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
Every graph comes with an AI analyst. Ask in plain English and it generates the Cypher, runs it, and answers with a narrative backed by the data and the query behind it—or drop into direct Cypher yourself. Document search and semantic memory are built into the same console.
Natural Language Queries
Ask questions in plain English and an AI analyst answers with a narrative, the underlying data, and the generated Cypher —ready to inspect and re-run. Examples adapt to each graph's schema.
Real-Time Execution
Monitor query execution with live progress updates, streaming results, and per-query timing, row counts, and credit usage. Direct database queries are always free.
Documents & Memory
Search your graph's document knowledge base and recall semantic memories that persist across sessions—the same context available to Claude over MCP.
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
- • Policies, contracts & workpapers
- • Hybrid semantic search
- • Grounds AI answers
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 and your documents into a queryable knowledge graph for full-cycle ledger management, period close, AI-native financial reporting, and forward planning
Data Integrations
Connect your accounting data and documents into the RoboLedger schema for a unified financial picture.
- QuickBooks OAuth — chart of accounts, journal entries, and transactions
- US-GAAP taxonomy — AI auto-mapping for the chart of accounts
- Document uploads — policies, contracts, and workpapers with hybrid semantic search
RoboLedger Application
- AI-triaged transaction inbox — preview what posts before it hits the GL
- US-GAAP auto-mapping with confidence scores
- Live statements from the ledger, plus a guided period close
- Report Creator — XBRL 2.1 and JSON-LD export
- Plan — statements and assumptions across the actuals/forecast seam
AI Console
- Ask Claude AI questions about your books
- Narrative answers with the data and generated Cypher
- MCP integration for Claude, Claude Code, 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 to publish to stakeholders.
AI-Native Close Workflow
From an AI-triaged transaction inbox to GAAP auto-mapping to guided period close — AI handles the mechanical work at machine speed so humans can focus on judgment.
Close, Then Plan
The closed months feed the forecast directly. Statements and a scenario’s assumptions sit in one grid spanning the actuals/forecast seam — the plan is driven by the ledger, not a spreadsheet copied out of it.
How It Works
Connect
QuickBooks via OAuth, plus your own documents
Triage Inbox
Claude pre-classifies each transaction; preview what posts, then approve
Map to GAAP
AI auto-maps chart of accounts to US-GAAP taxonomy
Review Ledger
Transactions, trial balance, and live statements — no close required
Close Books
Guided period close with XBRL-compliant statements
Report & Plan
Report Creator, Claude AI Console, and forecast scenarios in the Plan grid
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, warrants, options, RSUs
- Portfolios with positions, cost basis, and current valuations — applied as atomic envelopes that roll back on failure
- Receive financial reports shared by your portfolio companies on RoboLedger
SEC Research Console
Claude-powered deep research against 75,000+ XBRL filings from 8,000+ public companies — plain-English questions answered with narrative analysis.
- 10-K and 10-Q financial statements and fundamentals
- Answers backed by the data and the generated Cypher
- Peer comparison and industry analysis
MCP & API Access
Connect Claude, Cursor, and other AI tools to your investment graph over MCP — every portfolio operation is exposed as a tool, so agents read and write.
- Remote MCP endpoint — one URL and an API key header, no install
- Portfolio, position, and security writes as agent-callable tools
- GraphQL and REST APIs with Python and TypeScript SDKs
- API key management for programmatic access
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 brokerage accounts 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 on the roadmap
Research via AI
Ask questions in plain English — AI generates Cypher queries against 8,000+ public company SEC filings
Connect AI Tools
Paste your graph's MCP URL into Claude or Cursor — analyze it and record positions without leaving the chat
Ready to Build Your Knowledge Graph?
Transform your financial data into a semantic layer that AI can truly understand