Always Current Forecasts
Financial Model Auditor
Risk score, errors, fixes in one upload
Get the SkillHow to Upload a Claude Skill
Financial Model Auditor: Full Walkthrough
Features List
6
Audit Categories
50+
Specific Checks Run
4
Severity Levels
Why Finance Teams Run Every Model Through This Skill
Instant Risk Score
Upload any .xlsx and get a 0-100 risk score in seconds. Critical errors surface first, so you know exactly where the model could fail before it does.
6-Category Audit
The skill checks formulas, hardcoded values, logic consistency, structure, best practices, and reasonableness. Nothing slips through an incomplete manual review.
Prioritised Fix List
Every finding comes with a severity rating and a specific recommendation. You get a checklist, not just a flag. Fix the highest-risk items first.
Excel Audit Workbook
Results export to a clean multi-tab report: Summary, Error Log, Inconsistencies, Hardcodes, and Remediation. Ready to share with auditors or the board.
Works on Any Model
DCF models, three-statement forecasts, LBO files, budget consolidations — the skill adapts its checks to the model type it detects.
What You Get
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Financial Model Auditor Skill (.skill file)
The core Claude Custom Skill. Upload it to Claude once and audit any Excel model by attaching the file in chat.
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Audit Report Excel Workbook (Sample)
A pre-run sample output from a real PepsiCo financial forecast. Shows exactly what the Summary, Error Log, and Remediation tabs look like.
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Quick-Start Guide (PDF)
Two-page setup guide covering skill installation, how to upload your first model, and how to interpret the risk score and severity levels.
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Walkthrough Video
Full product demo showing the audit from upload to final report. Hosted on your Kajabi product page.
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Installation Video
Step-by-step skill upload guide for users new to Claude Custom Skills.
When to Run the Auditor
Before a Board Presentation
Your model is ready, but you haven't had time for a full manual review. Run the audit before the deck goes out. Know your risk score before the CFO asks a hard question.
Reviewing an Inherited Model
You've taken over a model built by someone else. You don't know the logic, the hardcodes, or what was patched. The skill maps every inconsistency in minutes.
Pre-Transaction Due Diligence
A deal is moving fast. Investors want the model validated. Run the auditor to flag circular references, broken links, and balance sheet imbalances before they become deal issues.
Quarterly Forecast Validation
Your team updates the same model each quarter. Use the auditor as a standing quality gate before results are shared with leadership.
Training Junior Finance Analysts
Paste a model with known errors and walk through the audit output. The skill turns real-world mistakes into structured learning, with severity ratings and fix recommendations included.
What Changes When You Stop Reviewing Manually
| Audit Dimension | Manual Review | Financial Model Auditor |
|---|---|---|
| Time to complete | 2-8 hours | Under 5 minutes |
| Checks performed | Varies by reviewer | 50+ standardised checks |
| Hardcode detection | Often missed | Flagged with cell reference and fix |
| Consistency check | Row-by-row, error-prone | Algorithm-based, full sheet scan |
| Risk score | Subjective judgment | 0-100 numeric score with rating |
| Output format | Notes in margins or email | Multi-tab Excel report |
| Repeatable at scale | Depends on reviewer availability | Runs on any model, any time |
Common Questions
What file types does the auditor accept?
What does the risk score actually measure?
Does this replace a professional model audit?
How long does an audit take to run?
Can I run the auditor on client models?
What if I don't have Claude Pro?
Know Your Model's Risk Score Before Anyone Else Does
Updated for 2026. Get a scored audit report on any Excel model in under 5 minutes.