About

Imported from jeremylongshore/tons-of-skills-marketplace (skills/.curated/fondo-reference-architecture/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-reference-architecture. Copyright stays with the author (MIT).

Fondo Reference Architecture

Name: fondo-reference-architecture
Author: jeremylongshore

Overview

Reference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.

Prerequisites

A data-flow inventory, authorized business purpose, system owners, access/retention policy, and professional-review boundary.
Separate scoped identities for data sources, processing, storage, reporting, and support, plus synthetic integration fixtures.

Instructions

Enforce field allowlists, access checks, encryption, and retention requirements at every financial-data boundary.
Keep financial/tax conclusions under the designated finance professional’s review; integrations may prepare evidence but not replace that review.
Use idempotent queues, redacted telemetry, staged promotion, and a correction/rollback path for each downstream consumer.

Output

Maintain an architecture record describing sources, trust boundaries, approved destinations, access/retention controls, owners, professional-review points, and recovery mechanisms. Do not include finance data or secrets.

Error Handling

Quarantine unknown fields, unapproved destinations, and reconciliation mismatches for finance review.
Disable unsafe consumers and preserve only redacted evidence during recovery.
Restore the prior mapping/configuration before replaying any financial workflow.

Examples

Route a fictional aggregate expense event through an approved staging pipeline, deny an unapproved reporting consumer, and verify a duplicate event is suppressed. Record only the opaque event ID and aggregate outcome.

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

Transactions flow from banks/cards/payroll into Fondo via Plaid/OAuth
Fondo CPA team categorizes and reconciles monthly
Financial statements generated and delivered to Dashboard
R&D credit study prepared annually from same data
Tax returns filed using reconciled data

Resources

Next Steps

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

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml

targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-referen-c743f1/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-fondo-referen-c743f1.ocm.jsonjson

{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-fondo-referen-c743f1",
  "kind": "skill",
  "name": "fondo-reference-architecture",
  "description": "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\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "hr"
    ],
    "tags": [
      "skill-md",
      "saas",
      "accounting",
      "fondo",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "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\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "skills/.curated/fondo-reference-architecture/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/skills/.curated/fondo-reference-architecture/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/skills/.curated/fondo-reference-architecture/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit"
    ],
    "license": "MIT"
  },
  "instructions": "# Fondo Reference Architecture\n\n## Overview\n\nReference architecture for a startup's financial operations with Fondo at the center, connecting payroll, banking, payments, and internal reporting.\n\n## Prerequisites\n\n- A data-flow inventory, authorized business purpose, system owners, access/retention policy, and professional-review boundary.\n- Separate scoped identities for data sources, processing, storage, reporting, and support, plus synthetic integration fixtures.\n\n## Instructions\n\n1. Enforce field allowlists, access checks, encryption, and retention requirements at every financial-data bound",
  "cost": {
    "context_tokens": 1054
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-fondo-referen-c743f1/manifest?version=1.0.0

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