Skill UI

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

A comprehensive checklist to guide businesses through year-end financial closing, tax preparation, and compliance filing. It verifies the synchronization of data from banking, payroll, and expense platforms, ensuring all integrations are active, records are reconciled, and regulatory requirements are met to prevent missed deadlines or audit risks.

This reference architecture outlines a comprehensive financial stack for startups. It centralizes core financial functions—including banking (Mercury), payroll (Gusto), revenue/expense tracking (Stripe/Brex), and advanced bookkeeping/tax services (Fondo)—into a unified data flow. It helps founders and finance teams manage everything from daily transactions to monthly closing, tax filings (like R&D credits), and generating board reports efficiently.

A comprehensive guide detailing the process of migrating bookkeeping and accounting services to Fondo. It covers multiple scenarios, including transfers from DIY solutions, other firms (like QuickBooks, Pilot, Bench), and managing changes in accountants. The guide outlines necessary data preparation (GL exports, bank statements, tax records) and the phased onboarding process to ensure seamless financial continuity for growing businesses.

This specialized skill reviews contracts from a freelancer's perspective. It evaluates agreements using 14 detailed lenses—covering misclassification risk, IP ownership, payment terms, and non-compete clauses—to flag structural imbalances that often favor the client. It helps independent contractors understand potential legal and financial risks within client agreements.

This skill governs the secure ingestion and indexing of enterprise documents from diverse connectors (e.g., Google Drive, Confluence, Jira). Key functions include mandatory PII filtering (stripping emails, phones, SSNs) before indexing, preserving strict permission boundaries, and enforcing data retention policies to ensure compliance with global regulations like GDPR and CCPA.

This skill provides a comprehensive workflow for scheduling social media posts using the Hootsuite REST API. It manages the entire publishing lifecycle: users first upload media (images or videos) to obtain a media ID. Subsequently, the skill uses this ID, along with text content and target profiles, to schedule the post across various social networks. It supports both single and bulk scheduling operations, ensuring efficient content automation.

This skill guides users through optimizing their Hootsuite platform usage and subscription costs. It provides detailed comparisons of various paid plans (Professional, Business, Enterprise) and offers actionable strategies, such as minimizing API calls, right-sizing plans based on profiles, and implementing usage monitoring to ensure cost efficiency.

This comprehensive workflow automates the entire sales journey within HubSpot CRM. It handles lead capture and upserting contacts, creating or retrieving associated companies, and subsequently generating a new deal in the defined sales pipeline. Users can also advance deal stages and log activity notes, ensuring a complete and traceable end-to-end sales process automation. Ideal for implementing robust lead nurturing and sales operations.

This skill provides comprehensive automation for core HubSpot business processes. It manages marketing automation tasks, including creating and updating contact lists, processing form submissions, and executing marketing email campaigns. Furthermore, it handles the full customer support lifecycle by creating, updating, and closing support tickets and follow-up tasks.

This guide provides a deep-dive solution for migrating comprehensive CRM data from various sources (like Salesforce, Pipedrive, or spreadsheets) into HubSpot. It supports data mapping, creating custom properties, and executes robust batch imports via API, ensuring data integrity and seamless re-platforming for marketing and sales workflows.

This guide provides a comprehensive approach to setting up secure webhook endpoints for HubSpot CRM events. It demonstrates best practices for handling real-time data changes, including robust v3/v2 signature verification to ensure data integrity. Furthermore, it implements idempotent logic to prevent duplicate event processing when integrating a custom system with HubSpot's contact, company, or deal records.