Landing: groups and consolidation, the features since the last pass, and the price

public/demos/group.js

@@ -0,0 +1,182 @@
+/*
+ * Spotlight: a group of companies, consolidated. The worksheet fills company by
+ * company, the drafted adjustments are named one at a time, the consolidated
+ * column lands, and a person closes the group's month. Driftline's real August
+ * 2026 worksheet (consolidation-worksheet), rounded to the dollar: Harbor Café
+ * is 70% owned, Pier Market Kiosk 40% on the equity method.
+ */
+import {
+  appChrome,
+  CURSOR,
+  dip,
+  eo,
+  pageHeader,
+  PHONE_APP_CSS,
+  pointer,
+  push,
+  rise,
+  seg,
+  steps,
+  swap,
+} from './kit.js'
+
+const COLS = [
+  ['Roasters', 'mc'],
+  ['Café LLC', 'mc'],
+  ['Harbor Café 70%', 'mc'],
+  ['Combined', ''],
+  ['Adjustments', 'adj'],
+  ['Consolidated', 'con'],
+]
+// Costs read positive and the outside owners' share is deducted, as on the statement.
+const ROWS = [
+  ['Revenues', [135830, 21400, 19600, 176830, -1230, 175600]],
+  ['Cost of revenue', [60000, 5200, 6100, 71300, 0, 71300]],
+  ['Operating expenses', [61738, 9442, 8488, 79668, -1230, 78438]],
+  ['Interest, net', [25, -25, 0, 0, 0, 0]],
+  ['Share of Pier Market 40%', [0, 0, 0, 0, 1080, 1080]],
+  ["Outside owners' share", [0, 0, 0, 0, 1504, 1504]],
+  ['Net income', [14117, 6733, 5012, 25862, -424, 25438], 1],
+]
+const fmt = (v) =>
+  v === 0
+    ? '–'
+    : v < 0
+      ? `(${(-v).toLocaleString('en-US')})`
+      : v.toLocaleString('en-US')
+
+// What each drafted adjustment is, ringed on its cell in turn: [row, note].
+const NOTES = [
+  [
+    0,
+    'Business the companies did with each other: $1,230 out of revenue and expense',
+  ],
+  [
+    4,
+    "Pier Market Kiosk, held 40%: the group's share of its $2,700, not its revenue",
+  ],
+  [
+    5,
+    "Harbor Café's outside owners: 30% of its $5,012, as noncontrolling interest",
+  ],
+]
+const CHECKS = [
+  '4 of 4 companies closed',
+  'Entries drafted',
+  'Nothing unexplained',
+  'Statements tie',
+]
+
+// Column reveal times: the three companies, combined, the adjustments, consolidated.
+const REVEAL = [1.5, 1.8, 2.1, 2.6, 3.3, 7.3]
+const TOTAL = 12.5
+
+const main = `${pageHeader('Live Statements', 'Driftline Coffee Roasters group · August 2026')}
+  <div class="tabs" id="tabs"><span class="tab">This entity</span><span class="tab">Combined</span><span class="tab" id="tc">Consolidated</span><span class="tab" id="tw">Worksheet</span>
+    <span class="badge b-mute" id="dr" style="margin-left:auto">Adjustments</span></div>
+  <div class="ws" id="ws"><div class="hl" id="hl"></div>
+    <table><tr><th>Income statement</th>${COLS.map((c, i) => `<th class="n ${c[1]}"><span class="v" id="h${i}">${c[0]}</span></th>`).join('')}</tr>
+    ${ROWS.map(
+      (r, ri) =>
+        `<tr${r[2] ? ' class="tot"' : ''}><td>${r[0]}</td>${r[1].map((v, ci) => `<td class="n ${COLS[ci][1]}" id="c${ri}_${ci}"><span class="v" id="v${ri}_${ci}">${fmt(v)}</span></td>`).join('')}</tr>`
+    ).join('')}
+    </table></div>
+  <div class="slot">
+    <div class="card note" id="nt"><span class="badge b-v">Drafted by your AI</span><span id="ntx"></span></div>
+    <div class="card gclose" id="gc">
+      <div class="gl"><b>Close the group · August 2026</b>
+        <div class="chk">${CHECKS.map((c, i) => `<span class="badge b-mute" id="k${i}">${c}</span>`).join('')}</div></div>
+      <span class="btn go" id="cp">Close the group</span>
+    </div>
+  </div>`
+
+const css = `
