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/debug-model — Financial Model Audit

Financial models are living documents that get edited by multiple people over weeks or months. Each edit creates an opportunity for error: a formula gets pasted over with a hardcoded number, a SUM range misses a newly inserted row, or a balance sheet that once balanced now has a $2M gap that nobody noticed. These silent errors can lead to incorrect valuations, flawed investment decisions, or embarrassing moments in front of clients. Model auditing is the systematic process of checking a financial model for formula errors, logic issues, and structural problems. This command runs the deepest audit level — covering both formula-level checks and financial model-specific integrity checks. For a deep dive into Excel auditing methodology, see the Audit XLS Skill page.

Command Syntax

/debug-model [path to .xlsx model file]
Examples:
/debug-model ./models/LBO_Model_v3.xlsx
/debug-model ./Project_Atlas_DCF.xlsx
/debug-model
If no file path is provided, Claude will ask for the model to review.
Claude reports findings but does not edit the model without being asked. Review the findings report first, then request specific fixes.

What It Produces

A structured findings report with severity levels (Critical, Warning, Info), organized by category (Formula, Balance, Logic, Formatting). Each finding includes the sheet, cell/range, issue description, and suggested fix.

Audit Scope

Formula-Level Checks

Formula errors (#REF!, #VALUE!, #DIV/0!), hardcoded values inside formulas, inconsistent formula patterns, off-by-one ranges, pasted-over formulas, and broken cross-sheet links.

Balance Sheet Integrity

Assets = Liabilities + Equity for every period. If the BS does not balance, the gap is quantified per period and the break point is traced.

Cash Flow Integrity

CF Ending Cash = BS Cash (every period). D&A, CapEx, and working capital changes have correct signs and tie to source schedules.

Model-Type-Specific Bugs

DCF: discount rate application, terminal value. LBO: debt paydown mechanics, PIK accrual. Merger: accretion/dilution share counts. 3-statement: WC signs, depreciation schedule.

How to Customize for Your Firm

claude plugin install financial-analysis@financial-services-plugins
Edit skills/audit-xls/SKILL.md to add firm-specific checks, tolerance thresholds, or model conventions.