Skill UI

This guide walks users through verifying the complete setup of their Fondo account. It covers essential financial checks, including synchronizing bank transactions, reviewing automated transaction categorization (payroll, software, office), and confirming eligibility and data needed for R&D tax credits. Use this when initially setting up or auditing your core financial data flow.

This skill establishes CI/CD pipelines for complex financial workflows, including expense tracking, budget alerts, and compliance reporting for startup accounting (Fondo). It runs comprehensive unit and integration tests on every pull request and main branch merge, validating data transformation, monitoring filing deadlines, and ensuring live API connectivity to maintain financial data integrity and compliance.

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.

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.

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.

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.

A comprehensive workflow for developing and testing financial applications integrated with Fondo. It enables developers to simulate or parse real Fondo exports (CSV/Accounting tools) locally, providing a fast feedback loop for building dashboards, calculating R&D credits, and analyzing burn rates without relying on live API connectivity. Supports mock data for rapid iteration and real export parsing for production validation.

This guide provides comprehensive strategies to optimize financial workflows within the Fondo system. Key areas covered include accelerating the month-end close process through auto-categorization rule setup, streamlining vendor communications with CPAs via batch processing, and implementing efficient data export caching mechanisms. It is designed to help finance teams achieve faster, more accurate, and highly automated financial reporting.

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.