+.ws { position: relative; }
+.ws th { font-size: 12px; padding: 10px 10px; line-height: 1.25; }
+.ws td { padding: 10px 10px; font-size: 16px; }
+.ws td.n { font-size: 15px; white-space: nowrap; }
+.ws .v { display: inline-block; }
+.ws th:first-child, .ws td:first-child { width: 228px; }
+.ws td.adj, .ws th.adj { color: var(--v300); }
+.ws tr.tot td.con { color: var(--f400); }
+.slot { position: relative; height: 96px; margin-top: 16px; }
+.slot .card { position: absolute; inset: 0; padding: 16px 20px; display: flex; align-items: center; gap: 18px; opacity: 0; }
+.note span:last-child { font-size: 18px; }
+.gl b { font-size: 19px; display: block; margin-bottom: 10px; }
+.chk { display: flex; gap: 8px; flex-wrap: wrap; } .chk .badge { font-size: 13px; padding: 5px 10px; }
+.gclose .btn { margin-left: auto; white-space: nowrap; }
+`
+
+function setup(ctx) {
+  const { $ } = ctx
+  ctx.nav('statements')
+  // the figures fade in, not the cells, so the table keeps its rows while it fills
+  const cells = (ci) => [$('h' + ci), ...ROWS.map((_, ri) => $(`v${ri}_${ci}`))]
+  return (t) => {
+    rise($('tabs'), eo(seg(t, 0.1, 0.5)), 12)
+    pointer(ctx, $('cur'), $('tw'), t, 0.6, 1.3)
+    swap($('tc'), t, 1.3, null, null, ['tab on', 'tab'])
+    swap($('tw'), t, 1.3, null, null, ['tab', 'tab on'])
+    REVEAL.forEach((at, ci) => {
+      const p = eo(seg(t, at, at + 0.45))
+      cells(ci).forEach((el) => rise(el, p, 10))
+    })
+    steps(
+      $('dr'),
+      t,
+      [3.3],
+      ['Adjustments', 'Adjustments drafted'],
+      ['badge b-mute', 'badge b-v']
+    )
+    push($('main'), t, TOTAL, 640, 300)
+
+    // The drafted adjustments, one at a time, then the note gives way to the close.
+    const k =
+      t < 3.8 ? 0 : Math.min(NOTES.length - 1, Math.floor((t - 3.8) / 1.15))
+    const at = 3.8 + k * 1.15
+    $('ntx').textContent = NOTES[k][1]
+    $('ntx').style.opacity = String(k > 0 ? dip(t, at) : 1)
+    const noteOn = eo(seg(t, 3.6, 4.0)) * (1 - seg(t, 7.3, 7.7))
+    rise($('nt'), noteOn, 12)
+    ctx.ring($('hl'), $(`c${NOTES[k][0]}_4`), t > 3.8 && t < 7.3 ? noteOn : 0)
+
+    rise($('gc'), eo(seg(t, 7.8, 8.2)), 12)
+    CHECKS.forEach((_, i) =>
+      steps($('k' + i), t, [8.4 + i * 0.3], null, [
+        'badge b-mute',
+        'badge b-good',
+      ])
+    )
+    pointer(ctx, $('cur2'), $('cp'), t, 9.7, 10.3, { from: [-220, 120] })
+    swap($('cp'), t, 10.4, 'Close the group', 'Closed ✓')
+    $('cp').style.opacity = (0.4 + 0.6 * eo(seg(t, 9.3, 9.6))) * dip(t, 10.4)
+  }
+}
+
+// Phone layout: the three companies give way to combined, adjustments and consolidated.
+const phoneCss = `
+.ws .mc { display: none; }
+.ws th:first-child, .ws td:first-child { width: auto; }
+.ws td { font-size: 15px; } .ws td.n { font-size: 14px; }
+.tabs { flex-wrap: wrap; gap: 8px; } .tab { font-size: 13px; padding: 7px 10px; }
+#dr { display: none; }
+.slot { height: 150px; }
+.slot .card { flex-wrap: wrap; gap: 10px; padding: 14px 16px; }
+.note span:last-child { font-size: 16px; }
+.gl b { font-size: 16px; }
+.gclose .btn { margin-left: 0; font-size: 15px; padding: 8px 14px; }
+`
+
+export default {
+  width: 1200,
+  height: 750,
+  total: TOTAL,
+  poster: 11.5,
+  css,
+  html:
+    appChrome({ active: 'statements', main }) +
+    CURSOR.replace('class="cursor"', 'class="cursor" id="cur"') +
+    CURSOR.replace('class="cursor"', 'class="cursor" id="cur2"'),
+  setup,
+  mobile: { width: 720, height: 740, css: PHONE_APP_CSS + phoneCss },
+}

