fondo-core-workflow-a
Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo month close", "fondo financial reports".
Best use case
fondo-core-workflow-a is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo month close", "fondo financial reports".
Teams using fondo-core-workflow-a should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/fondo-core-workflow-a/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How fondo-core-workflow-a Compares
| Feature / Agent | fondo-core-workflow-a | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Use when managing month-end close, reviewing financial statements, or preparing for board meetings and fundraising. Trigger: "fondo bookkeeping", "fondo month close", "fondo financial reports".
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Fondo Core Workflow A: Monthly Bookkeeping ## Overview The primary Fondo workflow: automated monthly bookkeeping close. Fondo's CPA team handles reconciliation, categorization, and financial statement preparation. Your role is to answer questions and review deliverables. ## Monthly Close Timeline | Day | Activity | Who | |-----|----------|-----| | 1-5 | Bank and payroll data syncs | Automated | | 5-10 | Transaction categorization and reconciliation | Fondo CPA team | | 10-15 | Review questions sent to you | Fondo CPA team | | 15-20 | You answer categorization questions | You | | 20-25 | Financial statements prepared | Fondo CPA team | | 25-30 | Reports delivered to dashboard | Automated | ## Deliverables ### Financial Statements (Monthly) | Report | Contents | Use Case | |--------|----------|----------| | Income Statement (P&L) | Revenue, COGS, operating expenses, net income | Board meetings, fundraising | | Balance Sheet | Assets, liabilities, equity | Financial health snapshot | | Cash Flow Statement | Operating, investing, financing activities | Burn rate analysis | | General Ledger | All transactions with GL codes | Audit trail | | Accounts Payable Aging | Outstanding vendor bills | Cash management | ### Key Metrics (Auto-Calculated) ``` Dashboard > Financial Overview Monthly Burn Rate: $85,000 Runway (months): 14.2 MRR: $12,500 Gross Margin: 72% R&D Spend: $62,000 (73% of opex) Headcount Cost: $58,000 ``` ## Answering Fondo Questions ``` Dashboard > Messages > Open Items Common questions: Q: "What is the $2,500 payment to Acme Corp?" A: "Software license for our dev tooling" → Category: Software/R&D Q: "Is the $15,000 transfer to savings an investment?" A: "No, just parking cash" → Category: Transfer (non-taxable) Q: "Should contractor payments to John Doe be R&D?" A: "Yes, he writes code for our product" → R&D qualified ``` ## Error Handling | Issue | Solution | |-------|----------| | Late close (past 25th) | Prioritize answering open questions | | Unexpected expense spike | Review Dashboard > Transactions for anomalies | | Revenue not matching Stripe | Check Stripe connection in Integrations | | Missing payroll entry | Verify payroll provider sync status | ## Resources - [Fondo Dashboard](https://app.fondo.com) - [Understanding Financial Statements](https://fondo.com/blog) ## Next Steps For R&D tax credit workflow, see `fondo-core-workflow-b`.
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