fondo-performance-tuning

# 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. ## 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 ``` Dashboard > Settings > Categorization Rules Examples: "AWS" → Cloud Infrastructure (R&D) "GitHub" → Software Tools (R&D) "Gusto" → Payroll "WeWork" → Office/Rent "United Airlines" → Travel "Uber Eats" → Meals (50% deductible) ``` ### 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. This reduces close time by 3-5 days ### Efficient Data Exports ```typescript // Cache Fondo exports to avoid repeated downloads const CACHE_DIR = '.cache/fondo'; const CACHE_TTL = 24 * 60 * 60 * 1000; // 24 hours async function getCachedExport(reportType: string, dateRange: string) { const cacheKey = `${reportType}-${dateRange}.csv`; const cache...