Regulatory updates
| 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. | |||||||||
Compliances due
What is coming, bucketed by due date and split by state.
Delays & on-time rate
Recent history: filed after the due date, plus anything still open past it. Waived and N/A rows are excluded so the rate stays meaningful.
Job coverage
How much of the upcoming workload already has a practice job against it — and how much does not.
| Skill | Client | Period | Started | Items | Amount posted | 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.
—
| 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
Usage & tokens
Every Ravya AI run uses tokens from your firm's balance. Deep Thinking runs use them about 2× faster.
Need more tokens? Top-up packs are available any time — write to your Ravya AI contact.
Firm details
Read from firm_config. Editing UI coming in a later release.
Queue server
Pinnex-internal: the Run buttons enqueue tasks against the Ravya AI processing service. These endpoints are managed by Pinnex — subscribers never need to change them.
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.
Pinnex Tally Bridge — Windows Installer
Install the Pinnex Tally Bridge on the Windows PC where Tally Prime runs. The Bridge connects out to this tracker over HTTPS — no inbound ports, no Tailscale required. You'll need your firm's tally_mcp license key (issued by your CA firm admin) and the exact Tally company name as it appears in Tally Prime.
Skills
Skill manifest, versions, and the active skill set are managed in the Chat settings dialog.
Portal access
Manage who can sign in to the compliance portal, their role (Admin, Operator, Readonly, Billing), and which modules each non-admin user can reach. Admins always have every module — the Modules column shows "All (admin)" for admin rows instead of checkboxes.
| Name | Role | Status | Modules | 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 ₹ | Token bal | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Modules | 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.
Support tickets
Raised from the “Raise a ticket” button in the sidebar. Each one is emailed to the Ravya AI team on submission; a ✉! marker means the email did not go out and this queue is the only copy.
| Ref | Firm | Priority | Module | Category | Summary | Raised by | Created | Status |
|---|---|---|---|---|---|---|---|---|
Loading… | ||||||||
Admin audit log
Last 100 admin actions taken from this dashboard.
| When | Action | By | Details |
|---|---|---|---|
| Loading… | |||
Practice Management
Engagements, time, WIP, billing and AR — connected to your compliance work.
Jobs by status
Top clients by WIP
View allJobs by status
pieOpen WIP by client
top 8Billable vs non-billable
last 30 daysAR aging
days overdueBilled value
last 6 monthsRecent activity
Log time
Hours in 0.25h incrementsYour timesheets
Jobs
Calendar
WIP summary
Invoices
AR aging
Employees
Job statuses
Plan & features
Firm settings
GSTINs
Permissions
Per-employee access to Practice Management featuresPick an employee and tick the features they may use. Firm admins always have full access and can't be restricted. Untouched boxes follow the role default — partners and managers get everything, and only partners (and admins) can add another employee. Changes apply on the employee's next request; no logout needed.