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.

A comprehensive advisor for Hospital IT Managers and Digital Health Leaders. This skill guides digital transformation across the entire healthcare lifecycle, focusing on achieving clinical safety, compliance (HIMSS, ONA, JCI), and maximizing operational value. It covers everything from HIS/PEP integration (MV-SOUL, Tasy) and interoperability standards (FHIR, HL7) to advanced security frameworks (NIST, ISO 27001) and legal compliance (LGPD). Ideal for planning digital roadmaps and ensuring high-availability for life-critical systems.

A guide to managing and optimizing costs within the Klaviyo platform. This skill teaches how to audit active profiles, clean up unengaged contacts by suppressing them, implement event sampling for high-volume tracking, and monitor API usage to prevent unexpected billing increases. Ideal for marketing teams focused on maximizing ROI and maintaining a healthy mailing list.

This skill guides users through optimizing corporate travel spending using the Navan platform. It covers analyzing historical booking data via REST API, configuring granular travel policies (flight/hotel caps), enforcing negotiated rates, tracking unused travel credits, and utilizing the Rewards program to maximize savings and ensure compliance for corporate expense management.

This skill provides an advanced guide for configuring robust enterprise governance within Navan. Administrators can define granular role hierarchies (e.g., Global Admin, Department Manager), establish department-specific travel policies (such as max hotel rates or preferred chains), and implement multi-tier, automated approval workflows. Use this when establishing strict policy enforcement and complex approval chains for a large, regulated organization.

This skill generates a comprehensive, professional, and print-ready invoice document. It structures the output with sender and recipient blocks, detailed line items, tax breakdowns, subtotals, and full payment instructions. Use this when documenting bills, invoices, or billing statements for any business transaction.

A comprehensive guide for developing high-impact email marketing campaigns. Covers full lifecycle strategies, including welcome sequences, nurturing workflows, and promotional campaigns. Learn how to optimize deliverability, improve open and click rates, segment audiences, and build effective automation funnels using industry best practices and A/B testing techniques for maximum conversion.

This comprehensive guide serves as an expert resource for maximizing form completion rates across various non-signup business needs, including lead capture, contact requests, checkout flows, and surveys. It covers core CRO principles, field-by-field optimization (e.g., Name, Email, Phone), structuring multi-step forms, improving error handling, and optimizing the final call-to-action button for maximum user conversion.

This guide provides expert CRO strategies for optimizing in-app monetization moments, such as paywalls, upgrade modals, and upsell prompts. It covers the entire user journey from freemium conversion and usage limit management to trial expiration. Learn core principles like 'Value Before Ask' and how to design friction-free, high-converting components to maximize paid adoption.