How an accountant / auditor can use AI, task by task

I work as an accountant / auditor. Part of my job is to prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to process invoices for payment.

Context: We use Epic Systems and MEDITECH software.
Payments: [duties, freight, claims]
Authority: [limits]

Organize a payment checklist. Point out anything missing or inconsistent and suggest a template I can reuse.

I work as an accountant / auditor. Part of my job is to review accounts for discrepancies and reconcile differences.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Area: [accounts, operations, betting]
Rules: [policies, regulations]

Draft an audit program: tests, samples, evidence. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Submission: [type, agency, deadline]
Contributors and documents: [who owes what]

Make a tracker: each required section, owner, status, review step and the agency requirement it meets.

I work as an accountant / auditor. Part of my job is to review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to report to management regarding the finances of establishment.

Information: [irregularities, referrals]
To whom: [manager, investigator]

Draft a concise factual report. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

I work as an accountant / auditor. Part of my job is to confer with company officials about financial and regulatory matters.

Topic: [budget, policy, purchases]
My view: [describe]

Draft talking points and data to bring. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

I work as an accountant / auditor. Part of my job is to examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Process: [financial or information system]
Risks: [fraud, error]

Evaluate controls and suggest improvements. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.

Context: We use Tableau and Alteryx software; the work draws on economics and accounting, law and government and administrative.
Client situation: [no names]
Figures: [income, expenses, debts, assets]

Summarize financial health, ratios, and options. Show formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as an accountant / auditor. Part of my job is to examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Process: [financial or information system]
Risks: [fraud, error]

Evaluate controls and suggest improvements. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.

Context: We use Tableau and Alteryx software; the work draws on economics and accounting, law and government and administrative.
Policy or practice: [selection test, benefits, safety program]
Data: [paste turnover, results, claims, survey results]

Assess whether it's achieving its aim, spot unintended effects, and suggest changes. Note any legal considerations.

I work as an accountant / auditor. Part of my job is to develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.

Context: We use Tableau and Alteryx software; the work draws on economics and accounting, law and government and administrative.
Program or unit: [describe]
Costs and income: [paste]

Build a budget with assumptions and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

I work as an accountant / auditor. Part of my job is to advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.

Context: We use Intuit QuickBooks and Microsoft Word; the work draws on economics and accounting, law and government and administrative.
Topic: [recruiting, EEO, retention]
Audience: [managers, employees]

Explain guidance clearly. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

I work as an accountant / auditor. Part of my job is to audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Records: [paste bills, statements]
Purpose: [cost control, research, review]

Flag unusual items and questions. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to conduct pre-implementation audits to determine if systems and programs under development will work as planned.

Context: We use Microsoft SharePoint and Adobe Acrobat; the work draws on economics and accounting, law and government and administrative.
Process: [financial or information system]
Risks: [fraud, error]

Evaluate controls and suggest improvements. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as an accountant / auditor. Part of my job is to report to management about asset utilization and audit results, and recommend changes in operations and financial activities.

Information: [irregularities, referrals]
To whom: [manager, investigator]

Draft a concise factual report. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.