Indexedanthropics/financial-services

Audit Spreadsheet Finance Skill

A financial analysis workflow for auditing Excel spreadsheets. It covers formula-level checks (errors, hardcodes, inconsistent formulas, circular references), model-integrity checks (BS balance, cash tie-out, roll-forwards), and model-type-specific bugs for DCF, LBO, merger, and 3-statement models. Outputs a severity-ranked findings table.

Snapshot quality

65/100

Risk

Low

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

The copied prompt tells your agent to scan the complete current directory before installing it.

View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

Discovery

What this Skill helps an agent do

Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.

Finance tasks

Audit xlsExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

audit this sheetcheck my formulasfind formula errorsQA this spreadsheetsanity check thisdebug modelmodel checkmodel reviewaudit-xlsspreadsheet-auditformula-checkmodel-integrityqafinancial-analysis

Trust

Evidence from the captured directory

This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.

License

Apache-2.0Yes

GitHub reports the repository license as Apache License 2.0.

Review state

Automated review
Automated review
Install tested
No
Human reviewed
Not verified

Snapshot

Snapshot ID
fsh-audit-xls-2026-07-29-001
Files reviewed
1
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

Yes

The workflow reads spreadsheet files to audit formulas, check model integrity, and inspect cell values.

FilesystemWrite

No

The workflow explicitly states it should not change anything without asking — report first, fix on request.

NetworkAccess

No

No network access or web search is required by the workflow.

ShellExecution

No

No shell commands or scripts are included or referenced in the captured directory.

CodeExecution

No

No code files or code execution instructions are present in the captured directory.

ExternalCredentials

No

No external credentials or paid data sources are required for spreadsheet auditing.

Dependencies

Excel spreadsheet

User-provided Excel file to audit

Yes

An Excel workbook file is required as input for auditing.

Data sources named by the Skill

User-provided spreadsheet

The user provides the spreadsheet file to be audited.

Snapshot assessment

65/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Low risk. Needs review.

Skill structure

80/100

Instruction clarity

100/100

Dependency transparency

15/100

Permission transparency

50/100

Safety guardrails

65/100

Finance task fit

100/100

Audit findings

Medium

Dependency manifest is absent from the snapshot

No requirements.txt or equivalent manifest is included in the captured directory.

Low

No financial advice boundary

The workflow audits financial models but includes no explicit investment advice disclaimer.

Content

The pages and relations around this Skill

Skill

Audit Spreadsheet

Repository

anthropics/financial-services

topic

Audit spreadsheet

P0 relation label. No public page yet.

agent

Claude Code

P0 relation label. No public page yet.

collection

Financial analysis

P0 relation label. No public page yet.

guide

Reviewing finance skills before install

P0 relation label. No public page yet.

Registry

Read this record as data

The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.

Record ID
github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/audit-xls
Snapshot ID
fsh-audit-xls-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.