Finance Ops
ericosiu/ai-marketing-skills
AI-powered financial analysis suite. An agent skill from ericosiu/ai-marketing-skills.
Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity.
Install Fondo Upgrade Migration
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migration --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ 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-upgrade-migration .claude/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.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/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .claude/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migrationType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migration --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/.curated/fondo-upgrade-migration .agents/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .agents/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migration --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/.curated/fondo-upgrade-migration .cursor/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .cursor/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/jeremylongshore/tons-of-skills-marketplace.git --path skills/.curated/fondo-upgrade-migration--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migration --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/.curated/fondo-upgrade-migration .gemini/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .gemini/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migrationInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/.curated/fondo-upgrade-migration .github/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .github/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install jeremylongshore/tons-of-skills-marketplace fondo-upgrade-migration --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/.curated/fondo-upgrade-migration .opencode/skills/fondo-upgrade-migration && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "fondo-upgrade-migration" agent skill from https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/skills/.curated/fondo-upgrade-migration into .opencode/skills/fondo-upgrade-migration/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fondo-upgrade-migration", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
fondo-upgrade-migration- GitHub stars
- 2.8k
- Token cost
- ~795 tokens
- SKILL.md length
- 290 words
- Files
- 1
- Skills in repo
- 3,342
- Repo updated
- First seen
- Licence
- MIT
At a glance
Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity.
- Works in 3 steps: Prepare Migration Data → Onboard with Fondo → Transition from Previous Accountant
- Tasks that involve Accounting and bookkeeping
- SKILL.md covers Prerequisites, Output, Error Handling and Examples, plus 5 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Fondo Upgrade Migration is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".
Its SKILL.md is about 800 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 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
- Tasks that involve Accounting and bookkeeping
Example prompts
- “migrate to fondo”
- “switch to fondo”
- “fondo migration”
- “/fondo-upgrade-migration”
Requirements
- Compatibility (from SKILL.md): Designed for Claude Code
- Pre-approved tools (allowed-tools): Read, Write, Edit, Grep
Workflow steps
3 steps, taken from the step headings in SKILL.md.
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:
ReadWriteEditGrep
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 Upgrade Migration loads about 795 tokens when it runs. Until then it costs about 64 tokens; SKILL.md has 290 words of instructions outside code blocks.
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). 290 words, ~795 tokens.
Download SKILL.mdSave it as
.claude/skills/fondo-upgrade-migration/SKILL.md (or your agent's skills folder).- name
- fondo-upgrade-migration
- description
- Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Trigger: "migrate to fondo", "switch to fondo", "fondo migration", "change accountant".
- 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 Upgrade & Migration
Prerequisites
Current provider change information, approved finance-data inventory, synthetic staging fixtures, a finance owner, and a tested correction/rollback path.
Output
Record versions and mappings reviewed, aggregate validation/reconciliation result, reviewer approval, and rollback state. Exclude financial records and credentials.
Error Handling
Stop promotion on schema, access, reconciliation, retention, or professional-review gaps; restore the prior mapping and quarantine opaque failures for review.
Examples
Compare old and proposed mappings using fictional aggregate data, deliberately introduce an unknown field, and verify the change remains pending until the finance reviewer approves it.
Overview
Migrate to Fondo from DIY bookkeeping, other accounting firms, or platforms like Pilot, Bench, or Kruze. Fondo handles the historical data import.
