Claude Financial Model Audit — 10 Claude Agents

Claude Financial Model Audit with 10 agents and the corrected January–March 2027 report. January cash is 35.050 USD thousands.
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Claude Financial Model Audit with 10 agents and the corrected January–March 2027 report. January cash is 35.050 USD thousands.
Reviewed Base and Downside cash from the same model. Downside January cash is 27.250 USD thousands against a 30.000 floor, beside the 10 review roles.
Free digital product — no payment required
Request your copy with your name and email
Receive the download link directly in your inbox
No credit card or billing address needed
No checkout or store account to create
Save your copy for later
Description

Turn a financial model review into a prioritized issue register with exact cell references, source evidence, financial impact, proposed corrections and post-fix tests. Claude Financial Model Audit is a free working pack for CFOs, FP&A professionals, controllers and financial modelers.

10 specialized Claude review roles

Audit Lead, Formula Inspector, Units & Periods, Assumption Reviewer, Statement Linker, Debt & Funding, Cash Reconciler, Scenario Tester, Sensitivity Analyst and Independent Reviewer cover the model from source assumptions through financial reconciliations and correction review.

Included in the pack

  • Ten Claude Code agent definitions with required inputs, practical actions, outputs and acceptance checks.
  • An editable Excel audit report with an issue register, a review checklist, a single-build three-statement example, assumptions and source evidence.
  • A concise start guide, coordinating prompt and shared evidence rules.

A concrete worked result

The clearly fictional January–March 2027 case contains eight documented findings. January cash changes from $64,550 in the received snapshot to $35,050 after correction. The reviewed Downside case has January cash of $27,250, which is $2,750 below the $30,000 minimum.

The example illustrates formula, period, assumption, statement-link, financing-sign, cash-carry, scenario and unit-conversion issues. Its values were checked through recalculation and independent source arithmetic. It does not represent a recorded live Claude execution.

Use the agent definitions with your own Claude Code access and available spreadsheet tools, or use their instructions as standalone prompts. