菜单
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".
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Execute extract and use project memories from previous sessions for context-aware assistance. Use when recalling past decisions, checking project conventions, or understanding user preferences. Trigger with phrases like "remember when", "like before", or "what was our decision about".
Execute automatically formats and validates code files using Prettier and other formatting tools. Use when users mention "format my code", "fix formatting", "apply code style", "check formatting", "make code consistent", or "clean up code formatting". Handles JavaScript, TypeScript, JSON, CSS, Markdown, and many other file types. Trigger with relevant phrases based on skill purpose.
Configure Clerk CI/CD integration with GitHub Actions and testing. Use when setting up automated testing, configuring CI pipelines, or integrating Clerk tests into your build process. Trigger with phrases like "clerk CI", "clerk GitHub Actions", "clerk automated tests", "CI clerk", "clerk pipeline".
Troubleshoot common Clerk errors and issues. Use when encountering authentication errors, SDK issues, or configuration problems with Clerk. Trigger with phrases like "clerk error", "clerk not working", "clerk authentication failed", "clerk issue", "fix clerk".
Implement user sign-up and sign-in flows with Clerk. Use when building authentication UI, customizing sign-in experience, or implementing OAuth social login. Trigger with phrases like "clerk sign-in", "clerk sign-up", "clerk login flow", "clerk OAuth", "clerk social login".
Implement session management and middleware with Clerk. Use when managing user sessions, configuring route protection, or implementing token refresh and custom JWT templates. Trigger with phrases like "clerk session", "clerk middleware", "clerk route protection", "clerk token", "clerk JWT".
| name | fondo-core-workflow-a |
| description | 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". |
| allowed-tools | Read, Write, Edit, Grep |
| version | 1.6.0 |
| license | MIT |
| author | Jeremy Longshore <jeremy@intentsolutions.io> |
| tags | ["saas","accounting","fondo"] |
| compatibility | Designed for Claude Code |
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.
| 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 |
| 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 |
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
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
| 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 |
For R&D tax credit workflow, see fondo-core-workflow-b.