Compare

Approval is the control. Preparation is the hours.

Prepare is about 80–90% of the human minutes. Decide is about 10–20%. Booksquire takes the long prepare. The human keeps the short decide: Approve, Edit or Reject.

  • Ink — human still working (prepare)
  • Gold — human decide / approve
  • Teal outline — agent already did it
  • Teal fill — agent coverage
  • Hashed — RPA cannot, falls back to human
  • Empty — this column does not take the work
  • SShort remainder. The decide.
  • MBetween a short decide and a full prepare. No row in this list is marked M.
  • LLong. The prepare is still human work.

Illustrative mix for one mid-market NetSuite entity. Not a timesheet.

Inbox and bills

Watch finance@ and Slack all day

Coverage, not a 90/10 split.

Human

Coverage

Owns

Booksquire

Coverage

Owns — agent is the watch

RPA

Cannot

Turn an invoice PDF into a coded draft bill

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare
Decide

LRules if template, else fallback

Duplicate-bill and vendor match

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare

SRules

Payments

Payment run / bank-file release

Human

Prepare
Decide

Owns

Booksquire

Cannot

RPA

Prepare

Rules / should not

Bank and recs

Propose bank-rec matches

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare

SRules

Finish the rec and lock it

Human

Prepare
Decide

Owns

Booksquire

Cannot

RPA

Cannot

Journals

Draft “September rent” from the lease folder

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare
Decide

LCannot

Post the bill or journal in NetSuite

The decide bar is short in every column. The saving already happened on the draft row above.

Human

Prepare
Decide

Decide only

Booksquire

Prepare
Decide

Cannot

RPA

Prepare

Rules

Master data

Flag dirty vendor / customer / item records

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare

SRules

Close, reporting, tax, audit

Weekly controller brief

Human

Prepare
Decide

LPrepares

Booksquire

Prepare
Decide

SPrepares

RPA

Prepare
Decide

LCannot

Tax opinion, payroll, statutory audit

Human

Owns

Owns

Booksquire

Cannot

RPA

Cannot

Immutable audit of who approved what

Human

Prepare
Decide

LOwns

Booksquire

Prepare
Decide

LOwns

RPA

Prepare

SRules

Illustrative mix for one mid-market NetSuite entity. Not a timesheet.