Skill UI

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.

Collects comprehensive diagnostic information for Fondo support tickets. This bundle checks API connectivity status, filing compliance, integration health (bank/payroll), and detects reconciliation discrepancies. Ideal for troubleshooting complex financial sync errors, tax filing issues, and general platform failures.

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 utility helps manage API rate limits when building parallel integrations with multiple financial providers (Gusto, QuickBooks, Plaid, Stripe). It implements a token bucket algorithm and robust retry strategies to prevent shared-limit conflicts and ensure reliable data synchronization during high-volume processes like month-end reconciliation.

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.

This skill provides comprehensive best practices for securing highly sensitive financial and tax data processed by SaaS platforms, such as handling SSNs, EINs, and bank details. It covers critical security mechanisms including API key lifecycle management, webhook signature verification (HMAC), robust input validation (Zod), and PII redaction to ensure compliance with standards like SOC 2 and industry best practices.

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.

Implement robust, real-time financial workflows by utilizing webhooks from major financial providers. This skill connects services like Stripe (revenue), Gusto (payroll), Plaid (transactions), and Mercury, allowing developers to build automated processes for revenue tracking, payroll cost alerts, and expense monitoring within a unified system.

This guide details how to configure Framer's Continuous Integration/Continuous Deployment (CI/CD) pipeline using GitHub Actions. It covers automated testing for Framer plugins (using Vite/vitest), building, and synchronizing content from a CMS to the Framer site. Use this when setting up robust, automated deployment workflows for Framer projects, ensuring content and code changes are reliably published.

A utility designed to collect comprehensive diagnostic evidence for Framer development issues. It automatically gathers runtime environment details, installed package versions, API connectivity status, and necessary configuration files. Use this when preparing detailed support tickets or troubleshooting persistent bugs related to Framer plugins or server-side APIs.

This guide details how to set up a robust, local development loop for Framer plugins and components. It covers hot-reloading using Vite, writing unit tests with Vitest, and integrating with the Framer Server API. This workflow enables developers to achieve fast iteration cycles, ensuring seamless development from concept to production-ready prototype within the Framer environment.