public/demos/render.html

@@ -44,6 +44,7 @@
         'console',
         'close',
         'inbox',
+        'group',
       ]
       const name = new URLSearchParams(location.search).get('demo') || 'hero'
       if (!DEMOS.includes(name)) {

src/app/(landing)/metadata.ts

@@ -4,8 +4,9 @@ import type { Metadata } from 'next'
 export const landingMetadata: Metadata = {
   title: SITE_TITLE,
   description: SITE_DESCRIPTION,
-  // The long tail behind the head terms Intuit owns (2026-09-02 SERP sample); the close
-  // terms left with the old hero.
+  // The long tail behind the head terms Intuit owns (2026-09-02 SERP sample), then the group
+  // terms with search volume (gtm/seo/keywords.md, 2026-10-07; the holding-company and LLC
+  // phrasings read blank); the close terms left with the old hero.
   keywords: [
     'AI-native accounting',
     'QuickBooks MCP server',
@@ -15,6 +16,9 @@ export const landingMetadata: Metadata = {
     'analyze QuickBooks data with AI',
     'benchmark small business against public companies',
     'QuickBooks scenario planning AI',
+    'multi entity accounting software',
+    'multi-entity accounting',
+    'combined vs consolidated financial statements',
     'financial knowledge graph',
     'XBRL reporting',
   ],

src/app/llms.txt/route.ts

@@ -34,7 +34,7 @@ export async function GET() {
     '',
     `> ${SITE_DESCRIPTION}`,
     '',
-    'RoboLedger is a finance layer on top of QuickBooks, not a replacement ledger. It syncs the books into a knowledge graph that Claude, ChatGPT, or any MCP client can query at https://api.robosystems.ai/v1/mcp/roboledger: financial statements, forecasts that roll off actuals, comparisons with public companies from their SEC filings, and a month-end close that is drafted for review. Nothing is written back to QuickBooks until a person posts it. It is built on RoboSystems (https://robosystems.ai), open source under Apache 2.0, by RFS LLC.',
+    "RoboLedger keeps the books of a company or a whole group of companies (a holding company and its LLCs, a franchise operator, a founder with several companies), each with its own chart of accounts and close, and builds the group's consolidated statements from them: the assistant drafts the consolidating entries (eliminations, intercompany balances, noncontrolling interest, equity-method results) and a person posts them. It syncs the group parent's QuickBooks and takes bank feeds for the other companies, into a knowledge graph that Claude, ChatGPT, or any MCP client can query at https://api.robosystems.ai/v1/mcp/roboledger: financial statements, forecasts that roll off actuals, comparisons with public companies from their SEC filings, and a month-end close that is drafted for review. Nothing is written back to QuickBooks until a person posts it. It costs $99 a month per graph on the RoboSystems Standard plan (https://robosystems.ai/pricing). It is built on RoboSystems (https://robosystems.ai), open source under Apache 2.0, by RFS LLC.",
     '',
     '## Product',
     ...PRODUCT_PAGES.map((page) =>

