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:

1. Set aside 30 minutes weekly (e.g., Monday AM)
2. Open Dashboard > Messages > Open Items
3. Answer all outstanding questions in one session
4. 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

.