RoboLedger documentation
Use RoboLedger through Claude, ChatGPT and other MCP clients. Connect QuickBooks, analyze and report on your books, plan, and close the month.
RoboLedger connects your QuickBooks books to Claude, ChatGPT and any other MCP client. You ask questions about your numbers, build reports and forecasts, compare your company with public filers, and when you trust it, close the month. Nothing is written to QuickBooks until you post an entry.
Start here
- Connect your books to Claude: create a graph, connect QuickBooks, add RoboLedger to your AI client.
- What Claude can do with your books: analyze, report, plan, compare, close.
- What RoboLedger needs to work well: current books, a mapped chart of accounts, a fiscal calendar, schedules.
Working with your books
- Reports and sharing: build statements, download them, and share them without sharing the ledger.
- Nothing writes to QuickBooks until you post: what gets written back, and when.
- Close the month with Claude: blockers, drafts, approval and the receipt.
- Troubleshooting: what each message means and what to do.
Building on RoboLedger
RoboLedger runs on the open-source RoboSystems platform. The technical documentation, covering the API, self-hosting and custom integrations, is at robosystems.ai/docs.