Skill UI

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

This skill provides a comprehensive solution for deploying containerized financial dashboards and reporting tools. It integrates with Fondo's API to manage tax filings, compliance status, and complex financial reporting across multiple entities. It supports production-grade deployment, including Dockerization, robust health checks, and zero-downtime rolling updates, ensuring reliable operation during critical tax periods.

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.

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 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 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.

This specialized tool guides the formal process of turning a rough invention idea into a comprehensive, patent-ready disclosure. By adhering to the Problem-Solution-Advantage framework, it systematically decomposes the invention into core inventive concepts, supporting features, and optional embodiments, ensuring comprehensive intellectual property protection and a structured claim plan.

This advanced skill audits legal contracts against comprehensive, industry-standard checklists. It identifies critical gaps, including missing universal protections (e.g., limitation of liability, governing law) and type-specific clauses (e.g., NDA, SaaS). The tool rates the urgency of each omission and provides ready-to-insert, compliant clause language, helping users mitigate legal risks before signing.

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.