Finance tasks
Audit xlsExcel financial modeling
Indexedanthropics/financial-services
Audit SpreadsheetFinance 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
- Snapshot risk
- Low
- Audit conclusion
- Needs review
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.
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 content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support 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
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-audit-xls-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads spreadsheet files to audit formulas, check model integrity, and inspect cell values.
FilesystemWrite
NoThe workflow explicitly states it should not change anything without asking — report first, fix on request.
NetworkAccess
NoNo network access or web search is required by the workflow.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
NoNo external credentials or paid data sources are required for spreadsheet auditing.
Dependencies
Excel spreadsheet
User-provided Excel file to audit
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
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
50/100Safety guardrails
65/100Finance task fit
100/100Audit 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.
Sources and relations
Context around this Skill.
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.