fondo-prod-checklist

# Fondo Production Checklist ## Overview Fondo handles startup tax preparation, R&D credit claims, bookkeeping, and compliance filings. A production integration syncs financial data from banking, payroll, and expense platforms into Fondo for automated tax workflows. Failures mean missed filing deadlines, incorrect R&D credit claims, or unreconciled books that block board reporting. ## Authentication & Secrets - [ ] `FONDO_API_KEY` stored in secrets manager (not config files) - [ ] Financial integration OAuth tokens stored securely (Stripe, Mercury, Brex) - [ ] Key rotation scheduled before each tax season - [ ] Separate credentials for staging/prod environments - [ ] Payroll provider API tokens scoped to read-only ## API Integration - [ ] Production base URL configured (`https://api.fondo.com/v1`) - [ ] Rate limit handling with exponential backoff - [ ] All bank accounts connected and syncing (verified daily) - [ ] Payroll provider connected with W-2 and 1099 data flowing - [ ] Revenue sources synced (Stripe, invoicing platforms) - [ ] Expense tool integrations verified (Brex, Ramp, Expensify) - [ ] Bookkeeping categorization queue drained before close ## Error Handling & Resilience - [ ] Circuit breaker configured for Fondo API outages - [ ] Retry with backoff for 429/5xx responses - [ ] Bank sync failure detection within 24 hours - [ ] Intercompany transaction reconciliation validated - [ ] R&D qualifying activity documentation verified programmatically - [ ] Filing...