Version 0.3 (Beta) — Core accounting features available, expanding integrations and automation

RoboLedger App is the web interface for AI-native accounting, building semantic knowledge graphs from financial data for intelligent automation and natural language analysis powered by Claude AI.

• Semantic Financial Intelligence: Every transaction connected semantically, preserving relationships and context for AI-powered insights
• QuickBooks Integration: Sync with existing QuickBooks data and add AI automation without changing workflows
• Natural Language Queries: Ask questions in plain English and get instant, intelligent answers about your finances
• AI-Powered Automation: Leverage Claude AI for intelligent financial analysis that understands business context
• Multi-Source Data: QuickBooks, Plaid bank feeds, SEC XBRL filings, and custom datasets
• Enterprise-Ready: SEC integration, process automation, report sharing, and API key authentication

• Dashboard: Financial overview with quick actions and AI insights
• Ledger: Chart of accounts, journal entries, trial balance, and account mappings
• QuickBooks Sync: Connect and synchronize with QuickBooks data
• Console: Interactive Cypher query terminal for graph exploration
• Entities: Multi-entity management across all graphs
• AI Chat: Natural language interface for financial queries and analysis
• API Keys: Secure programmatic access with rlap_ bearer tokens
• Settings: User profile and notification preferences

• Reports: Custom report builder with fact grids, templates, and multi-format export (PDF, Excel, CSV)
• Plaid Connections: Direct bank feeds for transaction synchronization
• SEC XBRL: Process SEC filings with US-GAAP taxonomy element mapping
• Process Automation: Visual workflow builder with scheduled tasks and triggers
• Scheduled Reports: Automated report generation and distribution

npm install              # Install dependencies
cp .env.example .env     # Configure environment (edit with your API endpoint)
npm run dev              # Start development server

The application will be available at http://localhost:3001

npm run dev              # Start development server (port 3001)
npm run build            # Production build

npm run test:all         # All tests and code quality checks
npm run test             # Run Vitest test suite
npm run test:coverage    # Generate coverage report

npm run lint             # ESLint validation
npm run lint:fix         # Auto-fix linting issues
npm run format           # Prettier code formatting
npm run format:check     # Check formatting compliance
npm run typecheck        # TypeScript type checking

npm run core:pull        # Pull latest core subtree updates
npm run core:push        # Push core subtree changes
npm run core:add         # Add core subtree (initial setup)

• Node.js 22+ (LTS recommended)
• npm 10+
• 4GB RAM minimum
• Modern browser (Chrome, Firefox, Safari, Edge)

• RoboSystems API endpoint (local development or production)
• Intuit Developer account (for QuickBooks OAuth)
• Plaid account (for bank connections) — optional

• Fork this repo (and the robosystems backend)
• AWS account with IAM Identity Center (SSO)
• Run npm run setup:bootstrap to configure OIDC and GitHub variables

See the Bootstrap Guide for complete instructions including access modes (internal, public-http, public).

Application Layer:

• Next.js 15 App Router with React Server Components
• TypeScript 5 for type safety
• Flowbite React with Tailwind CSS for UI components
• NextAuth.js for authentication with OAuth providers (QuickBooks)
• RoboSystems Client SDK for API communication

Key Features:

• Dashboard: Financial overview with account balances, recent transactions, and AI-powered insights
• Ledger: Double-entry accounting with chart of accounts, journal entries, trial balance, and account mappings
• Reports: Custom report builder with fact grids, templates, and multi-format export (PDF, Excel, CSV) — in development
• Connections: Data source management for QuickBooks sync, Plaid bank feeds, and SEC filings
• Console: Interactive Cypher query terminal for direct graph exploration
• Entities: Multi-entity management across all graphs with parent/subsidiary relationships
• AI Chat: Natural language interface for financial queries and analysis

Data Integrations:

• QuickBooks: OAuth 2.0 authentication, company data import, transaction sync, automatic trial balance
• Plaid: Bank authentication via Plaid Link, multi-institution support, transaction feeds — in development
• SEC XBRL: CIK lookup, filing downloads (10-K, 10-Q, 8-K), US-GAAP element mapping — in development

Core Library (/src/lib/core/):

Shared modules maintained as a git subtree across RoboSystems frontend apps:

• Auth components (login, register, password reset)
• Session management and JWT handling
• Graph creation wizard and shared components
• Layout, forms, chat, and settings components
• User, company, graph, and credit contexts
• SSE-based background job progress tracking

Infrastructure:

• AWS App Runner with auto-scaling
• S3 + CloudFront for static asset hosting
• CloudFormation templates in /cloudformation/

• prod.yml: Production deployment to roboledger.ai
• staging.yml: Staging deployment to staging.roboledger.ai
• test.yml: Automated testing on pull requests
• build.yml: Docker image building for ECR

• AWS App Runner with auto-scaling
• S3 + CloudFront for static asset hosting
• CloudFormation templates in /cloudformation/

• Issues
• Wiki
• Projects
• Discussions

Apache License 2.0 - see LICENSE for details.

Apache-2.0 © 2025 RFS LLC