One toolbox for every tool you use to run the business.
From classifying credit card charges to pricing rents to drafting investor letters — the work you do across a dozen disconnected apps lives here, in one place, with AI partners built in.
Why we built this
Work was scattered. Now it isn’t.
RiverWest work currently lives across spreadsheets, AppFolio, email, PDFs, shared drives, and Slack threads. The Toolbox brings the repeatable parts into one place so people spend less time hunting, re-keying, guessing, and waiting.
Before
After
RiverWest Toolbox
One place. Less hunting, re-keying, guessing, and waiting.
What’s inside
Every tool, one place
Click any card to learn more.
Each tool is built for the day-to-day workflow it serves. Some are AI-assisted, some are spreadsheets you wish were apps, all of them share the same chart of accounts, property list, and people directory.
Travel Reimbursement
Log trips. Get reimbursed. Done.
Credit Card Expenses
Classify, attach receipts, get approvals.
CoraLowe's Expense
Hardware-store invoices, classified line by line.
CoraRemi — AI Pricing
Virtual property manager assistant for rent pricing.
RemiInvestor Letter AI
Drafted, refined, and approved with Penn.
PennDebt Schedule
Replaces the debt spreadsheet — for good.
MattyGL Blueprint
The chart of accounts, single source of truth.
CoraVendor Contracts
Compare contracts side-by-side with Lexi.
LexiWho it’s for
Built for every part of the operation.
The Toolbox supports the day-to-day for every team that keeps RiverWest running — not a niche audience, not a single department. Each role gets the tools it needs assigned automatically.
Property Management
Pricing, leasing, manager approvals, day-to-day reimbursements.
Tools they touch
Remi · Travel · Credit Card · Lowe's
Maintenance
Field purchases, hardware-store invoices, classified per-line and routed.
Tools they touch
Lowe's · Credit Card · Travel
Accounting & Finance
Chart of accounts, exports, investor letters, debt tracking, audit history.
Tools they touch
GL Blueprint · Investor Letters · Debt Schedule
Operations Leads
Tune the engine, set the policy, see what the portfolio is doing.
Tools they touch
Remi · Debt Schedule · Vendor Contracts
Plus Admins, Approvers, and Leadership — each with the right level of access for their role.
Built-in AI partners
Five assistants. Each with one job.
Each AI lives inside the tool where it’s most useful — reading your data in real time, citing sources, and asking follow-up questions when something is genuinely ambiguous. The AI helps; the decisions stay with you.
Cora
Helps you code expenses
Lives in
GL Blueprint · Credit Card · Lowe's
Remi
Helps review and price rents
Lives in
Remi
Matty
Helps track debt and refis
Lives in
Debt Schedule
Lexi
Helps read and compare contracts
Lives in
Vendor Contracts
Penn
Helps draft investor letters
Lives in
Investor Letters
Help built into every page
You shouldn’t need a manual to use the toolbox.
Three pieces of guidance are built into every tool, every page, and every role — so the answer to “how does this work?” is always one click away.
Training Center
Bite-sized courses for every tool, with role-specific tracks woven in. Property Managers and Operations Leads see different modules in the same Remi course. Required courses gate access until complete; optional courses are always there when you need a refresher.
- Role-aware modules + quizzes
- Progress tracked per user
- Annotated visuals on every page
Quick Start Guide
The first time you open a tool, an interactive guide walks you through the workflow tailored to your role within that tool. Reopen it from the help icon in the header any time you need a refresher.
- Customized to your role
- Auto-opens on first visit
- Interactive — try things as you learn
Page-aware Help
A help icon sits in the header on every page. Click it and get a focused breakdown of what’s on the screen — what each control does, what the badges mean, and tips for the role you’re in. Content updates automatically as you move between pages.
- Unique content for every page
- Role-aware tips
- Always one click away
One inbox for the whole toolbox
Toolbox + tool alerts, all in one place.
You shouldn’t have to check five tools to know what’s on your plate. Your dashboard’s action center, the notification bell, the daily digest, and admin broadcasts all pull from the same pending-work feed — so the toolbox tells you what needs attention without hunting for it.
Dashboard Action Center
The first thing you see when you sign in — a prioritized list of every open item across the tools you use, color-coded by urgency (red = overdue, amber = due soon) and ordered with the most pressing item at the top. Click any row to jump straight to the work.
- Urgency-sorted across all tools
- Snooze rows for later
- Splits “you” vs. “waiting on others”
Notification Bell
Every alert from every tool lands in the bell at the top of the page — credit card transactions to classify, mileage reports to approve, rent recommendations from Remi, debt instruments approaching maturity, training courses assigned. Click an item to jump straight to where the work happens.
- Live count + grouped by tool
- Urgent items marked red
- Per-alert-type mute (admin)
Daily Digest Email
Every weekday morning, your open action items are rolled up into a single email — most-urgent first, with one-click links straight back to the right page. If the bell shows nothing actionable, no email goes out.
- Urgency-sorted action items
- One-click back to the source
- Per-user opt-out
Admin Broadcasts
Admins can send messages to everyone, to a specific tool’s users, or to hand-picked individuals — read in the bell, optionally delivered urgently by email. Useful for outage notices, policy updates, or new-feature announcements that the whole company needs to see.
- Targeted by tool, role, or user
- Urgent broadcasts also email
A peek at the bell
Everything you need to do, in one stack.
Click the bell icon in the header from anywhere in the toolbox. Items group by tool with the urgent ones bubbled to the top. Mute alerts you don’t need; clear the rest as you go.
3 transactions returned for correction
Credit Card · urgent
2 mileage reports awaiting approval
Travel
Maple Court · 4 pending recommendations
Remi
New required training assigned
Training Center
Quarterly close timeline updated
Admin broadcast
How it works
From invite to accountability.
Structured workflows, shared data, approvals, exports, training, and alerts — with AI embedded inside the work, not bolted on the side.
Get invited
Toolbox access is invite-only. An admin grants you the tools your role uses.
Open your toolbox
Land on your dashboard. The tools you need are added to your account automatically — and when your role changes or new tools are built, they show up there without you having to ask. Each tool's card carries an action-item count in the corner, so a glance at the dashboard tells you what's waiting.
Do the work
Log trips, classify charges, review reports, run exports — the per-card counts plus a prioritized status line surface the most-pressing items first (red = overdue, amber = due soon) and link straight into the next thing to handle. The bell and daily digest catch anything that slips.
Work gets cleaner
Shared data, approvals on record, exports ready for accounting. AI suggestions surface inside the workflow and are reviewed before anything is approved, exported, or sent — the work gets cleaner, faster, and more accountable.