Role Description
We are engaging Generalist, US Personal Finance contributors to participate in a short-term, paid AI project focused on personal finance. 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.
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This engagement involves completing structured, real-world financial tasks designed to improve AI comprehension of US household budgeting, tax filing, and modern digital finance workflows.
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Compensation is a one-time lump sum payment of $2,535, with eligibility requiring participants to securely connect their US-based financial account(s) via Plaid and complete a minimum of 4 project tasks.
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Contributors must currently reside in the United States, hold US-based financial accounts, and have personally filed a 2025 US federal income tax return.
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Onboarding occurs on a rolling basis, and all project tasks must be completed by Wednesday, October 21, 2026.
Scope of Work
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Complete a series of structured tasks (minimum of 4) simulating genuine US personal finance workflows, including tax filing and household budgeting scenarios.
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Securely connect your US-based financial account(s) via Plaid as part of the project requirements; all personally identifiable information is redacted before downstream use.
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Accurately enter and verify financial data using online banking platforms, financial apps, and basic spreadsheets.
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Follow detailed written instructions to ensure project deliverables meet strict quality and accuracy standards.
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Document step-by-step processes, using clear written communication for each completed assignment.
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Manage your own task pipeline and deliver all outputs by the Wednesday, October 21, 2026 deadline.
Qualifications
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Proficiency with personal finance management, including household budgeting and using digital finance tools.
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Exceptional attention to detail and a methodical approach to data entry and documentation.
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Strong written and verbal communication skills, with an emphasis on clarity and accuracy.
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Demonstrated ability to follow instructions and deliver high-quality work independently and remotely.
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Experience with online banking platforms, financial apps, and basic spreadsheet tools (e.g., Google Sheets, Excel).
How to apply
Apply here with your profile. We will then email you a link to complete your application on the hiring platform — your application is only considered once that final step is done.
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