About Terac: Overview: We are running a paid study to evaluate day-to-day accounting workflows and software usage. We are looking for accounting professionals to walk us through their process using standard industry tools.Availability: 99+ spots leftCompensation: $100 / hrReferral Reward: Earn up to $1,000 per person you refer.Referral Link: https://terac.com/refer/c117b5df?opp=accounting_professionals_workflow_evaluation_studyAbout Platform: Opportunity detail panel We're running a paid study on the daily workflows of accounting professionals. The goal is to understand how practitioners navigate tasks within their primary software environments. Your feedback will directly influence the design of future financial tools and integrations. You will join a remote video call to discuss your current accounting processes. We will ask you to walk through a typical workflow, detailing how you handle common scenarios. You will then react to several concepts designed to streamline these tasks. Finally, we will gather your feedback on potential improvements to existing software interfaces.
About Terac: Overview: We are conducting a paid study to evaluate common accounting workflows and software usage. We need experienced accounting professionals to walk us through how they manage daily financial tasks using standard industry tools.Availability: 99+ spots leftCompensation: $750 / taskReferral Reward: Earn up to $1,000 per person you refer.Referral Link: https://terac.com/refer/3589c2a3?opp=accounting_professionals_evaluation_of_core_workflowsAbout Platform: Opportunity detail panel We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations. During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations.
About Terac: Overview: We are conducting a paid study to evaluate common accounting workflows and software usage. We need experienced accounting professionals to walk us through how they manage daily financial tasks using standard industry tools.Availability: 99+ spots leftCompensation: $750 / taskReferral Reward: Earn up to $1,000 per person you refer.
About Micro1: Job DescriptionRole Title: Personal Finance Expert (UK)Role Type: ContractorLocation: Remotemicro1 is engaging Personal Finance Experts (UK) to contribute to a customer's project focused on household financial workflows and advisory tasks. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. This opportunity is ideal for experienced professionals with deep roots in banking, wealth management, accounting, or tax planning who can clearly communicate complex UK financial concepts. You'll deliver practical insights that reflect the way British households manage savings, pensions, mortgages, and personal taxes, playing a key role in refining the accuracy and relevance of AI-driven personal finance solutions.Scope of WorkComplete real-world personal finance workflow tasks, such as reviewing transactions, budgeting, and account organization, using securely connected UK bank accounts with all personally identifiable information redacted.Apply expert judgment to provide guidance on UK-specific personal finance topics including ISAs, pensions/SIPPs, mortgages, savings, and HMRC Self Assessment, with clear and concise written explanations.Assess and critique AI-generated financial advice against defined rubrics, delivering actionable feedback to improve model performance and reliability.Verify and review financial documentation to illustrate how UK consumers and their advisers manage filing deadlines, account types, and financial decisions.Contribute to the ongoing development and refinement of evaluation rubrics and grading criteria for personal finance outputs.Stay informed on regulatory changes in UK personal tax, pension, and savings legislation that impact project deliverables.Preferred QualificationsFormal education in finance, accounting, economics, or a related discipline (degree or equivalent).4+ years of hands-on experience in personal finance roles focused on UK household matters (ISAs, pensions/SIPPs, mortgages, Self Assessment).Professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning—or experience managing your own advisory or tax practice.Current residence in the United Kingdom and active UK-based personal or business bank accounts.Professional credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, ATT; additional designations like CFA or CTP are a strong plus.Exceptional written communication skills with the ability to translate complex financial topics into accessible language.Experience with rubric-based evaluation or model output review in AI or related fields (desirable but not required).
Personal finance
Finance background
Document handling
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