Migration Scenarios
| From | Complexity | Timeline |
|---|---|---|
| DIY QuickBooks | Low | 1-2 weeks |
| Another bookkeeping firm | Medium | 2-4 weeks |
| Pilot / Bench / Kruze | Medium | 2-3 weeks |
| No prior bookkeeping | High (catch-up) | 4-8 weeks |
| International entity | High | 4-6 weeks |
Instructions
Step 1: Prepare Migration Data
Gather from your current provider:
- QuickBooks Online backup (or GL export as CSV)
- Bank statements (last 2 years for R&D credit)
- Payroll records (all W-2 and 1099 data)
- Prior tax returns (1120, state returns)
- R&D credit studies (Form 6765 if previously claimed)
- Cap table and equity event history
Step 2: Onboard with Fondo
- Sign up at fondo.com and select plan
- Upload historical data via Dashboard > Migration
- Connect active integrations (bank, payroll, expense)
- Fondo CPA team reviews and reconciles historical data
- First month close produces baseline reports
Step 3: Transition from Previous Accountant
Timeline:
Week 1: Sign Fondo engagement letter, connect integrations
Week 2: Previous accountant provides data export and handoff notes
Week 3: Fondo reviews historical data, catches up any gaps
Week 4: First Fondo-managed month close completePlan Upgrades
| Plan | Includes | Best For |
|---|---|---|
| Bookkeeping | Monthly close, financial statements | Pre-revenue startups |
| TaxPass | Bookkeeping + tax filing + R&D credits | Most startups |
| Enterprise | Custom, dedicated CPA team | Series B+ |
Resources
Next Steps
For CI integration, see fondo-ci-integration.
© 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-upgrade-migration of jeremylongshore/tons-of-skills-marketplace.
Open the folder on GitHubat commit cfae287
Compare with similar skills
Fondo Upgrade Migration 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Fondo Upgrade Migration this skilljeremylongshore/tons-of-skills-marketplace | 2.8k | — | ~795 | Automated safety check: Pass | MIT | |
| Finance Opsericosiu/ai-marketing-skills | 3.6k | 1 repos | ~1.4k | Automated safety check: Pass | MIT | |
| Sync Upstreamnyaruka/phonenumbers | 1.6k | — | ~2.8k | Automated safety check: Pass | MIT | |
| Radiology Tablehuang-sir1/radiology-skills | 1.9k | — | ~1.3k | Automated safety check: Pass | Custom licence | |
| ERPClaw ERP Controlleravansaber/erpclaw | 116 | — | ~18k | Automated safety check: Pass | GPL-3.0 | |
| Odoo Agency Fleet Reviewerpipe-org/mcp-odoo | 421 | — | ~699 | Automated safety check: Pass | MIT |
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Categories
Questions about Fondo Upgrade Migration
What does Fondo Upgrade Migration do?
Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity. Fondo Upgrade Migration is an agent skill from jeremylongshore/tons-of-skills-marketplace. Migrate to Fondo from other bookkeeping services, switch between Fondo plans, or transition accountants while maintaining financial continuity.
When should I use Fondo Upgrade Migration?
Fondo Upgrade Migration fits situations like: tasks that involve Accounting and bookkeeping.
How do I install Fondo Upgrade Migration in Claude Code?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a claude-code`. Or copy the skill folder (skills/.curated/fondo-upgrade-migration in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/fondo-upgrade-migration in your project. Claude Code loads it when a task matches its description.
How do I install Fondo Upgrade Migration in Codex?
Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill fondo-upgrade-migration -a codex`. Or copy the skill folder (skills/.curated/fondo-upgrade-migration in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/fondo-upgrade-migration in your project. Codex loads it when a task matches its description.
Can I use Fondo Upgrade Migration 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-upgrade-migration -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fondo-upgrade-migration, .gemini/skills/fondo-upgrade-migration, .github/skills/fondo-upgrade-migration and .opencode/skills/fondo-upgrade-migration in your project.
What does Fondo Upgrade Migration need to run?
SKILL.md names no scripts, command-line tools or credentials: Fondo Upgrade Migration 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 Upgrade Migration 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 Upgrade Migration 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 Upgrade Migration use?
Fondo Upgrade Migration 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 Upgrade Migration use?
About 795 tokens (SKILL.md is roughly 3.2k 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 Upgrade Migration?
Skills that share tags, products or a category with Fondo Upgrade Migration: Finance Ops (ericosiu/ai-marketing-skills, 3.6k stars), Sync Upstream (nyaruka/phonenumbers, 1.6k stars), Radiology Table (huang-sir1/radiology-skills, 1.9k stars) and ERPClaw ERP Controller (avansaber/erpclaw, 116 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Fondo Upgrade Migration?
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.