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AI Inbox with human review

Keep prepared AI output separate from approved work.

When assisted document processing is configured, NIYAM can place supported prepared results in a review queue. People compare the source, correct the record and make every consequential decision.

NIYAM Finance Inbox with expenses, approvals, payments due and vendors
No current populated AI Inbox capture is approved. The displayed evidence proves the complete manual Finance Inbox and human approval path that remain authoritative.
The review gap

A suggestion becomes risky when it looks like an approved record.

Provider results can vary with the submitted source. Without a distinct review state, a prepared field or signal can be mistaken for verified project information.

The working sequence

A clear path from capture to responsible action.

Each step keeps the record, its context and the next responsibility visible.

  1. 01

    Continue manually or submit a supported source

    AI is optional; the canonical manual workflow stays complete.

  2. 02

    Prepare when configured

    A configured provider may return supported fields, status or review signals.

  3. 03

    Review the source

    An authorised person compares, corrects, accepts or discards the prepared result.

  4. 04

    Move the verified record

    Only the reviewed canonical record continues to submission or approval.

Inside the feature

What ai inbox covers.

Focused capabilities for the complete workflow, described within their supported operating boundaries.

Separate review queue

Keep supported prepared results apart from approved operational records.

Source and status context

Show the information an authorised reviewer needs to evaluate the item.

Editable preparation

Allow supported prepared values to be corrected or discarded before use.

Complete manual path

Keep finance and report work available when AI is not configured or useful.

NIYAM Approvals centre with pending expense and material decisions
No current populated AI Inbox capture is approved. The displayed evidence proves the complete manual Finance Inbox and human approval path that remain authoritative.
Manual-first proof

Finance and approval remain complete without an AI provider.

The approved current evidence shows the manual Finance Inbox and permission-controlled decision centre. It does not imply provider availability, a populated AI queue or extraction accuracy.

  • No autonomous approval
  • No accuracy promise
  • No provider dependency for manual work
Who does what

A useful record has a responsible next person.

The feature supports the handoff without blurring who records, reviews or receives the information.

01

Accountant

Review supported prepared fields against the source or continue with manual entry.

02

Project manager

Review supported prepared report information before it becomes shared output.

03

Owner or Admin

Keep AI optional and consequential decisions permission-controlled.

Human authority

The AI Inbox is a preparation queue—not an approval authority.

Actual results depend on the source and configured provider. Authorised people remain responsible for corrections, approvals, payments and client communication.

  • Suggestions remain reviewable
  • Manual work never blocks
  • Canonical approvals stay authoritative
Common questions

Questions about ai inbox.

Straight answers about scope, review and responsibility.

Is the AI Inbox required?

No. Supported finance and reporting workflows retain complete manual paths.

Does accepting a prepared item approve it?

No. Review prepares the canonical record; its supported submission and approval workflow remains separate and permission-controlled.

Why is there no populated AI Inbox screenshot?

No current populated capture is approved. This page uses current manual and approval evidence and states that proof boundary explicitly.