Skill UI

Guides HR and payroll teams through Odoo HR & Payroll setup: salary structures with computed rules, leave policies, contract alignment, troubleshooting payslip issues, and posting payroll journal entries for accurate accounting.

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.

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.

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 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 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.

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.

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 provides essential implementation patterns and solutions for common API errors encountered when integrating with the RemoFirst platform. It addresses critical functions like global HR management, Employer of Record (EOR), and payroll processing, ensuring stable and compliant data handling for international employment scenarios.

This workflow integrates RemoFirst's core functionalities for global Human Resources (HR), Employer of Record (EOR), and payroll management. It automates the entire employee onboarding lifecycle, including creating employee records, checking country-specific compliance requirements (e.g., required documents like passports, P45), uploading necessary documents, and tracking the overall onboarding status. Ideal for companies managing international workforce compliance and payroll.

This workflow integrates core global HR, EOR (Employer of Record), and payroll functions. It is designed to manage the entire payroll lifecycle, including processing monthly payroll runs, calculating gross and net salaries, managing multi-currency payments, enrolling and updating employee benefits (like health insurance and pension), and generating comprehensive invoices for compliance and accounting purposes. Ideal for companies operating in multiple international jurisdictions.