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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'.
How this skill is triggered — by the user, by Claude, or both
Slash command
/fondo-pack:fondo-install-authThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
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.
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.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packOutlines reference architecture for startup financial operations using Fondo bookkeeping with integrations to Mercury banking, Gusto payroll, Stripe revenue, and reporting outputs.
Guides bootstrapped solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like Wave and QuickBooks.
Routes accounting questions to the narrowest specialist agent. Classifies and dispatches queries, never answers directly.