Financial Spreadsheet Auditor
Find formula errors, hardcodes, and financial-model integrity breaks before they affect your output.
The skill requires scope determination and explicitly says not to change anything without asking, providing basic confirmation and external-effect controls. It does not address sensitive spreadsheet handling, data flows, permission isolation, dependency security, or rollback, so points are deducted.
The formula, model-integrity, and abnormal-condition checklists are fairly specific, including quantifying balance-sheet gaps and flagging unauditable macros. However, there is no executable script, dependency guidance, test coverage, or systematic handling and feedback for malformed inputs; static calibration therefore keeps this below 10.
The audience, scopes, and trigger phrases are clear, covering a selection, sheet, or model. Non-fit scenarios, input prerequisites, output boundaries, Chinese-language interaction, and localized environment fit are not specified, so points are deducted.
The skill has clear progressive steps, tables, severity definitions, and a reporting format; repository-level Apache-2.0 licensing, CI, and official provenance provide supporting governance evidence. The skill lacks its own versioning, changelog, maintainer/update path, installation notes, FAQ, and troubleshooting guidance, so points are deducted.
It provides a directly usable framework for formula auditing and financial-model integrity checks, including a structured findings table. There are no representative outputs, execution evidence, or correctness verification, and results still require human review; the static ceiling supports 7 points.
The instructions are auditable, and repository CI validates plugin structure with pinned tooling. There is no committed test suite covering the skill's key paths, third-party execution evidence, or independent corroboration, so only limited points are justified.
- The skill defines an audit method but does not establish that a workbook can actually be read or recalculated; material conclusions require user or professional review.
- For spreadsheets containing financial, client, or other sensitive data, the skill does not define minimization, confidentiality boundaries, or data flows.
- VBA macros, external links, hidden content, and calculation-engine differences may cause formula-only checks to miss issues.
- Handling is unspecified for non-financial models, corrupted files, formula-free sheets, and unsupported formats.
What it does & when to use it
audit-xls audits spreadsheets for formula accuracy, errors, and common modeling mistakes. It supports a selected range, a single sheet, or the entire workbook. Model-level audits add balance-sheet, cash-flow, roll-forward, circular-reference, and reasonableness checks. The skill reports findings and suggested fixes without changing the workbook unless asked.
For any scope, it checks for #REF!, #VALUE!, #N/A, #DIV/0!, and #NAME? errors; hardcoded numbers inside formulas; inconsistent neighboring formulas; off-by-one ranges; pasted-over formulas; circular references; broken cross-sheet links; unit and scale mismatches; and hidden rows or tabs. For model scope, it identifies DCF, LBO, three-statement, merger, comps, or custom models and reviews input/formula separation, balance-sheet balance, retained-earnings roll-forwards, cash tie-outs, income-statement logic, share count, circularity, and model-specific bugs. It produces a findings table with the sheet, cell or range, severity, category, issue, and suggested fix.
- An investment-banking analyst audits a DCF, LBO, or three-statement model before sending it to a client or investment committee.
- A financial modeler investigates why the balance sheet does not balance and traces the gap by period.
- An Excel user checks a selected range or active sheet for formula errors and pasted-over hardcodes.
- A fund-finance or operations professional verifies that ending cash on the cash-flow statement ties to balance-sheet cash.
Pros & cons
- Offers graduated scope from a selected range to a full financial-model audit.
- Covers balance-sheet balance, cash tie-outs, roll-forwards, and circular references.
- Uses explicit Critical, Warning, and Info severity levels with suggested fixes.
- Calls out hardcoded overrides, sign conventions, and balance-sheet breaks as important risks.
- The source provides no test results, sample audit report, or platform coverage evidence.
- It does not specify a spreadsheet runtime, file interface, or automation tool.
- VBA-driven calculations cannot be fully audited from formulas alone and must be noted.
- It reports issues rather than automatically fixing them.
How to install
In Claude Code, run:
claude plugin marketplace add anthropics/financial-services
claude plugin install gl-reconciler@claude-for-financial-services
The README also describes installing through Cowork by opening Settings → Plugins → Add plugin, pasting https://github.com/anthropics/financial-services, and selecting the relevant agent or vertical. A standalone audit-xls installation command is not provided.
How to use
Provide a spreadsheet and use a trigger such as "Audit this sheet", "Check my formulas", "Find formula errors", or "Model won't balance". If no scope is given, choose selection, sheet, or model; use model for balance-sheet, cash tie-out, and broader financial-model checks. The skill reports findings first and does not modify the model without a request.