Fondo Install & Auth Skill

Fondo Install & Auth

Overview

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.

Prerequisites

US-incorporated startup (C-corp or LLC)
Fondo account at fondo.com
Active payroll provider (Gusto, Rippling, ADP, etc.)
Business bank account

Instructions

Step 1: Create Fondo Account

Sign up at fondo.com
Select your plan: TaxPass (bookkeeping + taxes + R&D credits)
Complete company profile (EIN, incorporation date, state)

Step 2: Connect Payroll Provider

| 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.

Step 3: Connect Bank Accounts

Fondo Dashboard > Integrations > Banking
  → Connect via Plaid (most banks)
  → Or manual CSV upload for unsupported banks
  → Mercury, SVB, Brex, Chase all supported via Plaid

Step 4: Connect Expense Tools

| 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 |

Step 5: Verify Connection

After connecting, verify in Dashboard > Integrations:

Green check = connected and syncing
Yellow warning = needs re-authorization
Red X = connection failed, re-connect needed

Error Handling

| 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 |

Resources

Next Steps

After setup, proceed to fondo-hello-world to verify your first financial sync.

Agent Skills: Fondo Install & Auth

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