Implementation & training for RoboSystems
Great books drive great decisions
We implement RoboLedger and train the people who’ll work in it every day, from the AI chat they already use. AI drafts. Your people approve. They ask, report and plan from day one, and close when they trust it. Investors get their portfolio companies’ filed reports as data, not PDFs. The platform underneath is RoboSystems: open source, on your infrastructure or ours.
Not ready for a call? and we’ll come back within one business day.
Three ways to work with us
Run it across your client book, put your own team on it, or get your portfolio reporting as data. Whichever door, your people hold the pen and we teach them the platform.
Practices: fractional CFOs, bookkeepers & firms
Run RoboLedger across your whole client book. We walk you through the first client on a screenshare and train your staff; you run every client after that. Your clients stay yours.
- -One platform across every client
- -Questions, reports, plans and the close, in the chat you already use
- -The second client is a playbook, not a project
- -We walk you through it; you own the relationship
Finance teams
A controller or accountant who already signs off on the books. We walk your people through setting up RoboLedger on a screenshare, with them on the buttons, then train them to run it. We do not become your controller.
- -A live demo on a full set of books first
- -Questions and reports from day one
- -Forecasts built on your own books
- -The close when you trust it, run by your person
- -No controller yet? We will point you to a practice that runs RoboLedger
Investors
Funds, family offices and holding companies with an interest in many companies. Each company keeps its own books on RoboLedger, run by its own accountant, and their filed reports land in your graph as data, not PDFs. The investor side is early, and we say so: it is where reports land and positions live, not yet where they are valued. The first funds to do this do it with us.
- -Per-company books, run by their own accountants
- -Filed reports arrive as data you can query
- -One graph per company, and one for the fund
- -LP-ready packs you produce
What we actually sell
A live demo first, at no cost. Then fixed-scope work that ends with your people running the platform on their own.
Live demo
Thirty minutes on the real system: a complete set of books, closed and reported, walked through end to end. Costs nothing and touches none of your data. This is how we start.
Teardown
Optional and fixed-fee, once a demo says it’s a fit. We take apart your current close and write down where the platform fits and where it doesn’t, so the implementation is pointed. Platform or not, you keep the plan.
Implementation
Your people set up RoboLedger with us on a screenshare: QuickBooks connected, your chart of accounts mapped to the reporting vocabulary, first reports and a plan, then one real period closed. Your person does every step. Fixed fee per graph, stepped for the second client onward.
Training
Asking, reporting, planning and the close, for the people who sign off; the platform inside the chat they already use; the close playbook. Per cohort for a practice, per seat for a team.
Handover
Your people run the next period without us on the call. We never signed in to your books, so there is nothing to hand back. The second period is yours alone, and it should be.
Custom build
When it is the job: adapters (QuickBooks today; bank feeds, ERP, billing, CRM and custom APIs land as engagements) and bespoke reporting flows, built through the public API with a key you issue, scope and can revoke. Running it in your own AWS account? We guide your team; we never hold your cloud credentials.
Advice
If targeted tooling solves it, we won’t sell you a platform. If you don’t need one at all, we’ll say so.
How engagements work
A live demo comes first and costs nothing. The ladder starts once we both think it’s a fit.
Demo
The platform on a full set of books. Free.
Teardown
Optional, fixed-fee: your current close, taken apart and written up
Implementation
Set up on a screenshare, your people on the buttons
Training
Your controllers and client-facing staff run it end to end
Handover
You run the next period without us. Build work stays available; a controller on retainer does not.
Fixed fees, stated up front. No hourly billing, and no retainer for the close.
Open, auditable, and yours
Most AI-accounting firms sell a black box and promise autonomy they can’t deliver. We do the opposite - because when it’s your books, trust is the product.
See the platform on GitHub01No black box
The platform is open source. Read the code. See exactly how every number is produced, with provenance back to the policy behind it.
02No lock-in
Open formats and a forkable platform. Take it in-house and self-host whenever you like. You will never be stranded by a vendor shutting down.
03No overpromise
AI generates, your people approve. We don’t sell an autonomous accountant that quietly breaks on the hard cases, and we don’t sell a controller on retainer.
04Never the pen
Nobody from Harbinger posts, approves or closes a period on your books, or signs in to them. Setup and training happen on a screenshare with your people at the keyboard. Sign-off is yours, by name.
05Your infra or ours
Run fully managed on our service, or in your own AWS account. Same open platform either way. When it is yours, we stay out of it: we advise, your team operates, and integration work happens through the public API with a key you issue and revoke.
06Advice first, software second
If targeted tooling solves it, we won’t sell you a platform. We’re accountants who deploy AI to fit the problem - and we’ll tell you what you don’t need.
A decade of driving innovation in financial data
Harbinger FinLab is led by Joseph T. French, an inactive CPA who’s spent his career at the forefront of financial data. Formerly a Principal Financial Knowledge Engineer at Workiva, he built innovative financial systems - and he’s an entrepreneur who’s founded multiple companies and served on boards.
So this isn’t a chatbot bolted onto accounting. We build on RoboSystems - our own AI-native financial platform - and run our own books on it: an AI-drafted close, a human controller’s sign-off, GAAP-grade statements. It’s how we run our business, and it’s what we teach.
Proven beyond accounting
Supply FlowQC - an AI supply-chain resiliency product for healthcare - runs on the same RoboSystems platform that runs our books, proving it models any domain, not just accounting.
Let’s get your team running the books that drive decisions
Start with a live demo - a complete set of books, closed and reported, walked through end to end. If it’s a fit, implementation is next, and then you run it.
Not ready for a call? and we’ll come back within one business day.