Agent skill · marketing growth · jeremylongshore
fondo-performance-tuning
Optimize Fondo workflows including faster month-end close, efficient
Why this skill is useful
Provides specific optimization techniques and scripts for Fondo workflows that enhance efficiency in accounting processes.
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 Performance Tuning Overview Speed up Fondo workflows: faster month-end close (target: 15 days), reduced back-and-forth with CPA team, and efficient data export processing. Prerequisites A named finance owner, approved close calendar, data-access policy, and aggregate baseline for close time and exception volume. Synthetic/sample data for workflow tests; real financial records remain in the approved accounting environment. Output Produce an operational receipt with period, aggregate bottleneck metrics, approved workflow change, owner, verification date, and unresolved exceptions. Do not include account numbers, transactions, tax documents, or credentials. Error Handling Pause automation when an import, categorization, or reconciliation result is incomplete or unexpected; route it to the finance owner. Do not replace professional review with an automated classification or calculator result. Redact all financial data in performance diagnostics and roll back changes that harm accuracy or auditability. Examples Use a fictional month of aggregate expenses to test a categorization workflow. Compare only close duration and exception count, then have the authorized finance reviewer approve the result before changing a live process. Instructions Faster Month-End Close Bottleneck Current Target How ------------ --------- -------- ----- Uncategorized transactions 3-5 days wait Same day Set up auto-categorization rules CPA questions 2-3 day response 1 day Batch-answer in single session Missing receipts 5+ days 0 days Use Brex/Ramp auto-receipt capture Bank reconciliation 2 days Automated Ensure Plaid connection is stable Auto-Categorization Rules Batch CPA Communication Instead of replying to each question individually: 1. Set aside 30 minutes weekly (e.g., Monday AM) 2. Open Dashboard > Messages > Open Items 3. Answer all outstanding questions in one session 4. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/fondo-performance-tuning