From fondo-pack
Diagnoses and resolves common Fondo issues including integration sync failures, categorization errors, and R&D credit qualification problems via tables and escalation steps.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packThis skill is limited to using the following tools:
Quick reference for common Fondo platform issues and their resolutions.
Gathers diagnostic info for Fondo support: integration status, transaction discrepancies, R&D credits, tax filings, and reconciliation issues. Useful for sync or financial data problems.
Diagnose and fix common Finta CRM errors including email sync, calendar logging, deal room links, CSV imports, Aurora AI suggestions, automation, and Stripe payments.
Guides solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like QuickBooks, Xero, Wave.
Share bugs, ideas, or general feedback.
Quick reference for common Fondo platform issues and their resolutions.
| Issue | Cause | Solution |
|---|---|---|
| Bank transactions not appearing | Plaid connection expired | Dashboard > Integrations > Re-connect bank |
| Gusto data stale | OAuth token expired (90-day limit) | Re-authorize in Integrations |
| Stripe revenue missing | Webhook not configured | Connect Stripe in Dashboard > Integrations |
| Duplicate transactions | Multiple connections to same bank | Remove duplicate in Integrations |
| Payroll amounts wrong | Mid-period payroll change | Notify Fondo CPA via Dashboard > Messages |
| Error | Fix |
|---|---|
| Software expense marked as Office | Recategorize in Transactions, Fondo learns |
| Contractor marked as Vendor | Ensure 1099 classification matches in payroll |
| Inter-company transfer as Revenue | Mark as Transfer in Transactions |
| R&D expense not flagged | Tag employee/activity as R&D in Dashboard |
| Issue | Cause | Solution |
|---|---|---|
| Credit is $0 | No qualifying W-2 employees | Hire W-2 (not 1099) for R&D work |
| Credit lower than expected | Activities not properly documented | Schedule call with Fondo CPA team |
| Ineligible (>$5M revenue) | Exceeds startup threshold | Credit still available, just not payroll offset |
| Missing contractor hours | Time tracking not connected | Upload contractor time logs manually |
For diagnostic data collection, see fondo-debug-bundle.