We're running a paid study on how financial experts manage complex workflows within standard accounting software. Understanding these daily processes helps us design better tools for handling books, reporting, and reconciliation. The goal of this research is to see firsthand how experienced users navigate and optimize their accounting tasks.
During this remote video interview, you will share your screen and walk us through a typical accounting workflow. We will ask you to demonstrate how you navigate the software to accomplish specific financial tasks. You will also discuss the workarounds you use and highlight areas where the interface either helps or hinders your productivity. The conversation will focus heavily on your real-world usage rather than hypothetical scenarios.
We are looking for practicing accounting professionals who consider themselves power users of QuickBooks. We welcome CPAs, bookkeepers, staff accountants, and fractional CFOs who rely on this software daily. Candidates should be comfortable sharing their screen and explaining the rationale behind their workflow choices.
Walk us through a typical financial workflow via screen share
Explain the steps you take to complete complex accounting tasks
Discuss your pain points and workarounds within the software interface
Answer questions about how you optimize your daily routines
Current accounting professional, bookkeeper, or CPA
Power user of QuickBooks with extensive hands-on experience
Comfortable joining a remote video call and sharing your screen
Ability to articulate the reasoning behind your workflow choices
$70 per task
Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.
Learn more at terac.com or on YouTube at @jointerac
Terac is building the infrastructure layer that connects AI systems with on-demand human expertise.
We believe the future of work is shifting: instead of humans using AI to do most tasks, AI will increasingly do most work with the help of humans. In that world, companies won’t need traditional employees - but they will still need people. Terac powers that future by making high-quality human labor accessible through a single API.
Today, Terac operates as an expert network for frontier research. We handle sourcing, verification, screening, and payouts so partners can instantly access specialized talent for research, evaluation, and data generation. Our platform enables companies to tap into niche expertise on demand while focusing on building their core products.
Backed by $9M from Emergence, SignalFire, Audacious, and Z Fellows, we’re scaling from research tooling into a broader marketplace for the human data economy - building systems for expert matching, pricing, routing, and trust that will define how AI and humans collaborate at scale.
