---
name: fondo-install-auth-44bce9114fa9
description: 'Set up Fondo account and configure integrations with Gusto, QuickBooks,

  and bank accounts for automated startup bookkeeping and R&D tax credits.

  Trigger: "setup fondo", "fondo account", "fondo integrations", "connect fondo".

  '
allowed-tools: Read, Write, Edit, Bash(curl:*), Grep
version: 1.6.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- accounting
- fondo
compatibility: Designed for Claude Code
---
# Fondo Install & Auth

## Output

Record authentication method, approved scope, secret-manager reference, validation time, owner, and revocation procedure. Never include keys, financial response data, or account identifiers.

## Examples

Use a scoped staging credential for a read-only fictional record, record the redacted outcome, and verify the old credential is denied after revocation.

## Overview

Set up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expense tools. Configuration happens through the Fondo dashboard and OAuth connections.

## Prerequisites

- US-incorporated startup (C-corp or LLC)
- Fondo account at [fondo.com](https://fondo.com)
- Active payroll provider (Gusto, Rippling, ADP, etc.)
- Business bank account

## Instructions

### Step 1: Create Fondo Account

1. Sign up at [fondo.com](https://fondo.com)
2. Select your plan: **TaxPass** (bookkeeping + taxes + R&D credits)
3. Complete company profile (EIN, incorporation date, state)

### Step 2: Connect Payroll Provider

| Provider | Connection Type | Data Synced |
|----------|----------------|-------------|
| Gusto | OAuth 2.0 | Payroll runs, employee data, tax filings |
| Rippling | OAuth 2.0 | Payroll, benefits, headcount |
| ADP | API key | Payroll summaries, tax deposits |
| Justworks | OAuth 2.0 | PEO payroll, contractor payments |
| QuickBooks Payroll | OAuth 2.0 | Payroll journal entries |
| Paychex | Manual upload | Pay stubs, tax forms |

Navigate to Fondo Dashboard > Integrations > Connect Payroll and authorize.

### Step 3: Connect Bank Accounts

```
Fondo Dashboard > Integrations > Banking
  → Connect via Plaid (most banks)
  → Or manual CSV upload for unsupported banks
  → Mercury, SVB, Brex, Chase all supported via Plaid
```

### Step 4: Connect Expense Tools

| Tool | What It Provides |
|------|------------------|
| Brex | Corporate card transactions |
| Ramp | Card spend, reimbursements |
| Expensify | Receipt data, categorized expenses |
| Bill.com | AP/AR, vendor payments |
| Stripe | Revenue data, payouts |

### Step 5: Verify Connection

After connecting, verify in Dashboard > Integrations:

- Green check = connected and syncing
- Yellow warning = needs re-authorization
- Red X = connection failed, re-connect needed

## Error Handling

| Issue | Cause | Solution |
|-------|-------|----------|
| OAuth expired | Token expiry (90 days typical) | Re-authorize in Dashboard > Integrations |
| Missing transactions | Bank feed lag | Wait 24h or upload CSV manually |
| Duplicate entries | Multiple connections to same account | Remove duplicate connection |
| Sync paused | Provider API change | Contact Fondo support |

## Resources

- [Fondo](https://fondo.com)
- [Fondo R&D Credits FAQ](https://fondo.com/blog/fondo-rd-credits-faq)
- [TaxPass Overview](https://fondo.com/taxpass)

## Next Steps

After setup, proceed to `fondo-hello-world` to verify your first financial sync.


---
Source attribution: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fondo-pack/skills/fondo-install-auth/SKILL.md
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2025 Jeremy Longshore

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.



# Mega AI Hub resource metadata

Creator / publisher: jeremylongshore
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/fondo-pack/skills/fondo-install-auth/SKILL.md
Attribution basis: Source repository record

Fields of work: Finance & Accounting, Sales
Roles: Accountant, Business Development, CFO / FP&A, Customer Success Manager, Financial Analyst
Specialties: API, Design, Frontend, Stripe
Tools: Gusto, Plaid, QuickBooks
Country applicability: United States
Classification basis: Source catalog labels
Instruction SHA-256: 2e9df467947ad9dfdbebd9c6f36d117c6d81efbd1d61d5b4c0de4421f4528616