P

Ravya AI Compliance Tracker

P
Ravya AI Compliance Tracker
— open the Learnings tab to review.
Workspace
Compliances Docs missing Clients Runs Chat Audit log
Practice New
Dashboard Jobs Timesheets WIP Invoices AR Reports Employees Statuses Practice settings
Settings Ravya AI Admin Memory Super-admin
Categories
Overdue
—
Past due date
→
Due This Week
—
Next 7 days
→
Missing Documents
—
Returns blocked on docs
→
Filed This Month
—
Across all clients
→
Waived
—
Intentionally skipped
→
📰 Regulatory updates 0
Never run

    Regulatory updates

    Loading…
    View
    0 selected
    Client Jurisdiction Compliance Period Due ▲ Documents Status
    No data yet — add a client to get started.
    Client Compliance Period Filed date Missing documents
    ✓
    All caught up.
    No completed-but-docs-missing rows.
    Waived items ← Back to compliances
    Client Compliance Period Due date Waived date Waived by Reason
    ⊘
    No items have been waived.
    Use the Waive action on any pending item to skip it deliberately.
    Clients
    Code Client Jurisdiction Entity Services Open items Status Zoho Run
    ＋
    No clients yet.
    Use “Add Client” to create the first one.
    Client Period Vendor Invoice Amount GST Reason Days pending
    ✓
    Inbox zero.
    BookFlow / GstFlow will populate when invoices are held awaiting corrected vendor docs.
    Skill Scope Client Rule Status
    ✓
    No learnings yet.
    They appear on the 1st of each month after a learning review run.
    Run a workflow Tell Ravya AI what to do — e.g., "do bookkeeping for clearhouse for april 2026"
    Queue: — · checking…
    Runs
    ● Live
    Skill Client Workflow Period Started Items Total value Status By
    📚
    No workflow runs yet.
    Runs from BookFlow / TdsFlow / GstFlow / ItFlow / DocFlow / FlowMaster will appear here in real time.
    Usage this month —
    Client Runs Counted runs AI tokens
    No usage recorded for this month yet.

    Your plan includes a fixed number of runs per client per month; additional re-runs are chargeable. Failed runs are never counted.

    No chats yet. Click + New chat to start.
    Select or create a chat

    Ravya AI chat

    Ask FlowMaster to run a skill, look up client data, or post entries.

    • "List Zoho invoices for C006 in April 2026"
    • "Create a sample BookFlow run for C004 Being Zero April"
    • "Run TDS check for Clearhouse Q1 FY2026-27"
    Provider
    —
    Model
    —
    Active skills
    —
    Tokens this chat
    0 in · 0 out
    ₹0.00
    Tools available

    AI Engine settings

    Ravya AI routes every chat through the firm's chosen provider. API keys are encrypted at rest and never returned by the API. Clients pay one bill — they never see the provider invoice.

    Skill updates

    —

    URL: —
    Last sync: — · —
    —
    SkillVersionSourceLast changed
    Integrations on your plan

    Set by your Ravya AI license — read-only here. Contact support to add an integration.

    When Action Entity By Details
    ✓
    No audit entries yet.
    Edits, syncs, and bulk operations will appear here.

    Account

    Your sign-in details for the Ravya AI tracker.

    —

    Change password

    Firm details

    Read from firm_config. Editing UI coming in a later release.

    —
    —
    —
    —
    —

    Queue server

    Ravya AI v0.12 no longer runs an in-tracker AI engine. The "Run BookFlow / TdsFlow / …" buttons enqueue tasks against a local queue server running on the operator's Mac (typically reached via Tailscale). The queue server hands tasks to the Ravya AI Engine via the Task Queue MCP, which writes results back to /pilot-api on this tracker over HMAC.

    Legacy (v0.12 preview)

    These fields configured the now-deprecated central AI gateway. They are kept read-only for one release in case a back-out is needed.

    —
    —

    AI Engine

    Engine, model, and API keys are configured from the Chat view's gear icon. The full AI Engine settings dialog will move here in a future release.

    Open Chat settings

    Integrations

    Set by your Ravya AI license. Currently available integrations appear in the Chat settings dialog.

    Open Chat settings

    Skills

    Skill manifest, versions, and the active skill set are managed in the Chat settings dialog.

    Open Chat settings

    Ravya AI Admin — license server

    Owner-only. Connect this tracker to the AWS license server. The HMAC secret is encrypted at rest and never displayed again.

    Overview

    License fleet, live from the AWS license server.

    Total
    —
    Active
    —
    Expiring ≤30d
    —
    Expired
    —
    Revoked
    —

    Expiring soon (≤30 days)

    FirmTierExpiresDays left
    —

    Recently issued

    FirmTierIssuedStatus
    —
    Subscriber firms

    Provision subscriber firms, set entitlements, reset passwords. The plaintext admin password is shown once at creation — copy or send it before closing the success dialog.

    Code Name Admin email Status Clients Created Actions
    Loading firms…

    Delete is two-step: type the firm code to confirm. Hard delete cascades (admin users + entitlements dropped, audit trail kept). PINNEX itself cannot be suspended or deleted.

    CA firms — usage & billing
    Firms
    —
    Clients run
    —
    Runs
    —
    Tokens
    —
    Billed ₹
    —
    Est cost ₹
    —
    Profit ₹
    —
    FirmPlan ClientsRuns Extra runsTokens Bill ₹Est cost ₹ Profit ₹Margin % Wallet ₹
    Pick a month and refresh.

    Bill = monthly fee + extra-run charges (runs beyond the included count per client per month; failed runs are free). Est cost = AI engine processing cost. Wallets are prepaid — a bill that exceeds the balance is marked low balance instead of creating a receivable.

