audit-xls
Audits a spreadsheet or financial model for formula errors and integrity problems such as balance sheet balance and cash tie-out.
- Kind
- Skill
- Works with
- Claude Code
- Source
- Claude for Financial Services @ 60565064557c
- Path
- plugins/vertical-plugins/financial-analysis/skills/audit-xls/SKILL.md
- License
- Apache-2.0
- Jobs
- Review, Testing
InstallInstall it from a plugin marketplace.
# 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. --- ## Step 2: Formula-level checks (ALL scopes) Run these regardless of scope: | Check | What to look for | |---|---| | Formula errors | `#REF!`, `#VALUE!`, `#N/A`, `#DIV/0!`, `#NAME?` | | Hardcodes inside formulas | `=A1*1.05` — the `1.05` should be a cell reference | | Inconsistent formulas | A formula that breaks the pattern of its neighbors in a row/column | | Off-by-one ranges | `SUM`/`AVERAGE` that misses the first or last row | …