Fondo performance tuning

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/saas-packs/fondo-pack/skills/fondo-performance-tuning

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-performance-tuning

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What its author says it does

Copied from the file, not written here

'Optimize Fondo workflows including faster month-end close, efficient

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

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Fondo Performance Tuning

Overview

Speed up Fondo workflows: faster month-end close (target: 15 days), reduced back-and-forth with CPA team, and efficient data export processing.

Instructions

Faster Month-End Close

Bottleneck	Current	Target	How
Uncategorized transactions	3-5 days wait	Same day	Set up auto-categorization rules
CPA questions	2-3 day response	1 day	Batch-answer in single session
Missing receipts	5+ days	0 days	Use Brex/Ramp auto-receipt capture
Bank reconciliation	2 days	Automated	Ensure Plaid connection is stable

Auto-Categorization Rules

Dashboard > Settings > Categorization Rules

Examples:
  "AWS" → Cloud Infrastructure (R&D)
  "GitHub" → Software Tools (R&D)
  "Gusto" → Payroll
  "WeWork" → Office/Rent
  "United Airlines" → Travel
  "Uber Eats" → Meals (50% deductible)

Batch CPA Communication

Instead of replying to each question individually:

Set aside 30 minutes weekly (e.g., Monday AM)
Open Dashboard > Messages > Open Items
Answer all outstanding questions in one session
This reduces close time by 3-5 days

Efficient Data Exports

// Cache Fondo exports to avoid repeated downloads
const CACHE_DIR = '.cache/fondo';
const CACHE_TTL = 24 * 60 * 60 * 1000;  // 24 hours

async function getCachedExport(reportType: string, dateRange: string) {
  const cacheKey = `${reportType}-${dateRange}.csv`;
  const cachePath = `${CACHE_DIR}/${cacheKey}`;

  if (fs.existsSync(cachePath)) {
    const stat = fs.statSync(cachePath);
    if (Date.now() - stat.mtimeMs < CACHE_TTL) {
      return fs.readFileSync(cachePath, 'utf-8');
    }
  }
  // Download fresh from Dashboard > Reports > Export
  console.log(`Cache miss: download ${reportType} for ${dateRange} from Fondo Dashboard`);
  return null;
}

Resources

Fondo Dashboard

Next Steps

For cost optimization, see fondo-cost-tuning.