    Firm detail

    ClientRunsBillableTokens
    —

    Wallet ledger

    WhenKindAmount ₹RefNotes
    —

    Firm plan (add / edit)

    Rates & gateway

    Licenses
    Firm code Email Tier Access Max clients Expires Status Key hash
    Loading…

    The license server stores only a hash of each key — the raw JWT is shown once at issue time. To upgrade, revoke, or validate an existing license, paste its key via Manage by key.

    Skill bundles

    Versions published to S3 and exposed by the license server's manifest.

    SkillVersionSizeSHA-256Updated
    Loading…

    Push a new bundle

    Pushing a bundle requires AWS credentials and is done from the license-server CLI.

    —

    Admin audit log

    Last 100 admin actions taken from this dashboard.

    WhenActionByDetails
    Loading…

    License server health

    Liveness probe against the configured AWS endpoint.

    Checking…
    VIEWING —'S MEMORY AS SUPER-ADMIN. All edits are audit-logged.
    Pick a client to load its memory.

    Practice Management

    Engagements, time, WIP, billing and AR — connected to your compliance work.

    Open WIP
    —
    — hours
    AR Outstanding
    —
    — open invoices
    Hours this week
    —
    —

    Jobs by status

    Top clients by WIP

    View all

    Recent activity

    Log time

    Hours in 0.25h increments

    Your timesheets

    –

    Jobs

    WIP summary

    Invoices

    AR aging

    Download reports

    Timesheet (all)
    Per-entry time with rate snapshot, billable flag.
    Utilization (employee)
    Billable / non-billable / utilization %.
    WIP summary
    Open hours and amount by job + employee.
    Realization
    Billed amount ÷ WIP at billing.
    AR aging
    Open invoices by aging bucket.

    Employees

    Job statuses

    Plan & features

    Firm settings

    GSTINs

    v0.19.2 · local · Ravya AI · Owned & maintained by Pinnex Accounting · All rights reserved · Need help? pinnextax@gmail.com
    —

    Mark past-due as Completed

    These items will be marked Completed (filed) with today as the filed date. Acknowledgement PDFs aren't attached, so each row will show a docs missing pill until the daily 8 AM scan picks up the ack from the client's Acknowledgements folder.

    Loading…

    Waive compliance item

    Waiving marks this item as deliberately skipped. It leaves the Overdue / Due This Week lists and moves to the Waived card. You can reverse this later with Unwaive.

    Add Client

    Identity
    Computed ITR due date will appear here once entity structure is set.
    Accounting platform
    Services to enable

    Issue license

    Signs a new license on the AWS license server. The JWT is shown once on success — copy it before closing.

    Allowed skills *
    JWT
    
        
    
      
    
      
    
        
        
      
    
    
    
  
    

  
  
    
    
    
      
    Manage license by key
    
      
    Paste the license JWT (the raw key, not the hash) to validate, upgrade, or revoke it.
    
      
    
        
        
      
    
      
    
        
        
        
      
    

      
    
        
    
          
          
        
    
        
    
          
          
        
    
        
    
          
          
        
    
        
    Allowed skills — check to replace; leave all unchecked to keep
    
        
    
          
          
          
          
          
          
          
          
        
    
      
    

      
    
        
    
          
          
        
    
      
    

      
    
      
    
        
    Result
    
        
    
      
    
      
    
        
        
      
    
    
    
  
    

  

  
  
    
    
    
      
    Add a new firm
    
      
    Creates the firm record, the admin user, and seeds entitlements. The plaintext password is shown once on the next screen.
    

      
    
        
        
        A-Z, 0-9, underscore or dash. Starts with a letter.
      
    
      
    
        
        
      
    
      
    
        
        
      
    
      
    
        
        
        Leave as auto for a random 16-char password (recommended).
      
    
      
    
        
        
        Required — validated against the Mumbai license Lambda before the firm is created.
      
    

      
    Entitlements
    
      
    
      
    
        Select entitlements above to preview what the firm will get.
      
    

      
    

      
    
        
        
      
    
    
    
  
    

  
  
    
    
    
      
    Firm created
    
      
    Save or send these credentials NOW. Once you close this dialog the password is gone — it is never stored in plaintext on the server.
    

      
    
        
        
    
      
    
      
    
        
        
    
      
    
      
    
        
        
    
      
    

      
    
        
        
    
        
      
    

      
    
        This is the only time the password is visible. Closing this dialog erases it permanently.
      
    

      
    
        
        
      
    

      
    
        
      
    
    
    
  
    

  
  
    
    
    
      
    Edit firm
    
      
    
        
        
        Firm code is immutable.
      
    
      
    
        
        
      
    
      
    
        
        
      
    
      
    Entitlements
    
      
    
      
    
      
    
        
        
      
    
    
    
  
    

  
  
    
    
    
      
    Reset admin password
    
      
    
      
    
        
        
        Leave as auto for a random 16-char password.
      
    
      
    
      
    
        
        
      
    
    
    
  
    

  
  
    
    
    
      
    Suspend firm
    
      
    
      
    
        
        
      
    
      
    
      
    
        
        
      
    
    
    
  
    

  
  
    
    
    
      
    Delete firm
    
      
    
      
    
        
        
      
    
      
    
        
      
    
      
    
      
    
        
        
      
    
    
    
  
    

  
  
    

    


    
  
    
    
    Connect Zoho Books
    
    
    
      
      
      
      
      
      
      
      
      
    
        
    1. Open the consent URL and approve as the client:
    
        
    Open Zoho consent URL
    
        
    2. Paste the auth code into Terminal by running: