fondo-reference-architecture
Reference architecture for startup financial operations using Fondo as the bookkeeping backbone with complementary tools for banking, payroll, and reporting. Trigger: "fondo architecture", "startup finance stack", "fondo integration architecture".
What this skill does
# 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 1. Transactions flow from banks/cards/payroll into Fondo via Plaid/OAuth 2. Fondo CPA team categorizes and reconciles monthly 3. Financial statements generated and delivered to Dashboard 4. R&D credit study prepared annually from same data 5. Tax returns filed using reconciled data ## Resources - [Fondo](https://fondo.com) - [Mercury](https://mercury.com) - [Gusto](https://gusto.com) ## Next Steps Start with `fondo-install-auth` to set up your Fondo account.
Related in Data & Analytics
clawarr-suite
IncludedComprehensive management for self-hosted media stacks (Sonarr, Radarr, Lidarr, Readarr, Prowlarr, Bazarr, Overseerr, Plex, Tautulli, SABnzbd, Recyclarr, Unpackerr, Notifiarr, Maintainerr, Kometa, FlareSolverr). Deep library exploration, analytics, dashboard generation, content management, request handling, subtitle management, indexer control, download monitoring, quality profile sync, library cleanup automation, notification routing, collection/overlay management, and media tracker integration (Trakt, Letterboxd, Simkl).
querying-soql
IncludedSOQL query generation, optimization, and analysis with 100-point scoring. Use this skill when the user needs SOQL/SOSL authoring or optimization: natural-language-to-query generation, relationship queries, aggregates, query-plan analysis, and performance or safety improvements for Salesforce queries. TRIGGER when: user writes, optimizes, or debugs SOQL/SOSL queries, touches .soql files, or asks about relationship queries, aggregates, or query performance. DO NOT TRIGGER when: bulk data operations (use handling-sf-data), Apex DML logic (use generating-apex), or report/dashboard queries.
app-store-optimization
IncludedApp Store Optimization (ASO) toolkit for researching keywords, analyzing competitor rankings, generating metadata suggestions, and improving app visibility on Apple App Store and Google Play Store. Use when the user asks about ASO, app store rankings, app metadata, app titles and descriptions, app store listings, app visibility, or mobile app marketing on iOS or Android. Supports keyword research and scoring, competitor keyword analysis, metadata optimization, A/B test planning, launch checklists, and tracking ranking changes.
habit-flow
IncludedAI-powered atomic habit tracker with natural language logging, streak tracking, smart reminders, and coaching. Use for creating habits, logging completions naturally ("I meditated today"), viewing progress, and getting personalized coaching.
app-store-optimization
IncludedApp Store Optimization (ASO) toolkit for researching keywords, analyzing competitor rankings, generating metadata suggestions, and improving app visibility on Apple App Store and Google Play Store. Use when the user asks about ASO, app store rankings, app metadata, app titles and descriptions, app store listings, app visibility, or mobile app marketing on iOS or Android. Supports keyword research and scoring, competitor keyword analysis, metadata optimization, A/B test planning, launch checklists, and tracking ranking changes.
visualizing-data
IncludedBuilds dashboards, reports, and data-driven interfaces requiring charts, graphs, or visual analytics. Provides systematic framework for selecting appropriate visualizations based on data characteristics and analytical purpose. Includes 24+ visualization types organized by purpose (trends, comparisons, distributions, relationships, flows, hierarchies, geospatial), accessibility patterns (WCAG 2.1 AA compliance), colorblind-safe palettes, and performance optimization strategies. Use when creating visualizations, choosing chart types, displaying data graphically, or designing data interfaces.