ONBOARDING & OPERATING CONTROL

Connect, observe, assist, then operate.

Use this page to onboard a small business or enterprise. Manual/CSV onboarding works now. Live third-party sync activates after the provider credentials are connected.

1. Business setup

Customer type Main finance system Operating mode Human reviewer

SHADOW: NIV recommends only. ASSIST: NIV prepares work for approval. OPERATE: routine approved rules may run; exceptions still require people.

2. Import setup data

Chart of accounts CSV Employees CSV Vendors CSV

3. Systems and integrations

4. Approval policies

Policy name Type Threshold Approver role

5. Ready-to-approve work

What a customer can use today

READY Manual and CSV onboarding, business profile, human reviewer roles, shadow/assist/operate modes, policy setup, finance work queue, approvals/rejections, and shadow-mode accuracy tracking.

NEEDS PROVIDER ACCESS QuickBooks, Xero, SAP, Oracle, NetSuite, Workday and Concur live synchronization. The connector framework is built, but each provider still needs OAuth/API credentials and customer authorization.