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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.

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## 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 |
…