What AI already does in finance and accounting

In Anthropic's study Labor market impacts of AI (March 2026), financial and investment analysts sit at 57.2%. People really use AI for 57.2% of the job's core tasks. It doesn't mean 57.2% lost their jobs.

Accountants and bookkeepers aren't on the study's top list, so we quote no figure for them. But all three jobs share a pattern: AI takes the tasks with an answer you can check against a source, like a bank statement, a ledger (the master record of every transaction) or an invoice. In bookkeeping, that's the bank feed (transactions your bank sends into the software).

Hand AI a checkable job

A prompt is the message you send to the AI. This one gives it a checkable job:

Here are 40 routine bank feed lines from March with suggested categories.
For each line, say whether the category fits the bank description.
Flag anything that could be a transfer, a loan payment or personal spending.
Change nothing. I'll check every flag against the bank statement.

Try it