Individual skill
fondo-core-workflow-a
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".
plugins/saas-packs/fondo-pack/skills/fondo-core-workflow-a/SKILL.md
Source commit 0500b275e963c027f6b410e8c49c0446945c574e
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- Last checked
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- Repository last updated
- Nov 12, 2026
- License
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
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- anthropic Repository topic
- claude-code-plugins Repository topic
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- saas Declared skill tag
- accounting Declared skill tag
- fondo Declared skill tag
- finance Derived category
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# 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.