Skill UI

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.

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.

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 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.