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Verify Fondo Setup And Financial Data

fondo-hello-world

jeremylongshore/claude-code-plugins-plus-skills

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.

Intercom Contact Management Workflow

intercom-core-workflow-a

jeremylongshore/claude-code-plugins-plus-skills

This workflow provides comprehensive methods to manage Intercom contacts, covering the full lifecycle from anonymous leads to identified users. Users can create, search, update, merge leads into users, and manage custom attributes and segments. Ideal for building robust CRM features, synchronizing user data, or implementing advanced contact search capabilities in a SaaS application.

Visualize Finance Logic Diagrams

alphaear-logic-visualizer

RKiding/Awesome-finance-skills

This skill specializes in generating visual representations of complex logic flows, particularly within finance. It creates Draw.io XML compatible diagrams, making it ideal for visualizing investment theses, signal transmission chains, or complex financial models for clear communication and analysis.

Attio CRM Record CRUD Operations

attio-core-workflow-a

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive workflow for performing full CRUD (Create, Read, Update, Delete) operations across various Attio records, including people, companies, and deals. This utility supports complex data interactions, advanced filtering, targeted searching, and record linking, making it ideal for automating core CRM data management tasks.

Manage Attio Lists, Notes, and Tasks

attio-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

This skill provides comprehensive API access to manage core Attio workflow components. Users can list and query pipelines, create, update, and delete list entries, track activities via notes, and manage tasks assigned to records. It is ideal for automating complex CRM workflows, sales pipeline management, and activity logging within Attio.

Manage Employee Records In BambooHR

bamboohr-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

This comprehensive workflow manages core employee data within BambooHR. It allows users to handle time off requests, track PTO balances, administer benefits, and manage personal records. Users can upload/retrieve employee files and photos, and check performance goals and training records. Essential for automating HR operations.

Automate CRM Sync And Follow-Up Workflow

fathom-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

End-to-End Fundraising Pipeline Management

finta-core-workflow-a

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive platform for managing the entire fundraising lifecycle. Users can leverage AI to prospect ideal investors, automate outreach campaigns, establish secure deal rooms for document sharing, track due diligence progress, monitor key performance metrics, and finalize funding commitments, all within a single workflow.

Investor Relations and Fund Management

finta-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

Finta is a comprehensive workflow tool designed for managing investor relations post-fundraise. It streamlines the process of sending periodic, data-rich updates (including MRR, ARR, and burn rate) to all investors. Users can track complex cap table changes, model future dilution, and leverage a network feature to find warm introductions, ensuring professional and compliant communication with Limited Partners (LPs).

Finta Pipeline Event Automation and Webhooks

finta-webhooks-events

jeremylongshore/claude-code-plugins-plus-skills

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

Fondo Monthly Financial Close Workflow

fondo-core-workflow-a

jeremylongshore/claude-code-plugins-plus-skills

Automates the core monthly financial close process for Fondo. This workflow guides users through critical tasks including bank reconciliation, transaction categorization, and the preparation of essential financial statements (P&L, Balance Sheet, Cash Flow). It is vital for assessing the company's financial health, preparing materials for board meetings, and facilitating fundraising efforts.

Fondo R&D Tax Credit Workflow

fondo-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

Executes the comprehensive workflow for claiming Research & Development (R&D) tax credits through Fondo. This skill guides users through qualifying R&D expense calculation, prepares the necessary Form 6765, and manages the payroll tax offset process for startups, potentially saving up to $500,000 annually.

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