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Prepare the record, preserve the source

Move documents to review without losing their context.

Prepare bill and document fields, surface low-confidence values and flag possible duplicates while the source remains beside the proposed record.

AccountantsFinance teamsProject managers
Start nowAll agentic stacks
An Indian finance coordinator checking a project bill and supporting records in a site office.
Human-reviewed AI
FieldsPrepared from source
ConfidenceExceptions surfaced
DuplicatesPossible match flagged
Predictable work prepared. Accountable action confirmed.
When a bill reaches the office

A bill arrives as a phone photo, with the site name written only in the message.

The reviewer must identify the vendor, project, amount and possible duplicate before approval can even begin. NIYAM prepares those fields beside the original source.

What the team is checking
Bill photoVendorSite contextPast records
Ready for the teamSource-backed fields ready to check

Finance and project teams spend less time assembling data and more time checking the exceptions that affect approval.

How the stack works

From an incoming document to a reviewer-ready record.

The original file stays visible while NIYAM prepares supported fields and calls attention to uncertainty, missing values and possible matches.

  1. 01

    Capture the document

    Start from a supported bill or project document and retain the original source for checking.

  2. 02

    Prepare the fields

    Extract supported vendor, date, amount, site and line-item information.

  3. 03

    Surface uncertainty

    Highlight missing values, low confidence and possible duplicate records instead of hiding them.

  4. 04

    Review and save

    An authorised person corrects, approves, rejects or requests changes before the record moves on.

What it handles

Less data assembly. More focused review.

Open each capability to understand what is extracted, what is flagged and what can only move forward after an authorised check.

Source-backed extractionAvailable

Keep the document available beside the prepared record during review.

Confidence reviewAvailable

Route uncertain and incomplete fields into a focused review queue.

Duplicate warningAvailable

Surface possible matches before a reviewer creates a second expense or bill record.

Protected saveHuman confirmed

Create the related record only after a permitted reviewer approves the proposed information.

The responsible boundary

Prepared by AI. Decided by the authorised person.

NIYAM keeps permissions, source context and explicit confirmation inside the workflow—not as an explanation added afterwards.

  • The original document remains visible during review.
  • Low-confidence values are clearly distinguished from reliable fields.
  • AI does not approve bills or financial records.
Connected stacks

Keep the next handoff in the same operating system.

Move to the related job without rebuilding the project context.

Cash & CollectionsConnect approved work to cash
Workflow AutomationMake repeatable work dependable
Daily OperationsRun the project day
Start with one workflow

Make document review easier to run and easier to review.

Set up one project, connect the working records and give the team a clear review boundary.

Get NIYAM