# Spreadsheet Formula Audit

Checks spreadsheets for formula errors and model integrity problems.

- Repository: https://github.com/anthropics/financial-services (40971 stars)
- Category: Business
- License: Apache-2.0
- Last updated: 2026-10-28
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add anthropics/financial-services --skill audit-xls -g -a claude-code -y`
Codex: `npx skills add anthropics/financial-services --skill audit-xls -g -a codex -y`
Cursor: `npx skills add anthropics/financial-services --skill audit-xls -g -a cursor -y`
Gemini CLI: `npx skills add anthropics/financial-services --skill audit-xls -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add anthropics/financial-services`

## Description

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".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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.

### 3a. Structural review

The rest: https://github.com/anthropics/financial-services/blob/HEAD/plugins/agent-plugins/earnings-reviewer/skills/audit-xls/SKILL.md