RoboSystems Platform
A financial intelligence platform that unifies structured data, searchable documents, and AI memory—where AI doesn't just retrieve information, it understands meaning and context.
Knowledge Graph Management
Connect your financial data sources, maintain semantic relationships, and power AI-native applications. Built on LadybugDB for blazing-fast analytical performance.
RoboSystemsGraphs & Repositories
Manage your graphs and access repositories
AI-Powered Interactive Console
Interact with your knowledge graph using natural language or direct Cypher queries. AI agents search documents, resolve semantic elements, and persist memory across sessions—with real-time execution monitoring.
Natural Language Queries
Ask questions in plain English and let our AI agents translate them into optimized Cypher queries with automatic execution.
Real-Time Execution
Monitor query execution with live progress updates, streaming results, and detailed performance metrics including token usage.
Intelligent Analytics
Get confidence scores, execution times, and optimized query suggestions powered by financial and research AI agents.
Data Architecture & Search
Unify disparate financial data sources into a cohesive, queryable knowledge graph with hybrid semantic search, persistent AI memory, and domain extensions that power advanced analytics and AI-native applications
Data Sources
- • Daily sync
- • Journal entries
- • Chart of accounts
- • 10-K/10-Q filings
- • Financial statements
- • Disclosures
- • Bank transactions
- • Account balances
- • Credit card transactions
- • Portfolios
- • Holdings
- • Trading transactions
Knowledge Graph
Applications
Domain Extensions
Start with the base schema, add RoboLedger or RoboInvestor extensions, then extend with custom nodes and relationships for your domain
Multi-Tenant Isolation
Each company operates in their own isolated knowledge graph—your data never mixes with other organizations
Semantic Hybrid Search
Search across filings, disclosures, and documents with hybrid BM25 full-text and KNN semantic vector matching powered by OpenSearch
Accounting Data Integration & Management
Powered by the RoboLedger schema extension — unifying QuickBooks, Plaid, and SEC XBRL data into a queryable knowledge graph for full-cycle ledger management, period close, and AI-native financial reporting
Data Integrations
Connect your accounting, banking, and regulatory data sources into the RoboLedger schema for a unified financial picture.
- QuickBooks OAuth — chart of accounts, journal entries, and transactions
- Plaid bank feeds — real-time transactions from bank accounts and credit cards
- SEC EDGAR — US-GAAP XBRL taxonomy for account mapping and compliance
RoboLedger Application
- US-GAAP auto-mapping with confidence scores
- Period close workflow with financial statements
- Visual Report Builder — Excel & formatted export
AI Console
- Ask Claude AI questions about your books
- Natural language to Cypher query generation
- MCP integration for Claude Desktop and Cursor
The Vision: Knowledge Graph Driven Financial Reporting
Reports as Structured Data
RoboLedger creates XBRL-native financial reports — inherently queryable, comparable across periods, and ready for SEC filing.
AI-Native Close Workflow
From GAAP auto-mapping to guided period close to visual report builder — AI handles the mechanical work at machine speed so humans can focus on judgment.
How It Works
Connect
QuickBooks, Plaid, and SEC EDGAR via OAuth
Map to GAAP
AI auto-maps chart of accounts to US-GAAP taxonomy
Review Ledger
Transactions, journal entries, and trial balance
Close Books
Guided period close with XBRL-compliant statements
Report & Query
Visual Report Builder and Claude AI Console
Investment Portfolio & AI Research
The RoboInvestor extension tracks investment portfolios and provides AI-powered research against the SEC Shared Repository — connecting your private holdings to public company financial data
Portfolio Management
Track investment portfolios with cost basis, holdings, and valuations for both PE/VC and public market positions.
- PE & VC instruments: SAFEs, KISSes, convertible notes, LLC units, LP interests
- Portfolios with positions, cost basis, and current valuations
- Link private holdings to public company SEC filing graphs
SEC Research Console
Text-to-Cypher AI translates natural language into graph queries against 115,000+ XBRL filings from 10,000+ public companies.
- 10-K and 10-Q financial statements and fundamentals
- AI-generated Cypher queries from plain English
- Peer comparison and industry analysis
MCP & API Access
Connect Claude Desktop, Cursor, and other AI tools directly to your investment graph via the MCP protocol.
- @robosystems/mcp for Claude Desktop and Cursor
- Python and TypeScript client SDKs
- Full REST API access with API key management
The Vision: Unified Investment & Accounting
The Bridge
RoboInvestor connects fund-level investments to underlying company financial and operational data. Your investment in Company X links directly to Company X's SEC filing graph.
From Founders to PE Firms
Whether you're a founder tracking personal investments alongside your business, or a PE firm managing 20+ portfolio companies, the same knowledge graph connects it all.
Roadmap: Portfolio Analytics Platform
Expanding RoboInvestor to support personal portfolios, family offices, and institutional investors
Brokerage Sync
Connect public market accounts via Plaid to sync holdings automatically
Market Data
Historical prices, benchmarks, and corporate actions
Performance Analytics
Portfolio returns, attribution, and risk metrics
How It Works
Track Your Portfolio
Add portfolios and positions — PE/VC instruments today, public market brokerage sync coming via Plaid
Research via AI
Ask questions in plain English — AI generates Cypher queries against 10,000+ public company SEC filings
Connect AI Tools
Use MCP to connect Claude Desktop or Cursor directly to your investment graph for deeper analysis
Ready to Build Your Knowledge Graph?
Transform your financial data into a semantic layer that AI can truly understand