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O*NET-SOC 43-3031.00

Bookkeeping, Accounting, and Auditing Clerks

Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Operate computers programmed with accounting software to record, store, and analyze information.Core2487
  2. Prepare and process payroll information.Supplemental18561
  3. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.Core2486
  4. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.Supplemental2499
  5. Comply with federal, state, and company policies, procedures, and regulations.Core2488
  6. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.Core2495
  7. Receive, record, and bank cash, checks, and vouchers.Core2500
  8. Calculate and prepare checks for utilities, taxes, and other payments.Supplemental2501
  9. Monitor status of loans and accounts to ensure that payments are up to date.Supplemental2505
  10. Reconcile records of bank transactions.Supplemental2503
  11. Compile budget data and documents, based on estimated revenues and expenses and previous budgets.Supplemental2507
  12. Code documents according to company procedures.Core2493
  13. Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.Core2497
  14. Reconcile or note and report discrepancies found in records.Core2496
  15. Perform general office duties, such as filing, answering telephones, and handling routine correspondence.Core2498
  16. Compare computer printouts to manually maintained journals to determine if they match.Supplemental2502
  17. Transfer details from separate journals to general ledgers or data processing sheets.Supplemental2506
  18. Access computerized financial information to answer general questions as well as those related to specific accounts.Core2494
  19. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.Core2490
  20. Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.Supplemental2510
  21. Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.Supplemental2491
  22. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.Core2489
  23. Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.Supplemental2508
  24. Match order forms with invoices, and record the necessary information.Core2509
  25. Prepare purchase orders and expense reports.Supplemental2514
  26. Prepare trial balances of books.Supplemental2504
  27. Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.Supplemental2492
  28. Maintain inventory records.Supplemental2511

Technology Skills

From O*NET 30.3, 118 examples in 28 categories, 19 Hot Technology

Free · O*NET 30.3

Accounting software

  • Accounts payable software
  • Accounts receivable software
  • Accurate NXG
  • ACS Technologies ACS Financial Suite
  • Activant Solutions Activant Prophet 21
  • AdaptaSoft CyberPay
  • American HealthTech Financial
  • Asset management software
  • ATX Total Accounting Office
  • ATX Total Engagement Office
  • Automation Counselors municiPAL
  • Best MIP Fund Accounting
  • Blackbaud The Financial Edge
  • CCIS AccountAbility
  • ComputerEase construction accounting software
  • Cost accounting software
  • CYMA IV Accounting for Windows
  • Financial reporting software
  • Financial statement software
  • FlexiFinancials FlexiLedger
  • Fund accounting software
  • General ledger software
  • Heron CrossTie General Ledger
  • Infor Global Solutions Starbuilder
  • Intuit QuickBooksHot TechnologyIn Demand
  • New Millennium Communications Genesis Accounting
  • PROPHIX Enterprise
  • Quicken
  • Roundtable Software Advantage Accounting System
  • Sage 50 Accounting
  • SAP ConcurHot Technology
  • Softrax Revenue Management
  • Tax software
  • UA Business Software Professional Edition

Enterprise resource planning ERP software

  • AcornSystems Corporate Performance Management
  • Advanced Management Systems Software for Wineries
  • AMS Services AMS Sagitta
  • Business performance management BPM software
  • Cartesis ES Magnitude
  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • NetSuite ERP
  • Oracle Fusion Applications
  • Oracle Hyperion
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoftHot Technology
  • Oracle PeopleSoft Financials
  • Sage 100 ERP
  • SAP Business Objects
  • SAP softwareHot TechnologyIn Demand

Customer relationship management CRM software

  • Act!
  • Blackbaud The Raiser's Edge

Document management software

  • Adobe AcrobatHot Technology
  • Document management system software
  • Iron Mountain Accutrac records management software
  • Microsoft SharePointHot Technology
  • OmniRIM Records Management Suite
  • Records management software

Time accounting software

  • ADP Pay eXpert
  • HMS
  • Payroll software

Human resources software

  • ADP Workforce Now
  • Human resource management software HRMS

Financial analysis software

  • Auditing software
  • AuditWare financial reporting and auditing software
  • Delphi Technology
  • MethodWare ProAudit Advisor
  • Oracle E-Business Suite Financials
  • Paisley AutoAudit
  • Paisley IssueTrack
  • Pentana audit work system PAWS
  • RSM McGladrey Advanced Practice Solutions Paperless Audit
  • RSM McGladrey Auditor Assistant

Billing and invoicing software

  • BLS Software Invoice!
  • Fifth Walk BillingTracker

Compliance software

  • Corporate Responsibility System Technologies Limited CRSTL Compliance Positioning System
  • Financial compliance software
  • Intrax ProcedureNet
  • Paisley Cardmap
  • Paisley Focus Control Assurance
  • Paisley RiskNavigator
  • Sage EDP Payroll Tax

Transaction server software

  • Customer information control system CICS
  • Tumbleweed SecureTransport

Data base user interface and query software

  • Data entry software
  • Database software
  • FileMaker Pro
  • Microsoft AccessHot Technology
  • Oracle DatabaseHot Technology
  • Sage 100 Contractor
  • Yardi softwareHot Technology

Cloud-based data access and sharing software

  • Dropbox
  • Google Drive

Medical software

  • Epic SystemsHot Technology
  • Healthcare common procedure coding system HCPCS
  • Medical condition coding software
  • Medical procedure coding software
  • MEDITECH softwareHot Technology

Video conferencing software

  • FaceTime

Word processing software

  • Google DocsHot Technology
  • Microsoft WordHot Technology

Project management software

  • HCSS HeavyBid
  • HCSS HeavyJob
  • Microsoft ProjectHot Technology

Business intelligence and data analysis software

  • IBM Cognos Impromptu

Electronic mail software

  • IBM Notes
  • Microsoft Exchange
  • Microsoft OutlookHot TechnologyIn Demand

Information retrieval or search software

  • LexisNexis

Spreadsheet software

  • Microsoft ExcelHot TechnologyIn Demand

Internet browser software

  • Microsoft Internet Explorer

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Presentation software

  • Microsoft PowerPointHot Technology

Desktop publishing software

  • Microsoft Publisher

Operating system software

  • Microsoft WindowsHot Technology

Enterprise application integration software

  • SAP BusinessObjects Data Integrator

Data base reporting software

  • SAP Crystal Reports

Desktop communications software

  • Skype

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Getting Information

  • Search files, databases or reference materials to obtain needed information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring Processes, Materials, or Surroundings

  • Monitor financial information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Monitor organizational compliance with regulations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

  • Calculate financial data.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Processing Information

  • Verify accuracy of financial or transactional data.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Compile data or documentation.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Reconcile records of sales or other financial transactions.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare cash for deposit or disbursement.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Making Decisions and Solving Problems

  • Calculate costs of goods or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Controlling Machines and Processes

  • Operate office equipment.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Working with Computers

  • Operate computers or computerized equipment.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Convert data among multiple digital or analog formats.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Code data or other information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Documenting/Recording Information

  • Maintain inventory records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Maintain financial or account records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare documentation for contracts, transactions, or regulatory compliance.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Communicating with People Outside the Organization

  • Answer telephones to direct calls or provide information.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Performing Administrative Activities

  • File documents or records.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Execute sales or other financial transactions.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring and Controlling Resources

  • Collect deposits, payments or fees.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Three: Medium Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 20
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.