| 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".
|
| allowed-tools | Read, Write, Edit |
| version | 1.6.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","accounting","fondo"] |
| compatibility | Designed for Claude Code |
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
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
โ Data Sources โ
โโโโโโโโโโโโฌโโโโโโโโโโโฌโโโโโโโโโโโฌโโโโโโโโโโโฌโโโโโโโโโโโโโโค
โ Mercury โ Gusto โ Stripe โ Brex โ AWS/GCP โ
โ Banking โ Payroll โ Revenue โ Expense โ Cloud โ
โโโโโโโโโโโโดโโโโโโโโโโโดโโโโโโโโโโโดโโโโโโโโโโโดโโโโโโโโโโโโโโค
โ Plaid / OAuth Connections โ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโค
โ โ
โ FONDO PLATFORM โ
โ โโโโโโโโโโโโ โโโโโโโโโโโโ โโโโโโโโโโโโโโโโโโ โ
โ โ Monthly โ โ Tax โ โ R&D Tax Credit โ โ
โ โ Close โ โ Filing โ โ Study (6765) โ โ
โ โโโโโโโโโโโโ โโโโโโโโโโโโ โโโโโโโโโโโโโโโโโโ โ
โ โ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโค
โ Outputs โ
โโโโโโโโโโโโฌโโโโโโโโโโโฌโโโโโโโโโโโฌโโโโโโโโโโโโโโโโโโโโโโโโโค
โ P&L โ Balance โ Cash โ R&D Credit โ
โ Report โ Sheet โ Flow โ Certificate โ
โโโโโโโโโโโโดโโโโโโโโโโโดโโโโโโโโโโโดโโโโโโโโโโโโโโโโโโโโโโโโโค
โ Internal Dashboard (optional) โ
โ Revenue metrics โ Burn rate โ Runway โ Board deck โ
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
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.