Dashboard Overview
Debt payoff tracker
Plan from Apr 2026 · Cards ordered by payment due date (this pay cycle first) · Live Tiller balances
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IN / OUT desk
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Financial health
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Agent Training Center
Firm Training Status
ETA: —
Last completed cycle: —
Every 5 minutes
Composite score — last 20 runs
Grok API sessions
Training uses Grok API — speed depends on xAI. Status: Idle
— · 0% · tokens ~0
Modules
Training Log
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Linked Accounts
Tiller (Google Sheets)
Use header Sync Tiller to pull from Google Sheets.
Add manual account
Use for cards or accounts not on Tiller (e.g. JetBlue MC).
Accounts
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Pay Statement Analysis
Upload pay statements (PDF)
Stage files below, review the list, then run batch processing. Progress updates per file.
Drag & drop PDFs here or click to browse
Vault file manager
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Bills & transactions
Upcoming (14 days)
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Transaction explorer
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Recurring obligations (2026+)
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Detection
Uses Tiller outflows
Recurring summary
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Bill actions
Transactions by category (legacy)
Select month and category
Recent (Tiller + Manual)
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Manual Account Uploads
For accounts not supported by Tiller — upload CSV exports from your bank directly.
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Budgeting
Planned irregular expenses
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Reserved in River’s view; matches Tiller merchants after sync.
Card rewards
Which card to use per category (from debt card reward metadata). River uses this when discussing spending.
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Recommended budget (agents)
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Fixed obligations Auto-detected from archive
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Month vs actual
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Debt Payoff Module
Card details
APR, due day, and AMEX Pay Over Time (update from each statement). Saving refreshes the dashboard waterfall.
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Click column headers to sort
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Add Debt
Active Debts
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Payoff Plan (Tiller + card details)
Uses accounts with APR, minimum payment, and due day filled in above. Manual planner debts below are separate.
Puerto Rico Tax Law
Tax dashboard
Spending by category (year)
Category → tax mapping
Reference rules (Quinn)
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Accounting
Month income statement
Audit trail (paginated)
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Security
API Keys Management
Grok API Key (xAI)
Powers LLM-enhanced reasoning across all departments. Get your key at console.x.ai
Tiller — Google Sheets
Service account JSON at
/opt/agent-firm/data/google_credentials.json (or path in .env). Share the Tiller spreadsheet with the service account email.Security Notice
Keys are stored in
/opt/agent-firm/.env on the server.
They are never exposed in chat, logs, or the browser. All API calls are made server-side.
The audit trail records key save events (masked).
Research & Development Department
Mission
Keep the firm running at the highest standards for accounting. R&D scans tax rules, pay stubs, transactions, training scores, and system health — then opens a recommendation queue. Nothing is applied until you approve.
Pending—
Critical—
Implemented (7d)—
Next scan—
Recommendation queue
Sorted: critical → high → medium → low, then newest first.
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Scan activity
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Recently implemented
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Firm Chat