On a cold call this fall, I asked the operations manager at a food business what they'd want help with. They handle a lot of the finances, and what they described was a spreadsheet that works out the numbers and maybe feeds them straight into QuickBooks. "That would be really handy," they said, and then added, "Personally, I would have to double check its work at first."
I keep coming back to that second sentence. They asked for the whole job done, but only on the condition that they could trust it. If checking the work is slow or awkward, people stop checking, or they stop using the thing, and then it doesn't matter how clever it was.
So the first version of something like that shouldn't hide its work. It should put its numbers next to the spreadsheet they came from and wait for a person to say yes before anything goes into the books. That's how I set up first versions: it drafts, and a person approves. Once the approvals stop needing changes, the owner can decide how much of the checking to let go. Especially when it involves AI and Financials! A deterministic workflow is job 1, build trust is job 2.
If there's a task you'd hand off tomorrow as long as you could check the work first, that's a good place to start, and I can help.