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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.
How this skill is triggered — by the user, by Claude, or both
Slash command
/fondo-pack:fondo-reference-architectureThis skill is limited to the following tools:
The summary Claude sees in its skill listing — used to decide when to auto-load this skill
Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.
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.
npx claudepluginhub jeremylongshore/claude-code-plugins-plus-skills --plugin fondo-packSets 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 bootstrapped solo founders in bookkeeping setup, revenue/expense tracking, tax prep, SaaS revenue recognition, and accounting software selection like Wave and QuickBooks.