https://github.com/robofinsystems/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. Next.js 15+ with complete AWS infrastructure and GitHub Actions CI/CD—fork and deploy to your own AWS account.
https://github.com/robofinsystems/roboledger-app
aws cloudformation financial-data flowbite flowbite-react github-actions graph-api knowledge-graph nextjs robosystems typescript
Last synced: 16 days ago
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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. Next.js 15+ with complete AWS infrastructure and GitHub Actions CI/CD—fork and deploy to your own AWS account.
- Host: GitHub
- URL: https://github.com/robofinsystems/roboledger-app
- Owner: RoboFinSystems
- License: apache-2.0
- Created: 2025-08-10T20:39:55.000Z (8 months ago)
- Default Branch: main
- Last Pushed: 2026-01-14T06:57:14.000Z (2 months ago)
- Last Synced: 2026-01-14T08:24:22.740Z (2 months ago)
- Topics: aws, cloudformation, financial-data, flowbite, flowbite-react, github-actions, graph-api, knowledge-graph, nextjs, robosystems, typescript
- Language: TypeScript
- Homepage: https://roboledger.ai
- Size: 3.09 MB
- Stars: 0
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Contributing: .github/CONTRIBUTING.md
- License: LICENSE
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README
# RoboLedger App
> **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
## Core Features
### Available Now
- **Dashboard**: Financial overview with quick actions
- **Ledger**: Chart of accounts, journal entries, trial balance, and account mappings
- **QuickBooks Sync**: Connect and synchronize with QuickBooks data
- **AI Console**: Natural language and Cypher query terminal with streaming results and MCP integration
- **Entities**: Multi-entity management across all graphs
- **API Keys**: Secure programmatic access with `rlap_` bearer tokens
- **Settings**: User profile and password management
### In Development
- **Reports**: Custom report builder with fact grids, templates, and multi-format export
- **Plaid Connections**: Direct bank feeds for transaction synchronization
- **SEC XBRL**: Process SEC filings with US-GAAP taxonomy data
## Quick Start
```bash
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
```bash
npm run dev # Start development server (port 3001)
npm run build # Production build
```
### Testing
```bash
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
```bash
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
```bash
npm run feature:create # Create a feature branch
npm run pr:create # Create pull request
npm run release:create # Create GitHub release
npm run deploy:staging # Deploy to staging environment
npm run deploy:prod # Deploy to production
```
### Core Subtree Management
```bash
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)
```
### 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)
- Plaid account (for bank connections) — optional
#### Deployment Requirements
- Fork this repo (and the [robosystems](https://github.com/RoboFinSystems/robosystems) backend)
- AWS account with IAM Identity Center (SSO)
- Run `npm run setup:bootstrap` to configure OIDC and GitHub variables
See the **[Bootstrap Guide](https://github.com/RoboFinSystems/robosystems/wiki/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
- Intuit OAuth for QuickBooks integration
- Plaid Link for bank connections
**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
- 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/`
## CI/CD
- **`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
## Support
- [Issues](https://github.com/RoboFinSystems/roboledger-app/issues)
- [Wiki](https://github.com/RoboFinSystems/robosystems/wiki)
- [Projects](https://github.com/orgs/RoboFinSystems/projects)
- [Discussions](https://github.com/orgs/RoboFinSystems/discussions)
## License
Apache License 2.0 - see [LICENSE](LICENSE) for details.
Apache-2.0 © 2026 RFS LLC