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

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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.
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