Agent skill

Fondo Core Workflow A

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Execute Fondo primary workflow: monthly bookkeeping close and financial reporting.

MITAuto-check passedBusiness, Finance & HR

Install Fondo Core Workflow A

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-core-workflow-a -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-core-workflow-a --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/fondo-core-workflow-a .claude/skills/fondo-core-workflow-a && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
fondo-core-workflow-a
GitHub stars
2.8k
Token cost
~1k tokens
SKILL.md length
337 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Execute Fondo primary workflow: monthly bookkeeping close and financial reporting.

  • Works in 4 steps: Confirm source completeness and… → Respond to questions through the… → Review statements and exceptions with… → …
  • Managing month-end close
  • SKILL.md covers Overview, Prerequisites, Instructions and Output, plus 7 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Fondo Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. 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".

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts. Compatibility notes: Designed for Claude Code

It sits in Business, Finance & HR, covering Financial analysis and Accounting and bookkeeping. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Managing month-end close
  • Reviewing financial statements
  • Preparing for board meetings and fundraising

Example prompts

  • “fondo bookkeeping”
  • “fondo month close”
  • “fondo financial reports”
  • “/fondo-core-workflow-a”

Requirements

  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit, Grep

Workflow steps

4 steps, taken from the first numbered list in SKILL.md.

  1. Confirm source completeness and reconciliation state before treating a close as ready for review.
  2. Respond to questions through the authorized finance workflow, preserving supporting evidence in approved systems.
  3. Review statements and exceptions with the responsible professional; correct discrepancies using the documented process.
  4. Publish only approved, access-controlled reports and record the review state.

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Edit
    • Grep

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • fondo.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Fondo Core Workflow A loads about 1k tokens when it runs. Until then it costs about 75 tokens; SKILL.md has 337 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~75
When it runs · the whole SKILL.md, loaded when a task matches
~1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 337 words, ~1,021 tokens.

Download SKILL.mdSave it as .claude/skills/fondo-core-workflow-a/SKILL.md (or your agent's skills folder).
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
compatibility
Designed for Claude Code
version
1.6.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, accounting, fondo

Fondo Core Workflow A: Monthly Bookkeeping

Overview

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.

Prerequisites

  • A designated finance owner, close calendar, approved source systems, access controls, and professional-review responsibility.
  • Documented retention and correction process; use synthetic data for automation tests.

Instructions

  1. Confirm source completeness and reconciliation state before treating a close as ready for review.
  2. Respond to questions through the authorized finance workflow, preserving supporting evidence in approved systems.
  3. Review statements and exceptions with the responsible professional; correct discrepancies using the documented process.
  4. Publish only approved, access-controlled reports and record the review state.

Output

Create a close receipt with period, source-completeness result, reviewer, open exceptions, report approval state, and next action. Do not include ledger rows, accounts, payroll, tax data, or credentials.

Examples

Use a fictional month-end ledger summary to test the review workflow, create one deliberate reconciliation exception, and verify the close remains pending until the finance reviewer resolves it.

Monthly Close Timeline

DayActivityWho
1-5Bank and payroll data syncsAutomated
5-10Transaction categorization and reconciliationFondo CPA team
10-15Review questions sent to youFondo CPA team
15-20You answer categorization questionsYou
20-25Financial statements preparedFondo CPA team
25-30Reports delivered to dashboardAutomated

Deliverables

Financial Statements (Monthly)
ReportContentsUse Case
Income Statement (P&L)Revenue, COGS, operating expenses, net incomeBoard meetings, fundraising
Balance SheetAssets, liabilities, equityFinancial health snapshot
Cash Flow StatementOperating, investing, financing activitiesBurn rate analysis
General LedgerAll transactions with GL codesAudit trail
Accounts Payable AgingOutstanding vendor billsCash management
Key Metrics (Auto-Calculated)
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

Answering Fondo Questions

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

Error Handling

IssueSolution
Late close (past 25th)Prioritize answering open questions
Unexpected expense spikeReview Dashboard > Transactions for anomalies
Revenue not matching StripeCheck Stripe connection in Integrations
Missing payroll entryVerify payroll provider sync status

Resources

Next Steps

For R&D tax credit workflow, see fondo-core-workflow-b.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/.curated/fondo-core-workflow-a of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Fondo Core Workflow A next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fondo Core Workflow A compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Fondo Core Workflow A this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1kAutomated safety check: PassMIT
ERPClaw ERP Controlleravansaber/erpclaw116—~18kAutomated safety check: PassGPL-3.0
Financial Analysisdamianvtran/local-operator217—~657Automated safety check: PassMIT
Research Financealirezarezvani/claude-skills28k—~2.7kAutomated safety check: PassMIT
Compte De ResultatWellApp-ai/Well345—~602Automated safety check: PassMIT
Trade Accountingagiprolabs/claude-trading-skills410—~3kAutomated safety check: PassMIT

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Questions about Fondo Core Workflow A

What does Fondo Core Workflow A do?

Execute Fondo primary workflow: monthly bookkeeping close and financial reporting. Fondo Core Workflow A is an agent skill from jeremylongshore/tons-of-skills-marketplace. Execute Fondo primary workflow: monthly bookkeeping close and financial reporting.

When should I use Fondo Core Workflow A?

Fondo Core Workflow A fits situations like: managing month-end close; reviewing financial statements; preparing for board meetings and fundraising.

How do I install Fondo Core Workflow A in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-core-workflow-a -a claude-code`. Or copy the skill folder (skills/.curated/fondo-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/fondo-core-workflow-a in your project. Claude Code loads it when a task matches its description.

How do I install Fondo Core Workflow A in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-core-workflow-a -a codex`. Or copy the skill folder (skills/.curated/fondo-core-workflow-a in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/fondo-core-workflow-a in your project. Codex loads it when a task matches its description.

Can I use Fondo Core Workflow A in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-core-workflow-a -a cursor` (or -a -a, -a or -a for the others). To copy it by hand, put the folder in .cursor/skills/fondo-core-workflow-a, .gemini/skills/fondo-core-workflow-a, .github/skills/fondo-core-workflow-a and .opencode/skills/fondo-core-workflow-a in your project.

What does Fondo Core Workflow A need to run?

SKILL.md names no scripts, command-line tools or credentials: Fondo Core Workflow A is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Write, Edit, Grep. Compatibility (from SKILL.md): Designed for Claude Code.

Does Fondo Core Workflow A access the network?

SKILL.md names 1 domain. As links in the text: fondo.com. This is read from the text; nothing was executed.

Is Fondo Core Workflow A safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Fondo Core Workflow A use?

Fondo Core Workflow A is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Fondo Core Workflow A use?

About 1k tokens (SKILL.md is roughly 4.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fondo Core Workflow A?

Skills that share tags, products or a category with Fondo Core Workflow A: ERPClaw ERP Controller (avansaber/erpclaw, 116 stars), Financial Analysis (damianvtran/local-operator, 217 stars), Research Finance (alirezarezvani/claude-skills, 28k stars) and Compte De Resultat (WellApp-ai/Well, 345 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fondo Core Workflow A?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.