| Client | Jurisdiction | Compliance | Period | Due ▲ | Documents | Status | Partner | Manager | Responsible | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| No data yet — add a client to get started. | |||||||||||
| 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. | |||||||
| Code | Client | Jurisdiction | Entity | Services | Open items | Status | Zoho | Run |
|---|---|---|---|---|---|---|---|---|
＋ No clients yet. Use “Add Client” to create the first one. | ||||||||
| 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. | |||||||||
| 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.
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.
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| Skill | Version | Source | Last changed |
|---|
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.
Integrations
Set by your Ravya AI license. Currently available integrations appear in the Chat settings dialog.
Skills
Skill manifest, versions, and the active skill set are managed in the Chat settings dialog.
Team
Manage users in your firm. Roles: Admin, Operator, Readonly.
| Name | Role | Status | Last login | Actions | |
|---|---|---|---|---|---|
Loading team members... | |||||
Overview
License fleet — managed locally in this tracker.
Expiring soon (≤30 days)
| Firm | Tier | Expires | Days left |
|---|---|---|---|
| — | |||
Recently issued
| Firm | Tier | Issued | Status |
|---|---|---|---|
| — | |||
| Firm | Plan | Clients | Runs | Extra runs | Tokens | 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 plan (add / edit)
| Firm code | Type | Tier | Status | Expires | Created | Last used | ||
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
The plaintext key is shown exactly once at issuance and never stored. Revoke and extend per-row above.
Skill bundles
Skill bundles distributed with this tracker.
| Skill | Version | Size | SHA-256 | Updated |
|---|---|---|---|---|
| Loading… | ||||
Push a new bundle
Pushing a bundle is done via the skill-sync endpoint.
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Admin audit log
Last 100 admin actions taken from this dashboard.
| When | Action | By | Details |
|---|---|---|---|
| Loading… | |||
License stats
Live counts from the local licenses table.
Practice Management
Engagements, time, WIP, billing and AR — connected to your compliance work.