Verify Fondo setup by checking financial data sync, reviewing categorized
--- name: fondo-hello-world-e5728169882c description: 'Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". ' 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 --- # Fondo Hello World ## Prerequisites A scoped staging credential, a fictional data fixture, secret-manager access, and an authorized finance owner. ## Output Return only an opaque test ID, schema result, review state, and redacted failure reference; never emit account, transaction, payroll, or tax data. ## Examples Run the smallest read-only check against a fictional staging record, verify logs have no sensitive values, and revoke the test credential after validation. ## Overview Verify your Fondo setup is working: check that bank transactions are syncing, payroll data is flowing, and your company qualifies for R&D tax credits. ## Instructions ### Step 1: Verify Bank Transaction Sync Navigate to Fondo Dashboard > Transactions: - Confirm recent bank transactions appear (may take 24-48h for initial sync) - Check that Plaid connection shows "Connected" status - Verify transaction dates match your bank statement ### Step 2: Review Auto-Categorization Fondo automatically categorizes transactions: | Category | Examples | Tax Impact | |----------|----------|------------| | Payroll | Gusto payments, contractor 1099s | Deductible, R&D qualified | | Software | AWS, GitHub, Figma | Deductible, R&D qualified | | Office | WeWork, office supplies | Deductible | | Travel | Flights, hotels, meals | Partially deductible | | Revenue | Stripe payouts, customer payments | Taxable income | | Transfers | Between own accounts | Not taxable | Review and correct any miscategorized transactions in Dashboard > Transactions. ### Step 3: Check R&D Tax Credit Eligibility ``` Fondo Dashboard > Tax Credits > R&D Assessment Eligible if ALL apply: ✓ US-based employees (W-2, not just contractors) ✓ Developing new/improved products, processes, or software ✓ Technical uncertainty exists in the development ✓ Systematic experimentation/iteration to resolve uncertainty Average startup credit: $21,000/year Maximum (payroll tax offset): $500,000/year ``` ### Step 4: Verify Payroll Data ``` Dashboard > Payroll Integration → Confirm employee count matches your payroll provider → Verify salary data for R&D credit calculations → Check contractor payments are categorized separately ``` ## Expected Output After 48 hours of setup: - Bank transactions auto-categorized (85%+ accuracy) - Payroll data synced monthly - R&D eligibility assessment complete - Estimated R&D credit amount displayed ## Error Handling | Issue | Solution | |-------|----------| | No transactions appearing | Check Plaid connection status, allow 24-48h | | Wrong categorization | Manually recategorize, Fondo learns patterns | | R&D credit shows $0 | Verify W-2 employees doing qualifying work | | Payroll data missing | Re-authorize payroll provider OAuth | ## Resources - [R&D Tax Credit Guide](https://fondo.com/blog/how-to-account-research-and-development-tax-credit-us) - [Fondo TaxPass](https://fondo.com/taxpass) ## Next Steps For development workflow details, see `fondo-local-dev-loop`.--- name: fondo-hello-world-e5728169882c description: 'Verify Fondo setup by checking financial data sync, reviewing categorized transactions, and confirming R&D tax credit eligibility. Trigger: "fondo first sync", "fondo verify", "fondo hello world", "fondo test". ' 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 --- # Fondo Hello World ## Prerequisites A scoped staging credential, a fictional data fixture, secret-manager access, and an authorized finance owner. ## Output Return only an opaque test ID, schema result, review state, and redacted failure reference; never emit account, transaction, payroll, or tax data. ## Examples Run the smallest read-only check against a fictional staging record, verify logs have no sensitive values, and revoke the test credential after validation. ## Overview Verify your Fondo setup is working: check that bank transactions are syncing, payroll data is flowing, and your company qualifies for R&D tax credits. ## Instructions ### Step 1: Verify Bank Transaction Sync Navigate to Fondo Dashboard > Transactions: - Confirm recent bank transactions appear (may take 24-48h for initial sync) - Check that Plaid connection shows "Connected" status - Verify transaction dates match your bank statement ### Step 2: Review Auto-Categorization Fondo automatically categorizes transactions: | Category | Examples | Tax Impact | |----------|----------|------------| | Payroll | Gusto payments, contractor 1099s | Deductible, R&D qualified | | Software | AWS, GitHub, Figma | Deductible, R&D qualified | | Office | WeWork, office supplies | Deductible | | Travel | Flights, hotels, meals | Partially deductible | | Revenue | Stripe payouts, customer payments | Taxable income | | Transfers | Between own accounts | Not taxable | Review and correct any miscategorized transactions in Dashboard > Transactions. ### Step 3: Check R&D Tax Credit Eligibility ``` Fondo Dashboard > Tax Credits > R&D Assessment Eligible if ALL apply: ✓ US-based employees (W-2, not just contractors) ✓ Developing new/improved products, processes, or software ✓ Technical uncertainty exists in the development ✓ Systematic experimentation/iteration to resolve uncertainty Average startup credit: $21,000/year Maximum (payroll tax offset): $500,000/year ``` ### Step 4: Verify Payroll Data ``` Dashboard > Payroll Integration → Confirm employee count matches your payroll provider → Verify salary data for R&D credit calculations → Check contractor payments are categorized separately ``` ## Expected Output After 48 hours of setup: - Bank transactions auto-categorized (85%+ accuracy) - Payroll data synced monthly - R&D eligibility assessment complete - Estimated R&D credit amount displayed ## Error Handling | Issue | Solution | |-------|----------| | No transactions appearing | Check Plaid connection status, allow 24-48h | | Wrong categorization | Manually recategorize, Fondo learns patterns | | R&D credit shows $0 | Verify W-2 employees doing qualifying work | | Payroll data missing | Re-authorize payroll provider OAuth | ## Resources - [R&D Tax Credit Guide](https://fondo.com/blog/how-to-account-research-and-development-tax-credit-us) - [Fondo TaxPass](https://fondo.com/taxpass) ## Next Steps For development workflow details, see `fondo-local-dev-loop`.
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