RoboLedger App

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, SEC XBRL filings, and custom datasets

Core Features

• Dashboard: Financial overview with quick actions
• Ledger: Chart of accounts, journal entries, trial balance, and account mappings
• Period Close: Fiscal calendar bootstrap, close workflow with gate checks, and rule-based pre-close evaluation
• Live Statements: Render balance sheet, income statement, and cash flow directly from the current ledger — no period close required
• Schedules: Recurring journal entry templates with auto-evaluation on close
• Inbox: Event block review for rule violations and pending obligations
• Reports: Custom report builder with fact grids, statement and text-block disclosure rendering, templates, publish lists, and multi-format export
• Plan: Monthly statements and a scenario's assumptions in one grid spanning the actuals/forecast seam, with scenario switching, period windowing, and CSV export
• Block Explorer: Browse Information Blocks through rendered, chart, facts, elements, validation, and rules views, with on-the-fly metric computation
• Mapping Workbench: Configure taxonomy framework mappings with AI suggestions and the automapper operator
• Connections: QuickBooks OAuth sync and SEC XBRL filings
• Entity Detail: Per-entity details and configuration
• Agents: AI agent management with conversation history and tool access
• AI Console: Natural language and Cypher query terminal with streaming results and MCP integration
• Document Search: Full-text and semantic search across uploaded documents and connected sources
• Library: Browse canonical taxonomies, elements, and reference data
• Entities: Multi-entity management across all graphs
• API Keys: Secure programmatic access with rfs-prefixed API keys
• Settings: User profile and password management

Quick Start

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

Development Commands

Core Development

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

Testing

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

Code Quality

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

SDLC Commands

npm run feature:create   # Create a feature branch
npm run release:create   # Create GitHub release
npm run deploy:staging   # Deploy to staging environment
npm run deploy:prod      # Deploy to production

Shared Core Library

Shared components live in the @robosystems/core npm package (repo: robosystems-core). Bump the pinned version to pick up changes:

npm install @robosystems/core@latest

Prerequisites

System Requirements

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

Required Services

• RoboSystems API endpoint (local development or production)
• Intuit Developer account (for QuickBooks OAuth)

Deployment Requirements

• 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).

Architecture

Application Layer:

• Next.js 16 App Router
• TypeScript 5 for type safety
• Flowbite React with Tailwind CSS for UI components
• RoboSystems Client SDK for API communication
• Statement and report rendering via @robosystems/report-components
• Intuit OAuth for QuickBooks integration

Core Library (@robosystems/core):

Shared modules consumed as an npm package 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
• Graph, organization, and entity contexts
• SSE-based background job progress tracking

Infrastructure:

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

Support

• Issues
• Wiki
• Projects
• Discussions

License

Apache License 2.0 - see LICENSE for details.

Apache-2.0 © 2026 RFS LLC