Claude-code-plugins-plus-skills fondo-reference-architecture

install
source · Clone the upstream repo
git clone https://github.com/jeremylongshore/claude-code-plugins-plus-skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/jeremylongshore/claude-code-plugins-plus-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture" ~/.claude/skills/jeremylongshore-claude-code-plugins-plus-skills-fondo-reference-architecture && rm -rf "$T"
manifest: plugins/saas-packs/fondo-pack/skills/fondo-reference-architecture/SKILL.md
source content

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

CategoryToolWhy
BankingMercury or SVBStartup-friendly, API access, Plaid compatible
PayrollGustoBest startup payroll, Fondo integration
RevenueStripeStandard payments, clean webhooks
ExpensesBrex or RampAuto-receipt capture, categorization
BookkeepingFondoAutomated, CPA-managed
Tax FilingFondo (TaxPass)Bundled with bookkeeping
R&D CreditsFondoIntegrated with bookkeeping data
Cap TableCarta or PulleyEquity management
Board ReportingFondo exports + internal dashboardCustom 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.