AI Pulse

Fondo

Updated 12/4/2024

Fondo is an AI-powered productivity suite that automates your bookkeeping, tax filing, and cash recovery from the IRS - earning users an average of $21,000 in refunds. With Fondo, you can streamline your financial workflows, maximize tax deductions, and reclaim time spent on tedious administrative tasks.

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Our Review of Fondo

Streamline Your Bookkeeping and Tax Prep with Fondo

Fondo is the AI-powered solution that takes the hassle out of your financial management. With Fondo, you can say goodbye to the endless hours of bookkeeping, tax filing, and chasing down receipts. Our intelligent automation and data-driven insights ensure you get the most out of your finances, from maximizing tax returns to optimizing your cash flow.

Customizable SaaS Metrics for Actionable Insights

Fondo's robust reporting suite puts the power of data analytics in your hands. Easily track key SaaS metrics like ARR, MRR, and retention cohorts, all pulled directly from your source of truth. Our intuitive dashboards make it simple to drill down, share updates with stakeholders, and make data-driven decisions that drive your business forward.

Automated Contract-to-Cash Management

Fondo seamlessly syncs with your CRM, automatically creating revenue waterfalls and deferred revenue schedules. Modifying existing contracts or setting custom revenue patterns is a breeze, ensuring you always have a clear picture of your financials.

Effortless Invoicing and Bank Reconciliation

Say goodbye to chasing down customers and forgotten invoices. Fondo's advanced invoicing features handle everything from custom payment schedules to automated reminders. And with our AI-powered bank reconciliation, you can say farewell to manual matching - our proprietary models automatically reconcile up to 90% of your transactions.

Precise Reporting and Streamlined Close

Fondo's custom categorization capabilities go beyond departments and locations, allowing you to track granular data like product margins, cost centers, and more. Embedded checklists, prepaid schedules, and variance analysis tools ensure a seamless close process, minimizing the risk of errors.

Unparalleled Integrations and Dark Mode

Fondo's thoughtful integrations connect your entire financial ecosystem, from CRMs and payment processors to payroll and expense management. And for those late nights, our dark mode feature ensures you can work in comfort, no matter the hour.

Unlock the full potential of your finances with Fondo. Experience the power of AI-driven automation and data-driven insights to streamline your bookkeeping, maximize your tax returns, and take control of your cash flow.