RoboSystems Platform
A knowledge graph platform that transforms your Company's financial and operational data into a unified, AI-ready intelligence layer for advanced analytics and automation
Knowledge Graph Management Platform
Enterprise-grade knowledge graph infrastructure that connects your financial data sources, maintains semantic relationships, and powers AI-native applications. Built on LadybugDB for blazing-fast analytical performance.
RoboSystemsGraphs & Repositories
Manage your graphs and access shared repositories
AI-Powered Interactive Console
Interact with your knowledge graph using natural language or direct Cypher queries. AI agents understand business context and automatically translate questions into optimized queries 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.
Intelligent Graph Schema Architecture
Our proprietary Knowledge Graph technology unifies disparate financial data sources into a cohesive, queryable structure that powers advanced analytics and automated reporting
Data Sources
- • Real-time 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
Daily Processing
Daily data synchronization across all connected sources
Unified Data Model
Single source of truth that connects accounting, investments, reporting, and public datasets seamlessly
AI-Native Design
Built for AI agents with MCP protocol support enabling advanced automation and insights
Accounting Data Integration & Management
Powered by the RoboLedger schema that unifies QuickBooks transactions, SEC XBRL filings, and banking data into a single, queryable Knowledge Graph
QuickBooks
Real-time synchronization of your QuickBooks accounting data into the RoboLedger schema, enabling unified financial reporting and AI-powered analysis.
- Chart of accounts and journal entry synchronization
- Transaction and invoice data import with categorization
- Report generation and analysis
SEC XBRL Filings
Automated ingestion of SEC filings into the RoboLedger reporting schema, creating a queryable repository of financial statements and disclosures.
- Automated 10-K and 10-Q filing downloads
- XBRL fact extraction with dimensional data
- Financial statement taxonomy structures and associations
- US GAAP XBRL Taxonomy support
Banking Data Integration
- Plaid Bank Feeds
- Transaction Import
- Balance Tracking
AI-Native Intelligence
- Autonomous Report Generation
- Multi-Layer Validation Guard Rails
- Claude AI + MCP Integration
RoboLedger Application
- Financial Reports
- Journal Management
- Data Visualization
How RoboLedger Data Synchronization Works
Connect Sources
Securely authenticate with QuickBooks, link bank accounts via Plaid, or configure SEC entity CIKs
Sync to Graph
Data flows into the RoboLedger schema within your company's isolated Knowledge Graph database
Access & Analyze
Use the RoboLedger app to manage data, run reports, or query via MCP agents for AI-powered insights
Investment Data Management & Analytics
Powered by the RoboInvestor schema that organizes portfolios, securities, trades, and market data within your Knowledge Graph for intelligent analysis
Portfolio Data Synchronization
Connect brokerage accounts to sync holdings and transactions
- Portfolio creation and management
- Security master data with FIGI identifiers
- Position tracking with cost basis
Trade & Transaction Import
Import trading history and track investment performance
- Buy/sell transaction recording
- Dividend and split tracking
- Trade date and settlement management
Securities Research
Access SEC filings and company data for research
- SEC repository integration
- Company fundamentals from XBRL
- Cross-reference with holdings
Market Data Integration
Store historical prices and market data
- OHLCV price history storage
- Benchmark data for comparison
- Corporate action adjustments
Knowledge Graph Analytics
Query investment data using MCP agents
- Natural language portfolio queries
- Performance reporting via AI
- Cross-entity relationship analysis
RoboInvestor Application
Web interface for portfolio management
- Portfolio dashboard views
- Holdings and transactions UI
- Basic performance metrics
RoboInvestor Data Architecture
Data Inputs
- • Brokerage account connections (via Plaid)
- • Manual portfolio entries
- • Market data feeds
- • SEC filings (via SEC XBRL Shared Repository)
Graph Schema
- • Portfolios
- • Securities (with FIGI)
- • Holdings
- • Trades transactions
Access Methods
- • RoboInvestor web app
- • MCP agent queries
- • Cypher graph queries (via API)
- • Claude AI integration (via MCP)
Ready to Transform Your Financial Data?
Build your financial knowledge graph with enterprise-grade infrastructure and AI-native capabilities