Skill UI

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).

This guide provides strategies for optimizing Finta's operational costs during fundraising. It focuses on reducing API call volume, managing seat licenses, and streamlining data synchronization. Learn techniques such as implementing incremental syncing, archiving completed deal rooms, and batching updates to ensure you only pay for active usage.

A comprehensive diagnostic bundle for Finta CRM, designed to collect critical operational data. It checks API connectivity, sync status for fundraising rounds and investor pipelines, and verifies integration health. Use it to troubleshoot sync failures, authentication errors, or to provide detailed support logs to the Finta support team.

A comprehensive guide for setting up the Finta fundraising CRM account. This skill assists users with initial onboarding, connecting critical data sources like Gmail, Outlook, and Google Calendar to automatically track investor communications and meeting activities. It is essential for managing the entire fundraising pipeline, from initial research to closing a term sheet.

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.

A comprehensive guide to diagnose and resolve common operational issues within the Fondo platform. It provides step-by-step solutions for sync failures (bank transactions, payroll data), expense categorization errors, and complex R&D tax credit qualification problems. Ideal for finance teams and small business owners needing to maintain data integrity and compliance.

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.

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.

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.