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Get Started Free →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".
.claude/skills/jeremylongshore-fondo-core-workflow-a/SKILL.md| Test case | Without → With | Effect | Δ tokens | Δ turns |
|---|---|---|---|---|
| case-01 | ✗→✓ | ▲ Improved | -26% | 0% |
| case-02 | ✗→✓ | ▲ Improved | -31% | 0% |
| case-03 | ✗→✓ | ▲ Improved | -14% | 0% |
| case-16 | ✗→✓ | ▲ Improved | -19% | 0% |
| case-17 | ✗→✓ | ▲ Improved | -4% | 0% |
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: $58,000Dashboard > 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.
| Case | Status | Duration (ms) | Turns | Tokens | Tool calls | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Without | With | Δ | Without | With | Δ | Without | With | Δ | Without | With | Δ | ||
case-01 | fail→pass | 17,643 | 13,535 | -23% | 1 | 1 | 0% | 3,089 | 2,296 | -26% | 0 | 0 | — |
case-02 | fail→pass | 15,689 | 11,350 | -28% | 1 | 1 | 0% | 2,612 | 1,795 | -31% | 0 | 0 | — |
case-03 | fail→pass | 20,340 | 13,738 | -32% | 1 | 1 | 0% | 2,514 | 2,159 | -14% | 0 | 0 | — |
case-04 | pass→pass | 11,131 | 2,464 | -78% | 1 | 1 | 0% | 1,040 | 1,091 | +5% | 0 | 0 | — |
case-05 | pass→pass | 8,888 | 2,215 | -75% | 1 | 1 | 0% | 702 | 1,005 | +43% | 0 | 0 | — |
case-06 | pass→pass | 11,800 | 2,205 | -81% | 1 | 1 | 0% | 1,113 | 1,007 | -10% | 0 | 0 | — |
case-07 | pass→pass | 7,991 | 1,928 | -76% | 1 | 1 | 0% | 1,246 | 969 | -22% | 0 | 0 | — |
case-08 | pass→pass | 9,994 | 6,839 | -32% | 1 | 1 | 0% | 780 | 892 | +14% | 0 | 0 | — |
case-09 | pass→pass | 15,607 | 4,326 | -72% | 1 | 1 | 0% | 1,808 | 1,397 | -23% | 0 | 0 | — |
case-10 | pass→pass | 14,279 | 2,516 | -82% | 1 | 1 | 0% | 1,325 | 1,026 | -23% | 0 | 0 | — |
case-11 | pass→pass | 15,103 | 3,110 | -79% | 1 | 1 | 0% | 1,641 | 1,127 | -31% | 0 | 0 | — |
case-12 | pass→pass | 8,820 | 8,148 | -8% | 1 | 1 | 0% | 1,383 | 1,174 | -15% | 0 | 0 | — |
case-13 | pass→pass | 8,663 | 7,499 | -13% | 1 | 1 | 0% | 1,446 | 1,030 | -29% | 0 | 0 | — |
case-14 | pass→pass | 11,100 | 6,762 | -39% | 1 | 1 | 0% | 1,013 | 853 | -16% | 0 | 0 | — |
case-15 | pass→pass | 9,671 | 2,661 | -72% | 1 | 1 | 0% | 1,516 | 1,019 | -33% | 0 | 0 | — |
case-16 | fail→pass | 7,353 | 6,743 | -8% | 1 | 1 | 0% | 1,180 | 957 | -19% | 0 | 0 | — |
case-17 | fail→pass | 6,767 | 7,167 | +6% | 1 | 1 | 0% | 1,067 | 1,019 | -4% | 0 | 0 | — |
case-18 | fail→pass | 11,125 | 6,394 | -43% | 1 | 1 | 0% | 1,925 | 887 | -54% | 0 | 0 | — |
case-19 | fail→pass | 13,273 | 2,097 | -84% | 1 | 1 | 0% | 1,303 | 976 | -25% | 0 | 0 | — |
case-20 | fail→fail | 21,048 | 21,527 | +2% | 1 | 1 | 0% | 2,970 | 3,952 | +33% | 0 | 0 | — |
case-21 | fail→pass | 17,363 | 9,314 | -46% | 1 | 1 | 0% | 2,329 | 1,193 | -49% | 0 | 0 | — |
case-22 | fail→pass | 14,618 | 15,557 | +6% | 1 | 1 | 0% | 2,572 | 2,466 | -4% | 0 | 0 | — |
case-23 | fail→pass | 7,907 | 1,983 | -75% | 1 | 1 | 0% | 1,281 | 1,002 | -22% | 0 | 0 | — |
case-24 | fail→pass | 10,664 | 6,911 | -35% | 1 | 1 | 0% | 952 | 998 | +5% | 0 | 0 | — |
DecimalAI ran this skill against gemini-3.6-flash twice over the same eval suite — once with the skill loaded and once without — and compared the two runs case by case. 24 cases were attempted. The headline lift of +46 percentage points is the difference between those two pass rates over the 24 comparable cases.
Without the skill loaded, the model failed this case. With it loaded, the same prompt on the same model passed. This is one improved case from the latest verified run; every case, including any that regressed, is in the table above.
Other measured skills in the registry, with their headline benchmark lift.