Audit Xls

anthropics/financial-services-pluginsOfficial

Audits Excel formulas and financial models with three scopes: selection for quick checks, sheet for focused review, or full model for integrated workbooks like DCFs and LBOs. The formula checks catch the usual suspects (hardcoded constants, off-by-one ranges, inconsistent patterns). Model scope is where it gets serious: balance sheet tie-outs, cash flow reconciliation, terminal value sanity, and model-type-specific bugs like double-counted tax shields in DCFs or broken debt sweeps in LBOs. Reports findings in a severity table without changing anything. Use this before sending a model to a client or investment committee. The BS balance check alone has probably saved someone's job.

skills.sh installs: 938
GitHub stars: 33.5K
last updated: Jul 14, 2026

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Install

$ npx -y skills add anthropics/financial-services-plugins --skill audit-xls --agent claude-code

Installs into .claude/skills of the current project.

Files

Audit Spreadsheet

Audit formulas and data for accuracy and mistakes. Scope determines depth — from quick formula checks on a selection up to full financial-model integrity audits.

Step 1: Determine scope

If the user already gave a scope, use it. Otherwise ask them:

What scope do you want me to audit?

selection — just the currently selected range

sheet — the current active sheet only

model — the whole workbook, including financial-model integrity checks (BS balance, cash tie-out, roll-forwards, logic sanity)

The model scope is the deepest — use it for DCF, LBO, 3-statement, merger, comps, or any integrated financial model before sending to a client or IC.