From fondo-pack
Guides local workflows for Fondo financial data: export CSVs/PDFs, parse transactions in TypeScript, calculate burn rates and R&D spend for dashboards.
How this skill is triggered — by the user, by Claude, or both
Slash command
/fondo-pack:fondo-local-dev-loopThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Work with Fondo financial data locally. Fondo exports data as CSV and generates QuickBooks-compatible reports. Use exports for building internal dashboards, financial modeling, or integrating with your own tools.
Work with Fondo financial data locally. Fondo exports data as CSV and generates QuickBooks-compatible reports. Use exports for building internal dashboards, financial modeling, or integrating with your own tools.
Dashboard > Reports > Export
→ Select report type: General Ledger, P&L, Balance Sheet
→ Select date range
→ Export as CSV or PDF
// src/fondo/parse-transactions.ts
import { parse } from 'csv-parse/sync';
import { readFileSync } from 'fs';
interface FondoTransaction {
date: string;
description: string;
amount: number;
category: string;
account: string;
isRnD: boolean;
}
function parseFondoExport(csvPath: string): FondoTransaction[] {
const content = readFileSync(csvPath, 'utf-8');
const records = parse(content, { columns: true, skip_empty_lines: true });
return records.map((row: any) => ({
date: row['Date'],
description: row['Description'],
amount: parseFloat(row['Amount'].replace(/[,$]/g, '')),
category: row['Category'],
account: row['Account'],
isRnD: row['R&D Qualified'] === 'Yes',
}));
}
// Usage
const transactions = parseFondoExport('exports/general-ledger-2025-q1.csv');
const totalRnD = transactions
.filter(t => t.isRnD)
.reduce((sum, t) => sum + Math.abs(t.amount), 0);
console.log(`Total R&D spend: $${totalRnD.toLocaleString()}`);
// Calculate monthly burn from Fondo data
function calculateBurnRate(transactions: FondoTransaction[]): Map<string, number> {
const monthly = new Map<string, number>();
for (const t of transactions) {
const month = t.date.substring(0, 7); // YYYY-MM
const current = monthly.get(month) || 0;
monthly.set(month, current + t.amount);
}
return monthly;
}
const burn = calculateBurnRate(transactions);
burn.forEach((amount, month) => {
console.log(`${month}: $${Math.abs(amount).toLocaleString()}`);
});
See fondo-sdk-patterns for data integration patterns.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packProvides TypeScript patterns to parse Fondo CSV exports with Zod, integrate QuickBooks Online API for trial balance, and Gusto API for payroll data in internal tools.
Exports Finta pipeline CSV data and runs Python/pandas analysis for summaries, conversion rates, and weekly fundraising reports.
Processes bookkeeper Excel/CSV exports into categorized spending, budget comparisons, variance analysis, runway calculations, and burn rate trends. Useful for month-end financial reviews.