| name | audit-xls |
| description | Audit a spreadsheet for formula accuracy, errors, and common financial-model mistakes. Use for selected ranges, single sheets, or whole-workbook model checks including balance-sheet balance, cash tie-out, roll-forwards, and logic sanity. |
| metadata | {"short-description":"Audit spreadsheet formulas and financial models"} |
Audit Spreadsheet
Use this skill when the user asks to audit a workbook, check formulas, find spreadsheet errors, QA a financial model, debug why a model does not balance, or sanity-check Excel output.
Step 1: Determine Scope
If the user already gave a scope, use it. Otherwise ask which scope to audit:
- selection: just the currently selected range
- sheet: the current active sheet only
- model: the whole workbook, including financial-model integrity checks
Use model scope for DCF, LBO, three-statement, merger, comps, or integrated financial models before sending to a client, controller, or investment committee.
Step 2: Formula-Level Checks
Run these for every scope:
| Check | What to look for |
|---|
| Formula errors | #REF!, #VALUE!, #N/A, #DIV/0!, #NAME? |
| Hardcodes inside formulas | Constants embedded in formulas that should be inputs |
| Inconsistent formulas | A formula that breaks the pattern of neighboring rows or columns |
| Off-by-one ranges |