Prepare financial documents, reports, or budgets
Most of the output can be produced by software today.
This is the most automatable shape of work there is, and also the shape that most needs a live connection to the system the record lives in. Without that connection an agent can prepare the entry but cannot file it.
| How automatable | Mostly automatable |
|---|---|
| Kind of work | Recording, documentation and administration |
| Jobs that do it | 37 occupations |
| Tool categories that apply | Tools and auth, Builders |
| O*NET activity | Documenting/Recording Information (4.A.3.b.6) |
What this looks like on the job
Not our paraphrase. These are real task statements recorded against this activity, spread across the 37 occupations that perform it.
- Prepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services.
- Write and distribute financial or environmental impact reports.
- Prepare and negotiate advertising and sales contracts.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Prepare bid awards requiring board approval.
- Fulfill all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA).
- Prepare and submit budget estimates, progress reports, or cost tracking reports.
- Prepare and submit budget requests or grant proposals to solicit program funding.
- Prepare and submit budget requests and recommendations, or grant proposals to solicit program funding.
- Plan, administer, and control budgets, maintain financial records, and produce financial reports.
- Prepare budgets, bids, or contracts.
- Write budgets to plan recreational activities or programs.
- Prepare and administer budgets, approve and review expenditures, and prepare financial reports.
- Prepare detailed budgets and financial reports for properties.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Write reports or prepare presentations to communicate fundraising program data.
- Monitor training costs and prepare budget reports to justify expenditures.
What we would actually use
One recommendation rather than a shortlist, because a shortlist is just your problem handed back. This is what we would buy for recording, documentation and administration, and what it costs.
The work is not writing the record, it is filing it where the record lives. Make reaches most of those systems from $9 a month, which is the cheapest honest start; Composio is for when you are writing the agent yourself.
Chosen for the cheapest thing that does the job, not the best funded. Nothing on this site is sponsored, and the full landscape is there when you want to disagree with us.
The rest of the category
Context, not alternatives to weigh up. We name the layer rather than promise a named product does your specific task.
Matched from the kind of work, not from vendor marketing. Check any of them can reach the system your records actually live in — that connection, not the model, is where these projects stall.
How people actually do it
No workflow names this activity yet, but these automate the same kind of work, with the prompts to paste and what to keep for yourself.
Who does this work
37 occupations in the O*NET database perform this activity. Each one has a full breakdown of its other tasks.
- Accountants and Auditors
- Advertising and Promotions Managers
- Appraisers and Assessors of Real Estate
- Architectural and Engineering Managers
- Billing and Posting Clerks
- Budget Analysts
- Chief Executives
- Chief Sustainability Officers
- Compensation and Benefits Managers
- Construction Managers
- Credit Analysts
- Education Administrators, Kindergarten through Secondary
- Education Administrators, Postsecondary
- Education and Childcare Administrators, Preschool and Daycare
- Energy Auditors
- Entertainment and Recreation Managers, Except Gambling
- Financial Managers
- Financial Quantitative Analysts
- Financial Risk Specialists
- First-Line Supervisors of Non-Retail Sales Workers
- First-Line Supervisors of Retail Sales Workers
- First-Line Supervisors of Security Workers
- Fundraisers
- Loan Officers
- Models
- Natural Sciences Managers
- Personal Financial Advisors
- Project Management Specialists
- Property, Real Estate, and Community Association Managers
- Purchasing Managers
- Sales Engineers
- Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
- Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
- Securities, Commodities, and Financial Services Sales Agents
- Social and Community Service Managers
- Training and Development Specialists
- Treasurers and Controllers
Work that goes with it
O*NET groups these under “Prepare financial documents, reports, or budgets”. In practice they tend to be done by the same person, in the same sitting.
| Activity | Jobs |
|---|---|
| Prepare financial documents | 14 |
Method. The activity, its taxonomy placement and the occupations that perform it come straight from the public-domain O*NET 30.3 database. The automatability band is ours: we map each of O*NET’s 41 generalized work activities to how much of its output current software can produce, assuming a person still reviews and owns the result. It is a coarse three-way judgment on purpose. A precise-looking percentage here would be invented.