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Fondo Install & Auth · jeremylongshore | DecimalAI

jeremylongshore/fondo-install-auth

SkillScore95Maintained

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".

financeby jeremylongshore

Links this skill to your agents and keeps it current with the author’s updates.

Automatic

Finance & Accounting packsaasaccountingfondo

1 · One-time — install the CLI (docs ↗)

pip install decimalai

2 · Get the skill — writes .claude/skills/jeremylongshore-fondo-install-auth/SKILL.md

decimalai skills pull jeremylongshore-fondo-install-auth --out .claude/skills/

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/jeremylongshore-fondo-install-auth/SKILL.md https://app.decimal.ai/s/jeremylongshore-fondo-install-auth/SKILL.md

Raw file: /s/jeremylongshore-fondo-install-auth/SKILL.md ↗ · machine-readable summary at /s/jeremylongshore-fondo-install-auth.json ↗

In productionGlobal

how this skill behaves on real traffic · last 30 days

No production data for this skill yet — usage numbers appear here once agents start running it.

Anonymized aggregate across every org using this skill — proof from real production use, not a demo.

Does this skill help? · Benchmark: with vs. withoutsign in to run this on your agents

22 test cases from the publisher’s eval.yaml · each run twice on gemini-3.6-flash — with the skill injected, then without · last run 22d ago

Yes — +45% lift-12% tokens0% turns95% of whole cases pass with skill (21/22)

Test case	Without → With	Effect	Δ tokens	Δ turns
case-01	✗→✓	▲ Improved	-16%	0%
case-03	✗→✓	▲ Improved	5%	0%
case-04	✗→✓	▲ Improved	-42%	0%
case-05	✗→✓	▲ Improved	-42%	0%
case-08	✗→✓	▲ Improved	-54%	0%

Showing 5 of 22 cases

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/10/2026

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

jeremylongshore / claude-code-plugins-plus-skills

skills/.curated/fondo-install-auth/SKILL.md

View on GitHub ↗

License MITImported 8/10/2026Version v1

Skill contents

SKILL.md

Fondo Install & Auth

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
Active payroll provider (Gusto, Rippling, ADP, etc.)
Business bank account

Instructions

Step 1: Create Fondo Account

Sign up at fondo.com
Select your plan: TaxPass (bookkeeping + taxes + R&D credits)
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

Next Steps

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

Illustrative Want to see what jeremylongshore/fondo-install-auth would put in front of your model? Preview the rendered body and check its trigger phrases — no LLM call, no signup.

Latest benchmark · publisher runVerified

8/30/2026, 10:21 UTC · 22 cases

Lift

+45%

95% vs 50%

Agent turns

1.0 vs 1.0

Tokens

-12%

1,920.45 vs 2,189.55

fail → pass · 10pass → pass · 11fail → fail · 1

Per-case results (22)

