Audit Xls

Runs formula audits on spreadsheets with three scope levels: selection, sheet, or full model. The selection and sheet scopes catch common mistakes like hardcoded values in formulas, off-by-one sum ranges, and inconsistent formulas. The model scope is where it gets serious. It identifies whether you're working with a DCF, LBO, or 3-statement model and runs integrity checks specific to that type: balance sheet balancing, cash tie-outs, circular reference validation, and model-specific bugs like terminal values not being discounted back or debt paydown mechanics breaking in an LBO. Reports findings in a severity table without making changes. If you send financial models to clients or investment committees, this catches the silent errors that make you look incompetent.

skills.sh installs: 2.3K
GitHub stars: 41.2K
last updated: Aug 21, 2026

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Install

$ npx -y skills add anthropics/financial-services --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.