Skill UI

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

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 skill manages the end-to-end Navan expense reporting workflow. It allows users to retrieve detailed transaction data via API, automate multi-level approval workflows based on configured policies, and map expenses to specific General Ledger (GL) codes. It is designed to generate journal entry payloads for seamless synchronization with major accounting systems like NetSuite, Xero, and QuickBooks, streamlining financial reconciliation.

This skill provides comprehensive API integration for managing corporate cards, tracking expenses, and synchronizing financial data using the Ramp Developer API. It supports OAuth2 authentication and is ideal for automating accounting workflows, financial reconciliation, and business expense reporting.

A comprehensive tool for BizOps and VMO operators to conduct proactive, multi-dimensional vendor performance audits. It scores SaaS and third-party vendors using weighted criteria (reliability, security, support), tracks SLA compliance to identify potential credit claims, and classifies third-party risk across critical vectors (data, financial, regulatory). Ideal for quarterly vendor health checks and defensible renewal recommendations.

This template transforms complex, multi-source materials (meeting notes, research, product data, financial feedback) into a single, highly structured, actionable one-page memo. It forces the user to distill the core problem, define a clear recommendation, map out tradeoffs, and list actionable next steps, making it ideal for C-level decision-making.

This tool generates comprehensive regulatory compliance reports specifically tailored for financial institutions operating in Japan. It adheres strictly to the guidelines set by the Japanese Financial Services Agency (FSA), ensuring the output is formatted correctly and delivered in Japanese (ja_JP) as mandated by Japanese regulations. Users simply provide the required compliance data and reporting period to generate official, legally compliant reports.

Guidance on Banco Central do Brasil regulations: CMN Resolution 4.893/2021 cybersecurity policy, BCB Resolution 85/2021 IT risk management (GRSIC), Open Finance Brazil data sharing and consent, incident response (PARI), outsourcing requirements, and related penalties. Supports compliance review, policy drafting, and regulatory audits for financial institutions.

Longbridge offers a comprehensive integration for accessing real-time market data, charts, and fundamentals across HK, US, A-share, and SG markets. It supports portfolio analysis, options trading, and sector screening. The tool is trilingual (Simplified Chinese, Traditional Chinese, English) and works via CLI or MCP, ensuring secure read-only access to account information and market insights.