Case	Status	Duration (ms)			Turns			Tokens			Tool calls
Case	Status	Without	With	Δ	Without	With	Δ	Without	With	Δ	Without	With	Δ
case-01 I am setting up a new startup account on Fondo to automate our accounting. We use Gusto for payroll and Mercury for banking. Please provide a step-by-step setup walkthrough that covers profile creation, integration steps for payroll and banking, how to check that connections are healthy, and solutions for common sync errors.	fail→pass	21,774	13,909	-36%	1	1	0%	2,812	2,359	-16%	0	0	—
case-02 We need to connect our financial stack—including Rippling payroll, corporate cards like Brex and Ramp, and Stripe revenue data—to Fondo. Could you construct a comprehensive setup guide that lists the integration steps for each service type, explains how connection statuses are indicated in the dashboard, and includes a reference table for resolving potential errors?	fail→fail	25,397	20,382	-20%	1	1	0%	3,543	3,461	-2%	0	0	—
case-03 Our C-corp is preparing to onboard with Fondo for taxes and bookkeeping. Can you give us an installation checklist outlining how to link ADP payroll and our bank accounts, how to verify successful connections, and what corrective actions to take if bank feeds lag, OAuth tokens expire, or duplicate entries appear?	fail→pass	22,461	18,636	-17%	1	1	0%	2,817	2,968	+5%	0	0	—
case-04 We are evaluating payroll provider integrations for our Fondo setup between ADP, Justworks, and Paychex. Some team members think all three connect using standard OAuth 2.0 flows. Can you detail the integration connection type and data synced for each of these three options?	fail→pass	18,225	10,614	-42%	1	1	0%	2,900	1,691	-42%	0	0	—
case-05 We are signing up on fondo.com for our US startup and need full bookkeeping, tax filings, and R&D tax credit automation. We were told to select the standard 'Starter' or 'Base' plan. What specific plan option should we select during onboarding to ensure tax filings and R&D credits are included?	fail→pass	12,466	7,600	-39%	1	1	0%	1,964	1,148	-42%	0	0	—
case-06 Our payroll and expense integrations in Fondo suddenly stopped syncing after a few months. A team member suggested generating a brand new API key from scratch or re-creating our company profile. How should OAuth token expirations (which typically happen around 90 days) be resolved in the Fondo dashboard?	pass→pass	8,174	4,347	-47%	1	1	0%	1,397	1,444	+3%	0	0	—
case-07 We want to connect Expensify, Bill.com, and Ramp to our Fondo setup. Someone mentioned Ramp only provides simple revenue data while Bill.com handles card spend. Could you clarify what specific financial data each of these three expense/payable tools provides to Fondo?	pass→pass	13,238	12,361	-7%	1	1	0%	2,085	1,959	-6%	0	0	—
case-08 We are choosing between QuickBooks Payroll and Paychex for our startup payroll, which will connect to Fondo. We assumed both use OAuth 2.0 direct authorization. What are the documented connection mechanisms and synced data for each?	fail→pass	21,459	2,986	-86%	1	1	0%	2,723	1,249	-54%	0	0	—
case-09 We have accounts at Silicon Valley Bank and a small local credit union. We want to connect both to Fondo. Our team assumes SVB requires an API key while unsupported local banks cannot be connected at all. What is the exact navigation path in Fondo, how is SVB connected, and how should unsupported banks be added?	fail→pass	14,890	9,843	-34%	1	1	0%	1,661	1,554	-6%	0	0	—
case-10 Our company uses Justworks as our PEO and we want to link it to Fondo. Is Justworks linked via API key or OAuth 2.0, and what specific payroll and employee records are synced through this connection?	pass→pass	9,879	7,293	-26%	1	1	0%	1,695	1,070	-37%	0	0	—
case-11 We use Brex for corporate cards and Stripe for billing. We want to connect both to Fondo. A colleague thought Stripe provides card expense transactions and Brex provides payouts. Can you clarify what data is synced from Brex versus Stripe?	pass→pass	14,293	7,069	-51%	1	1	0%	1,591	1,900	+19%	0	0	—
case-12 When inspecting the Fondo Integrations dashboard, we see various icon symbols next to connected tools. A teammate thinks yellow means connection is failed and red means connection is syncing. Can you explain what a green check, yellow warning, and red X specifically indicate for connection status?	fail→pass	9,663	7,710	-20%	1	1	0%	1,559	1,156	-26%	0	0	—
case-13 Our team wants to begin setting up Fondo for financial operations. Can you list the mandatory business prerequisites required before we start the account registration and integration steps?	fail→pass	10,535	3,551	-66%	1	1	0%	1,653	1,192	-28%	0	0	—
case-14 In our Fondo dashboard, an integration status shows 'Sync Paused'. Our IT admin thinks this means our payment failed or our OAuth token expired after 90 days. What is the documented cause for a paused sync and what is the exact corrective action?	fail→pass	15,581	7,780	-50%	1	1	0%	1,695	1,112	-34%	0	0	—
case-15 We use both Ramp and Brex for company expenses and want to connect them to Fondo. What exact data does Ramp supply versus Brex during integration?	pass→pass	19,599	6,954	-65%	1	1	0%	2,389	1,803	-25%	0	0	—
case-16 We are at Step 1 of setting up our company account on fondo.com. Beyond picking our plan, what specific company profile identification details must be completed in the registration form?	pass→pass	8,798	7,491	-15%	1	1	0%	1,527	1,079	-29%	0	0	—
case-17 We have connected our payroll, bank accounts, and expense tools in Fondo, and all green checks are visible. What is the recommended next step or follow-up skill/verification to test our setup?	fail→pass	16,368	11,133	-32%	1	1	0%	1,838	1,690	-8%	0	0	—
case-18 We noticed duplicate transaction entries appearing in our financial records after setting up integrations on Fondo. An engineer suggested writing a custom deduplication script or resetting our database. What is the cause of duplicate entries in Fondo, and what is the prescribed solution?	pass→pass	13,466	3,660	-73%	1	1	0%	2,118	1,288	-39%	0	0	—
case-19 We are setting up Gusto payroll integration with Fondo. What mechanism does Gusto use to connect, and what three types of data are synchronized between Gusto and Fondo?	pass→pass	11,564	6,651	-42%	1	1	0%	1,207	1,009	-16%	0	0	—
case-20 We have finished connecting our payroll and bank accounts to Fondo. Now we need to calculate our IRS Section 41 qualified research expenses (QREs) for our engineering wages and cloud hosting costs. Could you explain the 4-part test for QRE eligibility and calculate our R&D tax credit amount?	pass→pass	13,143	20,921	+59%	1	1	0%	2,538	3,897	+54%	0	0	—
case-21 We are setting up our chart of accounts in QuickBooks Online before syncing with our financial platform. How should we structure our assets, liabilities, equity, revenue, and expense accounts in QBO according to GAAP standard account numbering?	pass→pass	16,393	18,751	+14%	1	1	0%	4,010	3,983	-1%	0	0	—
case-22 We need to run our bi-weekly payroll for full-time employees and contractors in Gusto. How do we input hours, calculate federal/state withholding, and approve the payroll run within the Gusto portal?	pass→pass	12,444	18,046	+45%	1	1	0%	2,448	3,238	+32%	0	0	—

