Spreadsheet Formula Audit
Checks spreadsheets for formula errors and model integrity problems.
Install
npx skills add anthropics/financial-services --skill audit-xls -g -a claude-code -y- Repository
- anthropics/financial-services41k
- Category
- Business
- Updated
- 7d ago
- License
- Apache-2.0
- Context cost
- Lightabout 1,452 tokens
- Runs scripts
- No, instructions only
What it does
Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".
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 |
| Pasted-over formulas | Cell that looks like a formula but is actually a hardcoded value |
| Circular references | Intentional or accidental |
| Broken cross-sheet links | References to cells that moved or were deleted |
| Unit/scale mismatches | Thousands mixed with millions, % stored as whole numbers |
| Hidden rows/tabs | Could contain overrides or stale calculations |
Step 3: Model-integrity checks (MODEL scope only)
If scope is model, identify the model type (DCF / LBO / 3-statement / merger / comps / custom) and run the appropriate integrity checks below.
