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RoboLedger App\n\n\u003e **Version 0.3 (Beta)** — Core accounting features available, expanding integrations and automation\n\nRoboLedger 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.\n\n- **Semantic Financial Intelligence**: Every transaction connected semantically, preserving relationships and context for AI-powered insights\n- **QuickBooks Integration**: Sync with existing QuickBooks data and add AI automation without changing workflows\n- **Natural Language Queries**: Ask questions in plain English and get instant, intelligent answers about your finances\n- **AI-Powered Automation**: Leverage Claude AI for intelligent financial analysis that understands business context\n- **Multi-Source Data**: QuickBooks, Plaid bank feeds, SEC XBRL filings, and custom datasets\n\n## Core Features\n\n### Available Now\n\n- **Dashboard**: Financial overview with quick actions\n- **Ledger**: Chart of accounts, journal entries, trial balance, and account mappings\n- **QuickBooks Sync**: Connect and synchronize with QuickBooks data\n- **AI Console**: Natural language and Cypher query terminal with streaming results and MCP integration\n- **Entities**: Multi-entity management across all graphs\n- **API Keys**: Secure programmatic access with `rlap_` bearer tokens\n- **Settings**: User profile and password management\n\n### In Development\n\n- **Reports**: Custom report builder with fact grids, templates, and multi-format export\n- **Plaid Connections**: Direct bank feeds for transaction synchronization\n- **SEC XBRL**: Process SEC filings with US-GAAP taxonomy data\n\n## Quick Start\n\n```bash\nnpm install              # Install dependencies\ncp .env.example .env     # Configure environment (edit with your API endpoint)\nnpm run dev              # Start development server\n```\n\nThe application will be available at http://localhost:3001\n\n## Development Commands\n\n### Core Development\n\n```bash\nnpm run dev              # Start development server (port 3001)\nnpm run build            # Production build\n```\n\n### Testing\n\n```bash\nnpm run test:all         # All tests and code quality checks\nnpm run test             # Run Vitest test suite\nnpm run test:coverage    # Generate coverage report\n```\n\n### Code Quality\n\n```bash\nnpm run lint             # ESLint validation\nnpm run lint:fix         # Auto-fix linting issues\nnpm run format           # Prettier code formatting\nnpm run format:check     # Check formatting compliance\nnpm run typecheck        # TypeScript type checking\n```\n\n### SDLC Commands\n\n```bash\nnpm run feature:create   # Create a feature branch\nnpm run pr:create        # Create pull request\nnpm run release:create   # Create GitHub release\nnpm run deploy:staging   # Deploy to staging environment\nnpm run deploy:prod      # Deploy to production\n```\n\n### Core Subtree Management\n\n```bash\nnpm run core:pull        # Pull latest core subtree updates\nnpm run core:push        # Push core subtree changes\nnpm run core:add         # Add core subtree (initial setup)\n```\n\n### Prerequisites\n\n#### System Requirements\n\n- Node.js 22+ (LTS recommended)\n- npm 10+\n- 4GB RAM minimum\n- Modern browser (Chrome, Firefox, Safari, Edge)\n\n#### Required Services\n\n- RoboSystems API endpoint (local development or production)\n- Intuit Developer account (for QuickBooks OAuth)\n- Plaid account (for bank connections) — optional\n\n#### Deployment Requirements\n\n- Fork this repo (and the [robosystems](https://github.com/RoboFinSystems/robosystems) backend)\n- AWS account with IAM Identity Center (SSO)\n- Run `npm run setup:bootstrap` to configure OIDC and GitHub variables\n\nSee the **[Bootstrap Guide](https://github.com/RoboFinSystems/robosystems/wiki/Bootstrap-Guide)** for complete instructions including access modes (internal, public).\n\n## Architecture\n\n**Application Layer:**\n\n- Next.js 16 App Router\n- TypeScript 5 for type safety\n- Flowbite React with Tailwind CSS for UI components\n- RoboSystems Client SDK for API communication\n- Intuit OAuth for QuickBooks integration\n- Plaid Link for bank connections\n\n**Core Library (`/src/lib/core/`):**\n\nShared modules maintained as a git subtree across RoboSystems frontend apps:\n\n- Auth components (login, register, password reset)\n- Session management and JWT handling\n- Graph creation wizard and shared components\n- Layout, forms, chat, and settings components\n- Graph, organization, and entity contexts\n- SSE-based background job progress tracking\n\n**Infrastructure:**\n\n- AWS App Runner with auto-scaling\n- S3 + CloudFront for static asset hosting\n- CloudFormation templates in `/cloudformation/`\n\n## CI/CD\n\n- **`prod.yml`**: Production deployment to roboledger.ai\n- **`staging.yml`**: Staging deployment to staging.roboledger.ai\n- **`test.yml`**: Automated testing on pull requests\n- **`build.yml`**: Docker image building for ECR\n\n## Support\n\n- [Issues](https://github.com/RoboFinSystems/roboledger-app/issues)\n- [Wiki](https://github.com/RoboFinSystems/robosystems/wiki)\n- [Projects](https://github.com/orgs/RoboFinSystems/projects)\n- [Discussions](https://github.com/orgs/RoboFinSystems/discussions)\n\n## License\n\nApache License 2.0 - see [LICENSE](LICENSE) for details.\n\nApache-2.0 © 2026 RFS LLC\n","funding_links":[],"categories":[],"sub_categories":[],"project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frobofinsystems%2Froboledger-app","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Frobofinsystems%2Froboledger-app","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frobofinsystems%2Froboledger-app/lists"}