RoboLedger App

RoboLedger is an AI-native accounting platform that builds a semantic knowledge graph of your financial data, enabling intelligent automation and natural language financial analysis powered by Claude AI.

• Semantic Financial Intelligence: Every transaction connected semantically, preserving relationships and context for AI-powered insights
• Flexible Deployment Options: QuickBooks integration layer, standalone with Plaid bank feeds, or fork and deploy to your own AWS infrastructure
• 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
• Enterprise-Ready: SEC integration, process automation, report sharing, and API key authentication

Core Features

RoboLedger transforms traditional financial data storage from isolated tables into a connected, intelligent system that enables AI agents to understand business context, not just rules.

• Knowledge Graph Architecture: Financial data modeled as a semantic graph preserving relationships and context
• QuickBooks Intelligence Layer: Sync with existing QuickBooks data and add AI automation without changing workflows
• Complete Financial Platform: Direct bank connections via Plaid with built-in double-entry accounting
• SEC Integration: Process SEC XBRL filings with intelligent automation
• Process Automation: RPA tools for automating reporting processes and schedules
• Report Sharing: Create and share reports with shareholders and stakeholders
• API Key Authentication: Secure programmatic access for integrations

Quick Start

Development Environment

# Clone the repository
git clone https://github.com/RoboFinSystems/roboledger-app.git
cd roboledger-app

# Install dependencies
npm install

# Configure environment
cp .env.example .env
# Edit .env with your API credentials

# Start development server
npm run dev

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

Docker Development

# Build and run with Docker
docker build -t roboledger-app .
docker run -p 3001:3000 --env-file .env roboledger-app

Development Commands

Core Development

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

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

Testing

npm run test            # Run Vitest test suite
npm run test:watch      # Interactive test watch mode
npm run test:coverage   # Generate coverage report

Prerequisites

System Requirements

• Node.js 22+ (LTS recommended)
• npm 10+ or yarn 1.22+
• 4GB RAM minimum
• Modern browser (Chrome, Firefox, Safari, Edge)

Required Services

• RoboSystems API endpoint (production or development)
• Intuit Developer account (for QuickBooks OAuth)
• Optional: AWS account for production deployment

Architecture

Application Layer

• Next.js 15 App Router with React Server Components for optimal performance
• TypeScript 5 for type safety and developer experience
• Flowbite React Components with Tailwind CSS for consistent UI
• RoboSystems Client SDK for API communication and authentication

Key Application Features

Dashboard (/app/(app)/dashboard/)

The primary interface for financial overview:

• Financial Summary: Key metrics and account balances at a glance
• Recent Transactions: Latest activity across all accounts
• AI Insights: Claude-powered analysis of financial trends

Ledger (/app/(app)/ledger/)

Double-entry accounting interface:

• Chart of Accounts: Hierarchical account structure management
• Journal Entries: Create and review journal entries
• Trial Balance: Real-time trial balance with drill-down capability
• Financial Statements: Balance sheet, income statement, cash flow

Reports (/app/(app)/reports/)

Financial reporting and analysis:

• Report Builder: Create custom financial reports
• Report Templates: Pre-built templates for common reports
• Export Options: PDF, Excel, and CSV export
• Scheduled Reports: Automated report generation and distribution

Process Automation (/app/(app)/processes/)

RPA tools for workflow automation:

• Process Designer: Visual workflow builder
• Scheduled Tasks: Automated recurring processes
• Integration Triggers: Event-driven automation

Companies (/app/(app)/companies/)

Multi-company management:

• Company Setup: Configure company settings and preferences
• QuickBooks Sync: Connect and sync with QuickBooks
• Bank Connections: Plaid integration for bank feeds

Core Library (/src/lib/core/)

Shared authentication and utility modules maintained as a git subtree:

• Auth Components: Login/register forms with RoboLedger branding
• Auth Core: Session management and JWT handling
• UI Components: Consistent interface elements across RoboSystems apps
• Contexts: User, company, and credit system contexts

GitHub Actions Workflows

Primary Deployment Workflows

• prod.yml: Production deployment pipeline

  • Manual deployment via workflow_dispatch
  • Deploys to roboledger.ai with S3 static hosting
  • Full testing, build, and ECS deployment
  • Auto-scaling configuration with Fargate Spot

• staging.yml: Staging environment deployment

  • Manual workflow dispatch
  • Deploys to staging.roboledger.ai
  • Integration testing environment

• test.yml: Automated testing suite

  • Runs on pull requests and main branch
  • TypeScript, ESLint, and Prettier checks
  • Vitest unit and integration tests
  • Build verification

• build.yml: Docker image building

  • Multi-architecture support (AMD64/ARM64)
  • Pushes to Amazon ECR
  • Static asset upload to S3

CloudFormation Templates

Infrastructure as Code templates in /cloudformation/:

• template.yaml: Complete ECS Fargate stack with auto-scaling
• s3.yaml: Static asset hosting for CloudFront CDN

Support

• Issues: GitHub Issues
• Discussions: GitHub Discussions
• Wiki: GitHub Wiki

License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

Apache-2.0 © 2025 RFS LLC