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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.

Software / tool Occupations Tags
Oracle E-Business Suite Financials 45
Delphi Technology 43
Cost estimating software 7
Bloomberg Professional 4
CPR Visual Estimator 4
Delphi Discovery 4
Experian Credinomics 4
Microsoft FRx 4
AnalyzerXL 3
Aspen Graphics Technical Analysis Software 3
BizBench 3
Business Forecast Systems Forecast Pro 3
Derivicom FinOptions XL 3
Fannie Mae Desktop Underwriter 3
Financial planning software 3
Harland Financial Solutions DecisionPro 3
Leading Market Technologies EXPO 3
Moody's KMV CreditEdge 3
Palisade @Risk 3
Portfolio management software 3
Pricing software 3
Advanced Portfolio Technologies Report Builder 2
Advanced Portfolio Technologies Simulator 2
Annuities analysis software 2
AuditWare financial reporting and auditing software 2
Auditing software 2
BizPricer 2
CGI-AMS CACS Enterprise 2
CGI-AMS Strata 2
Credit and risk analysis software 2
Credit fraud detection software 2
DealMaven Comparable Company Valuation Analysis 2
DealMaven M&A Accretion/Dilution One-Pager 2
DealMaven Modeling ToolPack for Excel 2
Derivatives Imagine Trading System 2
Dun and Bradstreet Global DecisionMaker 2
Economic forecasting software 2
Equifax Advanced Decisioning 2
Equifax InterConnect 2
Estate planning software 2

Showing the top 40 of 356 products in this category.

Occupations that use Financial analysis software

Showing 40 of 94 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 38 occupations in occupations that use Financial analysis software. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Facilities Managers Chefs and Head Cooks First-Line Supervisors of Food Preparation and Serving Workers Electrical Engineers Chief Executives Chemical Engineers Commercial and Industrial Designers Financial Examiners Concierges Billing and Posting Clerks Claims Adjusters, Examiners, and Investigators Bookkeeping, Accounting, and Auditing Clerks Financial and Investment Analysts Brokerage Clerks AI task-overlap percentile → ↑ Median pay
Occupations that use Financial analysis software, by AI task-overlap and median pay

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.

Data compiled June 3, 2026. Figures are estimates, not advice.

Cite this page
Plain

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

APA

Singulariki. (2026). Financial analysis software. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/tools/financial-analysis-software

BibTeX
@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.