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Use cases · Finance

AI skills test for finance hires, on real invoices.

A good finance hire with AI lets it do the reading and still checks the sums. They check the AI’s total against the contracts, and they keep what is confidential out of the summary.

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Try it free on 3 candidates.

Who the finance hire AI skills test is for

  • Finance operations
  • Accountants
  • Procurement and accounts payable

People who check invoices against contracts, reconcile payments and tell the rest of finance what is wrong. Getting the number right matters more than getting it fast. They handle contracts and bank details, so they know what can be shared, and with whom.

LevelJunior to staff

Hiring for FP&A or strategic finance? This task is invoices, not forecasts.Bring your own task

An example AI skills task for finance hires

One of our finance tasks. Your dashboard has the rest, and you can bring your own.

The brief

Find the overbilling

Check last quarter’s 400 supplier invoices against six contracts and find where you are being overbilled.

Then check this quarter’s invoices the same way.

Files
  • 400 supplier invoices
  • Six supplier contracts
  • Last quarter’s payments
Time
  • Deadline Fri 24 Oct
Work in
  • ChatGPT
  • Claude Cowork
  • Where AI goes wrongEvery task has a few spots where AI typically gets it wrong. That’s how you see who checks the work.
  • The part that repeatsAfter last quarter, they check this quarter’s invoices. You see whether they reuse what they built the first time, or start again by hand.
  • TimeYou set it: a deadline, a time limit, or both. We recommend a deadline and no time limit, so they work the way they would in the job.
  • Where they workChatGPT or Claude Cowork, on their own computer or in the browser.
  • All tasks

The AI skills we look for in finance hires

Plus the skills for the job Read from the same task.
  • Reading contract terms
  • Reconciling accurately
  • Handling confidential data

What you get for each finance candidate

Alex MorganFinance operations analyst · Task: Find the overbilling · ChatGPT · 2 h 15 min
Checked by Lemonsignal
72%Good match, one open question
  • Had the AI list the contract terms before matching invoices.
  • Recomputed the total by hand instead of trusting the AI’s.
  • Left confidential details in the summary.
  • Understand Solid Read the six contracts before asking for anything. Turn 2
  • Brief Strong Had it list every price term from the contracts first, then match one supplier at a time. Turn 3
  • Check Strong Recomputed two suppliers by hand against the contracts, and fixed the total. Turns 14, 17
  • Correct Solid Said which contract term the total was missing. Turn 15
  • Sign off Partial A clear summary for the CFO, with the suppliers’ bank details still in it.
  • Reuse Solid Ran this quarter’s invoices with the same prompt.
Skills for the job
  • Reading contract termsAbove the bar
  • Reconciling accuratelyAt the bar
  • Handling confidential dataBelow the bar
How we score AI skills in finance job ads, 2026

Questions about testing finance hires’ AI skills

Is this for accountants or for finance operations?

Both. The task is a reconciliation, which finance operations, accountants and accounts payable all do. For FP&A or strategic finance, bring your own task.

Do candidates need Excel?

They can use it. We read their conversation with the AI tool and the work they hand in.

Can we use our own invoices?

Yes. Bring your own task. Confidential company files stay with your hiring team, the candidate and Lemonsignal.

30 Interview questions to see who’s good with AIStart with the questions for any role, with what a good answer sounds like.

Test how well finance hires use AI.

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Try it free on 3 candidates.