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fondo-reference-architecture

'Reference architecture for startup financial operations using Fondo

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2,267
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jeremylongshore/claude-code-plugins-plus-skills
Updated
2026-05-31
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jeremylongshore--claude-code-plugins-plus-skills--fondo-reference-architecture
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/jeremylongshore/claude-code-plugins-plus-skills/HEAD/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture/SKILL.md -o .claude/skills/fondo-reference-architecture.md

Drops the SKILL.md into .claude/skills/fondo-reference-architecture.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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

Next Steps

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