Skill UI

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.

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.

Provides implementation patterns for integrating with the Ramp Developer API. This skill guides developers on using OAuth2 authentication to manage corporate cards, process expense data, and synchronize financial information. Use it when your application needs deep integration with Ramp's financial services.

This guide provides a comprehensive, step-by-step tutorial for setting up OAuth2 client credentials authentication for the Ramp API. It covers obtaining necessary API credentials, configuring the environment for both sandbox and production, and utilizing Python code to successfully acquire an access token and verify connectivity. This is essential for developers needing to integrate financial data, manage corporate cards, or synchronize expense records using Ramp's services.

This guide details implementation patterns for interacting with the Ramp Developer API. It provides instructions on using OAuth2 authentication to manage corporate cards, process expenses, and synchronize financial data. Use this skill when automating complex financial workflows or integrating Ramp's services into a custom application.