These cases were also screened by the skill’s intent / safety pass.See the Trust review ↗Reproduce this benchmark in Colab ↗

How this skill was measured

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. 22 cases were attempted. The headline lift of +45 percentage points is the difference between those two pass rates over the 22 comparable cases.

Model measured: gemini-3.6-flash
Graded by: gemini-3.6-flash
Grading method: judged
Verification: verified
Pass rate without the skill: 50%
Pass rate with the skill: 95.5%
Cases attempted: 22
Cases counted toward lift: 22
Cases that regressed: 0
Skill version measured: v1
Run completed: 8/30/2026, 10:21 UTC

Measured example — same prompt, with vs. without the skill · from the benchmark run · case case-01

Prompt

I am setting up a new startup account on Fondo to automate our accounting. We use Gusto for payroll and Mercury for banking. Please provide a step-by-step setup walkthrough that covers profile creation, integration steps for payroll and banking, how to check that connections are healthy, and solutions for common sync errors.

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.

Show both answers

SkillScore blends 4 signals1 of 4 complete

BenchmarkPass rate WITH skill on a verified run95

Live evalNeeds ≥10 evaluated traces in 30 days

AI ratingNeeds ≥10 rated traces

AdoptionNeeds ≥10 serves across ≥2 orgs in 30 days

Efficiency · separate axis (at equal correctness)+0% turns-1% tokens

Shown for transparency; not credited unless a verified run shows no correctness regression.

Backed by 1 of 4 signals — each added signal makes the score more robust.

Verified on gemini-3.6-flash · re-tested 22 days ago

Other measured skills in the registry, with their headline benchmark lift.