src/app/opengraph-image.tsx

@@ -10,6 +10,6 @@ export default function Image() {
     eyebrow: 'RoboLedger',
     title: 'Connect your books. Ask your AI.',
     subtitle:
-      'Sync QuickBooks into a graph Claude, ChatGPT, or any MCP client can query.',
+      'One company or a whole group, in Claude, ChatGPT, or any MCP client.',
   })
 }

src/components/landing/AgentSurface.tsx

@@ -7,7 +7,7 @@ import FloatingElementsVariant from './FloatingElementsVariant'
  * ship as a screen.
  *
  * Every tool named here is a real, registered MCP tool on a writable
- * roboledger graph — verified against the backend's tool registry, not
+ * roboledger graph, verified against the backend's tool registry, not
  * aspirational. Write operations declared as `OperationSpec`s are
  * auto-generated into MCP tools by the registrar, which is *why* the agent
  * surface runs ahead of the UI: a new operation is callable from any MCP
@@ -16,7 +16,7 @@ import FloatingElementsVariant from './FloatingElementsVariant'
  * Keep this list honest. Before adding a row, confirm the tool is actually
  * registered (an `OperationSpec(name=...)`, or a hand-written tool in
  * `middleware/mcp/tools/`) and that the app genuinely has no UI input for
- * it — several report operations, for instance, are plain REST routes and
+ * it: several report operations, for instance, are plain REST routes and
  * are NOT MCP tools, and schedules ARE authorable in the Closing Book.
  */
 
@@ -33,10 +33,12 @@ const capabilities: { title: string; blurb: string; tools: string[] }[] = [
       'Declare a metric block and its operands once; the Block Explorer computes and charts its standing time series from then on.',
     tools: ['create-information-block', 'compute-metrics'],
   },
+  // Posting Rules (2026-10-21) reviews, edits, approves and switches rules on and off, but
+  // a new rule is still written over MCP, so the card stays and names where it lands.
   {
     title: 'Write an event-handler rule',
     blurb:
-      'Teach the ledger how a new kind of business event should post — the same DSL rows the Inbox reads when it pre-classifies a transaction.',
+      'Teach the ledger how a new kind of business event should post. The rule your AI writes waits in Posting Rules, booking nothing until a person approves it there.',
     tools: ['create-event-handler', 'update-event-handler'],
   },
   {
@@ -76,7 +78,7 @@ export default function AgentSurface() {
           </h2>
           <p className="mx-auto max-w-3xl text-base text-gray-300 sm:text-lg md:text-xl">
             Every write operation on the platform becomes an MCP tool the day it
-            ships. Screens follow where they earn it — so there are things your
+            ships. Screens follow where they earn it, so there are things your
             AI assistant can do today that don&apos;t have a button yet.
           </p>
         </div>
@@ -89,8 +91,9 @@ export default function AgentSurface() {
             label="One AI chat with three companies' books connected, reading each and answering which client needs attention this month."
           />
           <p className="mt-4 text-center text-sm text-gray-400">
-            One connector per set of books, side by side in the same chat. Your
-            AI reads each one and answers across all of them.
+            One connector per set of books, side by side in the same chat. A
+            group&apos;s companies share one; each client gets its own. Your AI
+            reads each one and answers across all of them.
           </p>
         </div>
 
@@ -131,11 +134,12 @@ export default function AgentSurface() {
               </div>
               <p className="text-sm leading-relaxed text-gray-400">
                 Add this address as a connector in Claude, ChatGPT, or any MCP
-                client, sign in, and choose the company. Add it again for each
-                company you look after. It can read your books and drive these
-                tools directly — with you approving each write. No install, no
-                key to paste. The same tools back the in-app AI Console, so
-                nothing is locked behind a desktop app.
+                client, sign in, and choose the books. One connector covers a
+                whole group; add it again for each client you look after. It can
+                read your books and drive these tools directly, with you
+                approving each write. No install, no key to paste. The same
+                tools back the in-app AI Console, so nothing is locked behind a
+                desktop app.
               </p>
             </div>
             <div className="w-full shrink-0 lg:w-auto">