Fondo reference architecture

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture

425 plugins, 2,810 skills, 200 agents for Claude Code. Open-source marketplace at tonsofskills.com with the ccpi CLI package manager.

Install

npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill fondo-reference-architecture

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

What its author says it does

Copied from the file, not written here

'Reference architecture for startup financial operations using Fondo as the

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

4.4 KB, as published. Nobody here has run it

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

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

Resources

Next Steps

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