Skill UI

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.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

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.

This guide details how to install and configure authentication methods for the Flexport API. It covers both static API Keys (bearer tokens) and dynamic OAuth credentials (Client ID/Secret) to secure connections for logistics and supply chain operations. Use this when integrating a new application to read, write, or manage shipment data.

This comprehensive guide provides a structured roadmap for migrating logistics operations from legacy sources (e.g., spreadsheets, old APIs, ERPs) to the modern Flexport API. It details advanced architectural patterns such as the Strangler Fig pattern, product catalog migration, dual-write implementation, and phased cutover strategies, ensuring a smooth and reliable transition for complex supply chain digitization.

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.

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.