task iteration | 33.1% | you and AI go back and forth |
| learning | 16.2% | you ask AI to explain or teach |
| validation | 5.6% | you do it; AI checks your work |
| feedback loop | 2.9% | AI does it, then adjusts from your feedback |
Roles behind this signal
The roles using this category that have the most AEI data. "Works with AI" is the role's share of conversations that augment rather than automate.
| Occupation | Works with AI | Autonomy |
|---|---|---|
| Technical Writers | 54.2% | 4.0/5 |
| Economics Teachers, Postsecondary | 65.7% | 3.3/5 |
| Secretaries and Administrative Assistants, Except Legal, Medical, and Executive | 36.3% | 3.0/5 |
| Operations Research Analysts | 55.2% | 4.0/5 |
| Personal Financial Advisors | 63.4% | 3.8/5 |
| Credit Counselors | 71.6% | 3.0/5 |
| Chief Executives | 65.7% | 3.0/5 |
| First-Line Supervisors of Office and Administrative Support Workers | 62.6% | 3.0/5 |
| Executive Secretaries and Executive Administrative Assistants | 52.8% | 3.0/5 |
| Real Estate Sales Agents | 62.2% | 3.0/5 |
| Market Research Analysts and Marketing Specialists | 47.2% | 4.0/5 |
| Reservation and Transportation Ticket Agents and Travel Clerks | 42.8% | 3.0/5 |
Source: Anthropic Economic Index (2026-01-15-v4-plus-2025-03-27-v2) over a sample of Claude.ai Free and Pro conversations — not all AI tools and not the whole workforce. Roles list software categories in O*NET; this does not mean AI is used inside Financial analysis software, only that people in those roles use AI. Some conversations are left unclassified, so shares need not sum to 100.
Industries that concentrate this
Where Financial analysis software matters most across the economy. Employment reach is the share of an industry's workers in occupations that significantly use Financial analysis software (O*NET importance ≥ 3 of 5, or report using the tool category). Concentration compares that reach to the national average industry, so a value above 1× means the requirement is more pervasive here than across the economy as a whole.
Nationally, about 23.8% of workers are in occupations that significantly use Financial analysis software (measured across 67 industries).
Sectors with the most such workers
| Sector | Workers | Employment reach |
|---|---|---|
| Professional, Scientific, and Technical Services | 5,495,210 | 51.0% |
| Finance and Insurance | 5,031,320 | 80.8% |
| Manufacturing | 2,973,440 | 23.3% |
| Retail Trade | 2,795,980 | 17.9% |
| Wholesale Trade | 2,494,430 | 41.3% |
| Health Care and Social Assistance | 2,288,610 | 9.9% |
| Accommodation and Food Services | 2,153,400 | 15.1% |
| Administrative and Support and Waste Management and Remediation Services | 2,010,090 | 22.3% |
| Management of Companies and Enterprises | 1,819,740 | 64.8% |
| Information | 1,521,480 | 52.3% |
| Educational Services | 1,365,350 | 10.0% |
| Construction | 1,079,010 | 13.3% |
Industries where it is most concentrated
| Industry | Level | Concentration | Employment reach |
|---|---|---|---|
| Insurance Agencies and Brokerages | National industry | 3.75× | 89.2% |
| Finance and Insurance | Sector | 3.39× | 80.8% |
| Direct Health and Medical Insurance Carriers | National industry | 2.97× | 70.7% |
| Management of Companies and Enterprises | Sector | 2.72× | 64.8% |
| Information | Sector | 2.2× | 52.3% |
| Professional, Scientific, and Technical Services | Sector | 2.14× | 51.0% |
| Wholesale Trade | Sector | 1.74× | 41.3% |
| Labor Unions and Similar Labor Organizations | National industry | 1.6× | 38.0% |
| Research and Development in the Social Sciences and Humanities | National industry | 1.49× | 35.5% |
| Farm and Garden Machinery and Equipment Merchant Wholesalers | National industry | 1.45× | 34.6% |
| Engineering Services | National industry | 1.42× | 33.8% |
| Real Estate and Rental and Leasing | Sector | 1.29× | 30.8% |
Reach is a measure of how widespread a requirement is across an industry's workforce, not how intensively any individual uses it. Sector worker counts come from BLS OEWS employment; the significance threshold and tool use come from O*NET. Industries shown by concentration are filtered to a real worker base so a tiny specialty cannot top the list on rounding.
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
- BLS Occupational Employment and Wage Statistics (OEWS) May 2024 U.S. Bureau of Labor Statistics
- Census NAICS 2022 U.S. Census Bureau
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
- AI Occupational Exposure (AIOE) Felten, Raj & Seamans academic
Data compiled June 3, 2026. Figures are estimates, not advice.
Cite this page
Singulariki. "Financial analysis software." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; Census NAICS 2022; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026. https://singulariki.com/tools/financial-analysis-software
Singulariki. (2026). Financial analysis software. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/tools/financial-analysis-software
@misc{singulariki-financial-analysis-software,
title = {Financial analysis software},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; Census NAICS 2022; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans. Accessed June 7, 2026},
url = {https://singulariki.com/tools/financial-analysis-software}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.