fondo-install-auth

# Fondo Install & Auth ## Overview Set up Fondo for automated startup bookkeeping, tax filing, and R&D tax credits. Fondo is a managed platform (not an API-first service) that integrates with payroll providers, banks, and expense tools. Configuration happens through the Fondo dashboard and OAuth connections. ## Prerequisites - US-incorporated startup (C-corp or LLC) - Fondo account at [fondo.com](https://fondo.com) - Active payroll provider (Gusto, Rippling, ADP, etc.) - Business bank account ## Instructions ### Step 1: Create Fondo Account 1. Sign up at [fondo.com](https://fondo.com) 2. Select your plan: **TaxPass** (bookkeeping + taxes + R&D credits) 3. Complete company profile (EIN, incorporation date, state) ### Step 2: Connect Payroll Provider | Provider | Connection Type | Data Synced | |----------|----------------|-------------| | Gusto | OAuth 2.0 | Payroll runs, employee data, tax filings | | Rippling | OAuth 2.0 | Payroll, benefits, headcount | | ADP | API key | Payroll summaries, tax deposits | | Justworks | OAuth 2.0 | PEO payroll, contractor payments | | QuickBooks Payroll | OAuth 2.0 | Payroll journal entries | | Paychex | Manual upload | Pay stubs, tax forms | Navigate to Fondo Dashboard > Integrations > Connect Payroll and authorize. ### Step 3: Connect Bank Accounts ``` Fondo Dashboard > Integrations > Banking → Connect via Plaid (most banks) → Or manual CSV upload for unsupported banks → Mercury, SVB, Brex, Chase all supported via Plaid ```...