Agent skill · business finance · jeremylongshore
fondo-core-workflow-a
Execute Fondo primary workflow: monthly bookkeeping close and financial
Why this skill is useful
Adds specific procedures and domain knowledge for managing monthly bookkeeping and financial reporting that the AI wouldn't reliably generate on its own.
What it needs
Requires fondo account access. About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-core-workflow-a--372a06