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Optimize Finta Costs and Usage

finta-cost-tuning

jeremylongshore/claude-code-plugins-plus-skills

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.

Finta CRM Diagnostic Debugger

finta-debug-bundle

jeremylongshore/claude-code-plugins-plus-skills

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.

Finta CRM Setup and Integration Guide

finta-install-auth

jeremylongshore/claude-code-plugins-plus-skills

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.

Finta Fundraising CRM Integration Patterns

finta-sdk-patterns

jeremylongshore/claude-code-plugins-plus-skills

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.

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.

Configure Flexport API Authentication

flexport-install-auth

jeremylongshore/claude-code-plugins-plus-skills

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.

Flexport Migration Strategy Guide

flexport-migration-deep-dive

jeremylongshore/claude-code-plugins-plus-skills

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.

Solving Common Fondo Platform Errors

fondo-common-errors

jeremylongshore/claude-code-plugins-plus-skills

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.

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.

Fondo Cost Optimization and Tax Credits

fondo-cost-tuning

jeremylongshore/claude-code-plugins-plus-skills

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.

Deploy Fondo Financial Dashboard Integration

fondo-deploy-integration

jeremylongshore/claude-code-plugins-plus-skills

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.

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