Agent-Skills.md

Agent Skills: Fondo Reference Architecture

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/fondo-reference-architecture

Repository

jeremylongshore/claude-code-plugins-plus-skills
jeremylongshoreLicense: NOASSERTION
1,723221

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture

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plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture/SKILL.md

Skill Metadata

Name
fondo-reference-architecture
Description
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Fondo Reference Architecture

Overview

Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.

Architecture

┌─────────────────────────────────────────────────────────┐
│                     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       │
└─────────────────────────────────────────────────────────┘

Recommended Stack

| 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 |

Data Flow

  1. Transactions flow from banks/cards/payroll into Fondo via Plaid/OAuth
  2. Fondo CPA team categorizes and reconciles monthly
  3. Financial statements generated and delivered to Dashboard
  4. R&D credit study prepared annually from same data
  5. Tax returns filed using reconciled data

Resources

Next Steps

Start with fondo-install-auth to set up your Fondo account.