Skill UI

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 SDK provides production-ready patterns for integrating with Fondo's tax and accounting data. It includes a Singleton Client for authenticated REST calls, robust error wrappers (handling retries and authentication), a Query Builder for flexible API requests, and structured types for parsing transactions, accounts, and reports. It is designed for building reliable internal financial tools.

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.