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 extension that unifies QuickBooks transactions, SEC XBRL filings, and banking data into a single, queryable knowledge graph with semantic search and AI memory
QuickBooks Integration
Synchronize your QuickBooks accounting data into the RoboLedger extension for unified reporting and analysis.
- Chart of accounts synchronization
- Journal entries and transactions
- Trial balance import
RoboLedger Application
- Financial report builder
- Ledger and journal management
- Entity data visualization
MCP Agent Access
- Natural language queries
- Claude AI integration
- Cypher query generation
The Vision: Knowledge Graph Driven Financial Reporting
Reports as Structured Data
Unlike traditional PDF reports, RoboLedger creates XBRL-native financial reports that are inherently queryable and comparable across periods.
AI-Native Report Builder
Claude generates financial reports from natural language requests. AI handles the mechanical work at machine speed—humans apply judgment on what matters.
Coming Soon
SEC Filing Import
Import your company's 10-K/10-Q filings by CIK for normalized financial statement analysis
Plaid Banking
Connect bank accounts for automated transaction feeds and reconciliation
XBRL-Native Reports
Generate reports as structured data—comparable, portable, and machine-readable
How It Works
Connect QuickBooks
Securely authenticate with QuickBooks via OAuth to grant RoboLedger read access to your accounting data
Sync to Graph
Data flows into the RoboLedger extension within your company's isolated knowledge graph
Analyze & Report
Use RoboLedger to build reports, or query via MCP agents for AI-powered insights
Securities Research & Investment Analytics
The RoboInvestor extension provides AI-powered securities research and competitive analysis against the SEC Shared Repository with semantic search across filings and disclosures
SEC Shared Repository
Query 115,000+ SEC XBRL filings across 10,000+ public companies for securities research and competitive analysis.
- 10-K and 10-Q financial statements
- Company fundamentals and ratios
- Peer comparison across industries
MCP Agent Access
Natural language queries against the SEC repository via Claude AI and the MCP protocol with semantic memory.
- Ask questions in plain English
- AI-generated Cypher queries
- Semantic memory across sessions
RoboInvestor Application
Web interface for exploring the SEC repository and conducting securities research.
- Chat-based research interface
- Entity exploration and discovery
- Query history and saved searches
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 data from RoboLedger.
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 graph connects it all.
Roadmap: Portfolio Analytics Platform
Expanding RoboInvestor to support personal portfolios, family offices, and institutional investors
Portfolio Sync
Connect brokerage accounts (Schwab, Fidelity) to sync holdings
Market Data
Historical prices, benchmarks, and corporate actions
Performance Analytics
Portfolio returns, attribution, and risk metrics
How It Works
Access Repository
Connect to the SEC Shared Repository containing all public company XBRL filings
Ask Questions
Query in natural language or Cypher—AI translates your questions into optimized graph queries
Get Insights
Receive structured financial data, comparisons, and analysis for your research
Ready to Build Your Knowledge Graph?
Transform your financial data into a semantic layer that AI can truly understand