Fondo Production Checklist

Overview

Fondo handles startup tax preparation, R&D credit claims, bookkeeping, and compliance filings. A production integration syncs financial data from banking, payroll, and expense platforms into Fondo for automated tax workflows. Failures mean missed filing deadlines, incorrect R&D credit claims, or unreconciled books that block board reporting.

Authentication & Secrets

• ] FONDO_API_KEY stored in secrets manager (not config files)
• ] Financial integration OAuth tokens stored securely (Stripe, Mercury, Brex)
• ] Key rotation scheduled before each tax season
• ] Separate credentials for staging/prod environments
• ] Payroll provider API tokens scoped to read-only

API Integration

• ] Production base URL configured (https://api.fondo.com/v1)
• ] Rate limit handling with exponential backoff
• ] All bank accounts connected and syncing (verified daily)
• ] Payroll provider connected with W-2 and 1099 data flowing
• ] Revenue sources synced (Stripe, invoicing platforms)
• ] Expense tool integrations verified (Brex, Ramp, Expensify)
• ] Bookkeeping categorization queue drained before close

Error Handling & Resilience

• ] Circuit breaker configured for Fondo API outages
• ] Retry with backoff for 429/5xx responses
• ] Bank sync failure detection within 24 hours
• ] Intercompany transaction reconciliation validated
• ] R&D qualifying activity documentation verified programmatically
• ] Filing deadline alerts set 30/14/7 days before due dates

Monitoring & Alerting

• ] API latency tracked per sync endpoint
• ] Error rate alerts set (any financial sync failure = immediate)
• ] Monthly close completion tracked (all 12 months before year-end)
• ] R&D credit calculation validated against employee tags
• ] Extension filing status monitored (Form 7004 before March 15)

Validation Script

typescript
async function checkFondoReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.fondo.com/v1/status', {
      headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` },
    });
    checks.push({ name: 'Fondo API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Fondo API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.FONDO_API_KEY, detail: process.env.FONDO_API_KEY ? 'Present' : 'MISSING' });
  // Bank sync status
  try {
    const res = await fetch('https://api.fondo.com/v1/integrations/status', {
      headers: { Authorization: `Bearer ${process.env.FONDO_API_KEY}` },
    });
    const data = await res.json();
    const active = data?.integrations?.filter((i: any) => i.status === 'active').length || 0;
    checks.push({ name: 'Active Integrations', pass: active >= 2, detail: `${active} connected` });
  } catch (e: any) { checks.push({ name: 'Active Integrations', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkFondoReadiness();

Error Handling

| Check | Risk if Skipped | Priority | |-------|----------------|----------| | Filing deadline alerts | Missed IRS deadlines, penalties | P1 | | Bank sync monitoring | Unreconciled transactions at year-end | P1 | | R&D credit validation | Incorrect credit claim, audit risk | P2 | | Payroll data sync | Missing W-2/1099 data for returns | P2 | | Monthly close tracking | Year-end books incomplete for board | P3 |

Resources

• Fondo TaxPass
• IRS Form 1120

Next Steps

See fondo-security-basics for financial data protection and compliance controls.