These careers appear especially likely to benefit from AI tools that increase productivity
without fully replacing the highest-value work.
AI Leverage: 8.14/10
Human Value: 7.0/10
Automation Risk: 6.86/10
Why this ranking?
More likely automated:
Manage accounts payable and receivable
Record daily financial transactions
Still requires human judgment:
Maintain documentation for audits and taxes
Reconcile bank and credit card accounts
AI Leverage: 8.0/10
Human Value: 6.8/10
Automation Risk: 6.6/10
Why this ranking?
More likely automated:
Process Vendor Invoices
Match Invoices to Purchase Records
Still requires human judgment:
Resolve Billing Issues
Match Invoices to Purchase Records
AI Leverage: 8.0/10
Human Value: 6.8/10
Automation Risk: 6.4/10
Why this ranking?
More likely automated:
Issue Customer Invoices
Post Incoming Payments
Still requires human judgment:
Contact Customers on Past Due Items
Post Incoming Payments
AI Leverage: 8.0/10
Human Value: 8.5/10
Automation Risk: 5.2/10
Why this ranking?
More likely automated:
Build investment models and forecasts
Analyze securities and portfolio opportunities
Still requires human judgment:
Meet with management teams or stakeholders
Analyze securities and portfolio opportunities
AI Leverage: 7.8/10
Human Value: 7.8/10
Automation Risk: 5.2/10
Why this ranking?
More likely automated:
Examine Financial Records
Prepare Audit Workpapers
Still requires human judgment:
Examine Financial Records
Test Internal Controls
AI Leverage: 7.8/10
Human Value: 8.4/10
Automation Risk: 4.8/10
Why this ranking?
More likely automated:
Build loss projection models
Perform valuation and reserving analysis
Still requires human judgment:
Present recommendations to business leaders
Set pricing assumptions
AI Leverage: 7.6/10
Human Value: 8.2/10
Automation Risk: 6.0/10
Why this ranking?
More likely automated:
Clean and structure datasets
Build econometric models
Still requires human judgment:
Build econometric models
Interpret model results
AI Leverage: 7.43/10
Human Value: 6.57/10
Automation Risk: 5.14/10
Why this ranking?
More likely automated:
Financial Modeling and Valuation Analysis
Due Diligence Document Review and Analysis
Still requires human judgment:
Client Relationship Management and Deal Origination
Deal Negotiation and Structuring Advisory
AI Leverage: 7.4/10
Human Value: 8.2/10
Automation Risk: 5.4/10
Why this ranking?
More likely automated:
Build business rules and calculations
Configure planning and consolidation modules
Still requires human judgment:
Gather finance and reporting requirements
Train finance users and admins
AI Leverage: 7.4/10
Human Value: 9.2/10
Automation Risk: 5.1/10
Why this ranking?
More likely automated:
Analyze commercial loan applications
Monitor portfolio performance
Still requires human judgment:
Manage client relationships
Manage business banking relationships
AI Leverage: 7.4/10
Human Value: 8.8/10
Automation Risk: 5.2/10
Why this ranking?
More likely automated:
Monitor markets and portfolio activity
Advise clients on investment trades
Still requires human judgment:
Advise clients on investment trades
Prospect and retain client accounts
AI Leverage: 7.4/10
Human Value: 7.4/10
Automation Risk: 6.6/10
Why this ranking?
More likely automated:
Process payroll data entries
Audit payroll reports for errors
Still requires human judgment:
Respond to employee pay questions
Coordinate with HR on status changes
AI Leverage: 7.4/10
Human Value: 8.6/10
Automation Risk: 5.6/10
Why this ranking?
More likely automated:
Review claims for completeness and coverage
Analyze claim details for accuracy
Still requires human judgment:
Approve deny or route claims for further review
Communicate claim status and requirements
AI Leverage: 7.3/10
Human Value: 7.9/10
Automation Risk: 5.7/10
Why this ranking?
More likely automated:
Manage accounts payable and receivable
Reconcile general ledger accounts
Still requires human judgment:
Coordinate with auditors and departments
Advise managers on financial impacts
AI Leverage: 7.3/10
Human Value: 8.4/10
Automation Risk: 5.9/10
Why this ranking?
More likely automated:
Verify documentation completeness
Review borrower credit and income
Still requires human judgment:
Evaluate lending risk
Review loan files for approval
AI Leverage: 7.3/10
Human Value: 9.1/10
Automation Risk: 4.9/10
Why this ranking?
More likely automated:
Analyze employee benefit plan options
Prepare renewal recommendations
Still requires human judgment:
Analyze employee benefit plan options
Advise clients on compliance requirements
AI Leverage: 7.29/10
Human Value: 6.86/10
Automation Risk: 4.86/10
Why this ranking?
More likely automated:
General Ledger Reconciliation and Error Resolution
Monthly Financial Statement Preparation and Review
Still requires human judgment:
Accounting Staff Supervision and Performance Management
Internal Controls Monitoring and Compliance Oversight
AI Leverage: 7.21/10
Human Value: 8.57/10
Automation Risk: 5.0/10
Why this ranking?
More likely automated:
Document claim decisions
Document findings and claim decisions
Still requires human judgment:
Negotiate settlements
Inspect property damage or loss details
AI Leverage: 7.2/10
Human Value: 8.4/10
Automation Risk: 5.6/10
Why this ranking?
More likely automated:
Clean and structure datasets
Build economic forecasts
Still requires human judgment:
Build economic forecasts
Analyze policy impacts
AI Leverage: 7.2/10
Human Value: 8.0/10
Automation Risk: 5.4/10
Why this ranking?
More likely automated:
Submit applications and documents
Quote policies and explain terms
Still requires human judgment:
Assess client coverage needs
Handle claims related questions
AI Leverage: 7.11/10
Human Value: 9.11/10
Automation Risk: 4.89/10
Why this ranking?
More likely automated:
Research products and regulations
Document recommendations and compliance notes
Still requires human judgment:
Assess client financial goals
Develop investment and planning recommendations
AI Leverage: 7.1/10
Human Value: 9.5/10
Automation Risk: 4.5/10
Why this ranking?
More likely automated:
Conduct due diligence on deals
Prepare investment memos and recommendations
Still requires human judgment:
Source and evaluate startup opportunities
Support portfolio companies
AI Leverage: 7.0/10
Human Value: 7.43/10
Automation Risk: 4.0/10
Why this ranking?
More likely automated:
Portfolio Performance Analysis and Reporting
Property Valuation and Market Benchmarking
Still requires human judgment:
Tenant Lease Negotiation and Renewal
Investor Relations and Strategic Communication
AI Leverage: 6.6/10
Human Value: 9.8/10
Automation Risk: 3.7/10
Why this ranking?
More likely automated:
Review financial results and risks
Oversee accounting treasury and controls
Still requires human judgment:
Lead financial strategy and planning
Review financial results and risks
AI Leverage: 6.6/10
Human Value: 8.4/10
Automation Risk: 5.6/10
Why this ranking?
More likely automated:
Review payroll compliance and tax setup
Oversee payroll processing cycles
Still requires human judgment:
Resolve payroll exceptions and escalations
Coordinate with HR and finance