Siba was the most careful voice in the room — and rightly so. The assistant doesn't touch her judgment; it deletes the manual matching and hands every number to her for sign-off. Nothing financial is ever final without her.
The same four hours, sorted into what stays a human decision and what an assistant can carry.
Drawn directly from Siba's logged day — and exactly how the assistant would take each one on.
| Task (from her log) | Time/day | The assistant's move |
|---|---|---|
| Bank & credit-card matching / categorization AI | 60m | A live feed auto-categorized and matched to GST codes and invoices — her hour becomes a ~5-minute review of the exceptions. The demo she confirmed fits her exact need. |
| Accounts payable — code & upload invoices AI | 25m | Reads each invoice, extracts and codes it, and flags anomalies; Siba approves. |
| Accounts receivable — raise & send invoices AI | 25m | Drafts invoices from engagement data and matches incoming payments automatically. |
| Morning email triage AI | 30m | Flags and prioritizes by client, drafts routine replies — a five-minute glance replaces the sort. |
| Daily wrap-up & filing AI | 10m | Auto-files and generates tomorrow's task list. |
| Deep work — complex transaction research Human | 30m | Stays hers — the assistant narrows the field, it doesn't decide. |
| Client & team follow-up Human | 60m | The relationship stays human; the assistant drafts the routine chases. |
Roughly half of Siba's part-time day is repetitive matching and coding — the exact work that produces the fewest errors when a trained assistant does it and a person reviews it.
A bank feed auto-categorized and matched to GST codes and invoices; Siba reviews only the exceptions.
Invoices read and coded, invoices drafted and sent, payments matched — the repetitive half of the books.
It augments the tool she already trusts, rather than replacing it — the question she asked on the call.
Nothing financial is final until Siba approves it. Her caution isn't a hurdle — it's the design principle.
Start here: it's the biggest single time-save in her day, it connects to the QuickBooks workflow she already uses, and she has already seen it work — the lowest-risk, highest-return place to begin.