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JOB REPORT / 43-3021 · 28 TASKS

Billing and Posting Clerks.

Can AI do the work of Billing and Posting Clerks?

Mostly it works alongside you. Here is what shifts, task by task.

YOUR EXPERIENCE MATTERS

How does this fit your work?

How many tasks do you use AI to assist with at work?

Drag the dot. There’s no wrong answer; it starts at our estimate.

Starting pointOur estimate

The mark shows what’s typical for this job.

The parts of your job AI can already do most of:

  • Compile reports of cost factors
  • Consult sources
  • Answer inquiries regarding rates, routing, or procedures

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A guided certificate program in AI-assisted Billing and Posting Clerks work. It covers the 23 AI-affected parts of your job and ends in a capstone a person reviews.

WHAT WE LOOKED AT

Your job, task by task.

23 of 28 tasks reviewed

This job has 28 core tasks. We went through 23 of them, one at a time.

Task by task, from the work Billing and Posting Clerks actually do. How we describe AI use in each task is our own read of it, not a measurement of whether AI can replace the job.

  1. TASK 01

    Compile reports of cost factors, such as labor, production, storage, and equipment.

    AI DOES

    Pulls data, runs calculations, and formats cost reports automatically

    YOU DO

    Verify the numbers and flag anything that looks off

  2. TASK 02

    Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.

    AI DOES

    Searches documents and databases to pull relevant rates, rules, and tax information in seconds

    YOU DO

    Verify the results and match the right rule to each unique billing case

  3. TASK 03

    Answer inquiries regarding rates, routing, or procedures.

    AI DOES

    Pulls up rate tables, routing rules, and procedure guides to draft clear answers fast

    YOU DO

    Handle edge cases, upset customers, and situations where the rules don't quite fit

  4. TASK 04

    Create billing documents, shipping labels, credit memorandums, or credit forms.

    AI DOES

    Drafts billing documents, fills in form templates, and generates shipping labels from order data

    YOU DO

    Verify totals, catch errors, and approve credit decisions before anything goes out

  5. TASK 05

    Verify accuracy of billing data and revise any errors.

    AI DOES

    Scans records for mismatches, duplicate charges, and missing fields

    YOU DO

    Confirm tricky errors and decide how to fix unusual billing situations

  6. TASK 06

    Post stop-payment notices to prevent payment of protested checks.

    AI DOES

    Auto-fills stop-payment forms, matches check data, and logs notices into billing systems

    YOU DO

    Verify each case is correct before finalizing to avoid wrongful payment blocks

  7. TASK 07

    Keep records of invoices and support documents.

    AI DOES

    Sorts, logs, and organizes invoice records in databases

    YOU DO

    Spot errors, handle unusual cases, and confirm records are correct

  8. TASK 08

    Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.

    AI DOES

    Totals hours and dollars per client, flags unusual entries, and drafts billing reports

    YOU DO

    Review edge cases, confirm accuracy with staff, and approve final invoices before sending

  9. TASK 09

    Contact customers to obtain or relay account information.

    AI DOES

    Drafts emails, sends automated reminders, and flags accounts needing follow-up

    YOU DO

    Handle tricky conversations and build trust with frustrated customers

  10. TASK 10

    Compare previously prepared bank statements with canceled checks and reconcile discrepancies.

    AI DOES

    Matches transactions, spots mismatches, and flags discrepancies between bank statements and canceled checks

    YOU DO

    Investigate unusual gaps and decide how to resolve tricky reconciliation problems

  11. TASK 11

    Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.

    AI DOES

    Calculates discounts, fees, and charges using billing rules and rate tables

    YOU DO

    Verify unusual deals, negotiated terms, and flag errors before finalizing

  12. TASK 12

    Update manuals when rates, rules, or regulations are amended.

    AI DOES

    Drafts updated manual sections and flags outdated language

    YOU DO

    Verify regulatory details and approve final wording

  13. TASK 13

    Review compiled data on operating costs and revenues to set rates.

    AI DOES

    Summarizes cost and revenue data, flags trends, and suggests rate options

    YOU DO

    Weigh business context, fairness, and compliance before setting final rates

  14. TASK 14

    Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.

    AI DOES

    Reads documents, pulls key numbers, and calculates fees automatically

    YOU DO

    Catch errors, handle unusual cases, and confirm charges are fair and correct

  15. TASK 15

    Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.

    AI DOES

    Auto-posts transactions, flags duplicates, and organizes cost records

    YOU DO

    Review unusual entries and apply business judgment to exceptions

  16. TASK 16

    Take orders for imprinted checks.

    AI DOES

    Fills out order forms, captures customer details, and flags missing information automatically

    YOU DO

    Verify account ownership and handle unusual or sensitive customer requests

  17. TASK 17

    Route statements for mailing or over-the-counter delivery to customers.

    AI DOES

    Sorts and schedules statement delivery routing automatically

    YOU DO

    Handle physical mail and serve customers in person

  18. TASK 18

    Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.

    AI DOES

    Pulls account records, drafts error explanations, and flags mismatches

    YOU DO

    Handle the physical check, make judgment calls on disputed errors, and reassure customers directly

  19. TASK 19

    Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.

    AI DOES

    Drafts emails, suggests appointment slots, and tracks supply lists

    YOU DO

    Handle live calls and make judgment calls about priorities

  20. TASK 20

    Verify signatures and required information on checks.

    AI DOES

    Scans check images to spot missing fields or mismatched data

    YOU DO

    Confirm signature authenticity and handle unusual cases with judgment

  21. TASK 21SOURCE-BACKED TASK

    Operate typing, adding, calculating, or billing machines.

    AI DOES

    Handles calculations and data entry automatically

    YOU DO

    Verify results and fix errors

    About this analysis

    61% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

  22. TASK 22SOURCE-BACKED TASK

    Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.

    AI DOES

    Generates invoices from data and templates

    YOU DO

    Review details and handle disputes

    About this analysis

    38% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

  23. TASK 23SOURCE-BACKED TASK

    Resolve discrepancies in accounting records.

    AI DOES

    Flags potential mismatches and suggests corrections

    YOU DO

    Investigate root causes and approve fixes

    About this analysis

    0% · Methodology: exposure-v1 · Analysis date: unavailable · Confidence: medium

START LEARNING AI

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There are 23 short lessons for this job, about 15 minutes each. Each one starts from a task above and teaches the part that stays with you.

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Data sources and attribution

This page includes information from the O*NET 30.3 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. rtwoai has modified all or some of this information. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.

Wage and employment figures are from the U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics (2025). Job outlook is from the BLS Employment Projections program, 2024–34. BLS data are in the public domain. BLS has not reviewed or endorsed this page.

Task collaboration data is from the Anthropic Economic Index, release 2025-03-27, used under the CC BY 4.0 license. Anthropic has not reviewed or endorsed this page.

How we describe AI use in each task is our own characterization, not a measurement of whether AI can replace this job. Microsoft note that their metrics "should not be misconstrued or misrepresented as measuring the ability of AI to replace jobs," and that there is more to an occupation than the sum of its tasks.

Can AI do the work of Billing and Posting Clerks? — rtwoai