Live workspace dashboard
Select a workspace
The dashboard will show inbox, approvals, and activity here.
Finance Review Memory
0 itemsModule Activation
0 activeEnable or pause workspace modules so only the workflows you want stay callable and visible across the dashboard.
Finance Operating Model
3 rolesGravityAgent separates bookkeeping, accounting, and audit responsibilities so the auditor path stays independent.
Sequential Finance Pipeline
0 periodsTrack period-by-period progression from ingestion through audit, and keep the role-based handoffs explicit.
Tax Estimate
ComplianceRun a persisted tax estimate workflow with audit history and human review routing.
LinkedIn Drafting
Professional PresenceDraft LinkedIn posts into a persisted review workflow instead of a one-off text response.
Meeting Booking
Business OpsPrepare booking options, a calendar-ready meeting draft, and a client confirmation note.
Proposal / SOW Drafter
Business OpsDraft a proposal and statement of work from the client brief, scope, and commercials.
Travel Booking
Personal PremiumDraft a travel booking brief, itinerary summary, and checklist for premium personal operations.
Investment Tracking
InvestmentsTrack holdings and save each portfolio snapshot with reviewable rebalancing context.
Expense Submission
Expense ManagerDraft a categorized expense packet and journal suggestion using the new submission endpoint.
Recent Module Workflows
0 runsRecent persisted module runs stay visible here with review state, audit trail context, and oversight shortcuts.
LinkedIn Post Scheduler
0 schedulesRecurring LinkedIn schedules and generated post drafts will appear here.
Schedules
0 postsGenerated Posts
Email Newsletter
Plans
Generated Drafts
Business Email Auto-Responder
0 rulesResponse rules and generated email drafts will appear here.
Rules
0 draftsGenerated Drafts
Client Follow-Up Automation
0 plansRecurring client follow-up plans and generated drafts will appear here.
Active Plans
0 draftsGenerated Drafts
Investment Portfolio
0 positionsRecorded buy and sell transactions will roll up into a live portfolio snapshot here.
Transaction History
0 recordsBuy / Sell Investments
Portfolio OpsRecord stock and mutual fund buys or sells so portfolio performance and realized P&L stay grounded in transactions.
SIP Automation
Recurring InvestmentsCreate recurring investment plans, pause or reactivate them, and generate due SIP buys directly from the dashboard.
Purchase Order Tracker
0 ordersOpen purchase orders, approvals, commitments, and receipt progress will appear here.
Vendor Payment Automation
0 plansRecurring and one-time vendor payment instructions will appear here with due-run automation.
Active Plans
0 draftsGenerated Drafts
Subscription Manager
0 subscriptionsRecurring subscriptions, renewal exposure, and monthly commitment will appear here.
Bill Payment Tracker
0 billsUpcoming bills, overdue exposure, and payment completion state will appear here.
Audit Findings Loop
0 findingsAuditor opens findings, accountant remediates, and auditor verifies or reopens. Audit review stays visible and non-posting.
Agent Learning
0 patternsMIS Reporter
0 runsUpload messy operational data, let GravityAgent structure it, flag anomalies, suggest corrections, and produce dashboard-ready reporting.
Durable Governance
0 activeHuman signoff may only narrow autonomy. Use family or pattern governance to add caution, approved floors, expiry, or revalidation without rewriting observed learning history.
Report Publisher
IdlePublish the current workspace report pack to a local workbook, Google Sheets, or Excel desktop.
Google Sheets Reporting
Not configuredGmail Sync Worker
IdleRun a batch sync to pull staged Gmail messages into the inbox queue.
Workspace Gmail Connection
Not configuredStripe Invoice Sync
IdleSync recent Stripe invoices into the workspace finance feed.
Workspace Stripe Connection
Not configuredExcel Desktop Reporting
Not configuredWhen Excel automation is unavailable, GravityAgent writes the workbook directly and marks the connector as fallback only.
Import Suppliers
Ingest Channel Message
Regulatory Monitor
IdleTrack official-source refreshes, detect rate and procedure changes, and review the latest regulatory update signals.
Live Tax Intelligence
0 jurisdictionsSource-backed tax rate ceilings, freshness signals, and registration coverage derived from the official-source knowledge documents.
Connector Health
0 connectorsConnector Sync History
0 runsRecent sync attempts per workspace connector, including imports, duplicates, and errors.
Workflow Dashboard
general_triagePolicy Controls
0 rulesAdmin Users
0 usersWorkspace Access
0 usersAssign workspace access and explicit finance duties here. Finance roles enforce who can keep books, finalize accounting, and independently audit findings.
Bank Reconciliation Queue
0 unresolvedReview unresolved bank items, confirm likely matches, reject weak suggestions, or mark exceptions for manual follow-up.
Global Finance Connectors
0 connectorsConfigure QBO, Xero, Zoho Books, Tally, and bank statement feeds with the same sync/status surface.
Finance Records
0 recordsSynced accounting and bank data across the configured finance connectors.
Stripe Finance Feed
0 invoicesLatest synced Stripe invoice records for the selected workspace.
Supplier Directory
0 suppliersSupplier coverage, regional mix, and preferred vendors will appear here.
Outbound Outbox
0 messagesApproved email drafts are sent through workspace Gmail when configured, otherwise retained in the outbox.
Pending Oversight
0 itemsInbox
0 messagesUnprocessed items can be pushed into workflow execution directly from here.