From fondo-pack
Outlines reference architecture for startup financial operations using Fondo bookkeeping with integrations to Mercury banking, Gusto payroll, Stripe revenue, and reporting outputs.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packThis skill is limited to using the following tools:
Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.
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'.
Provides reference architecture for fundraising ops with Finta CRM, including Gmail/Stripe/Zapier integrations and Python reporting. Useful for VC/fund managers building pipelines.
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.
Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.
┌─────────────────────────────────────────────────────────┐
│ Data Sources │
├──────────┬──────────┬──────────┬──────────┬─────────────┤
│ Mercury │ Gusto │ Stripe │ Brex │ AWS/GCP │
│ Banking │ Payroll │ Revenue │ Expense │ Cloud │
├──────────┴──────────┴──────────┴──────────┴─────────────┤
│ Plaid / OAuth Connections │
├─────────────────────────────────────────────────────────┤
│ │
│ FONDO PLATFORM │
│ ┌──────────┐ ┌──────────┐ ┌────────────────┐ │
│ │ Monthly │ │ Tax │ │ R&D Tax Credit │ │
│ │ Close │ │ Filing │ │ Study (6765) │ │
│ └──────────┘ └──────────┘ └────────────────┘ │
│ │
├─────────────────────────────────────────────────────────┤
│ Outputs │
├──────────┬──────────┬──────────┬────────────────────────┤
│ P&L │ Balance │ Cash │ R&D Credit │
│ Report │ Sheet │ Flow │ Certificate │
├──────────┴──────────┴──────────┴────────────────────────┤
│ Internal Dashboard (optional) │
│ Revenue metrics │ Burn rate │ Runway │ Board deck │
└─────────────────────────────────────────────────────────┘
| Category | Tool | Why |
|---|---|---|
| Banking | Mercury or SVB | Startup-friendly, API access, Plaid compatible |
| Payroll | Gusto | Best startup payroll, Fondo integration |
| Revenue | Stripe | Standard payments, clean webhooks |
| Expenses | Brex or Ramp | Auto-receipt capture, categorization |
| Bookkeeping | Fondo | Automated, CPA-managed |
| Tax Filing | Fondo (TaxPass) | Bundled with bookkeeping |
| R&D Credits | Fondo | Integrated with bookkeeping data |
| Cap Table | Carta or Pulley | Equity management |
| Board Reporting | Fondo exports + internal dashboard | Custom metrics |
Start with fondo-install-auth to set up your Fondo account.