From fondo-pack
Sets up Fondo account and configures integrations with Gusto, QuickBooks, Plaid banks, and expense tools like Brex for automated bookkeeping and R&D tax credits. Triggers: 'setup fondo'.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packThis skill is limited to using the following tools:
Set up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expense tools. Configuration happens through the Fondo dashboard and OAuth connections.
Outlines reference architecture for startup financial operations using Fondo bookkeeping with integrations to Mercury banking, Gusto payroll, Stripe revenue, and reporting outputs.
Guides solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like QuickBooks, Xero, Wave.
Provides freee API references and MCP tools for accounting, HR/payroll, invoicing, project time tracking, sales, and e-signatures. Use to query or operate freee data directly from AI.
Share bugs, ideas, or general feedback.
Set up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expense tools. Configuration happens through the Fondo dashboard and OAuth connections.
| Provider | Connection Type | Data Synced |
|---|---|---|
| Gusto | OAuth 2.0 | Payroll runs, employee data, tax filings |
| Rippling | OAuth 2.0 | Payroll, benefits, headcount |
| ADP | API key | Payroll summaries, tax deposits |
| Justworks | OAuth 2.0 | PEO payroll, contractor payments |
| QuickBooks Payroll | OAuth 2.0 | Payroll journal entries |
| Paychex | Manual upload | Pay stubs, tax forms |
Navigate to Fondo Dashboard > Integrations > Connect Payroll and authorize.
Fondo Dashboard > Integrations > Banking
→ Connect via Plaid (most banks)
→ Or manual CSV upload for unsupported banks
→ Mercury, SVB, Brex, Chase all supported via Plaid
| Tool | What It Provides |
|---|---|
| Brex | Corporate card transactions |
| Ramp | Card spend, reimbursements |
| Expensify | Receipt data, categorized expenses |
| Bill.com | AP/AR, vendor payments |
| Stripe | Revenue data, payouts |
After connecting, verify in Dashboard > Integrations:
| Issue | Cause | Solution |
|---|---|---|
| OAuth expired | Token expiry (90 days typical) | Re-authorize in Dashboard > Integrations |
| Missing transactions | Bank feed lag | Wait 24h or upload CSV manually |
| Duplicate entries | Multiple connections to same account | Remove duplicate connection |
| Sync paused | Provider API change | Contact Fondo support |
After setup, proceed to fondo-hello-world to verify your first financial sync.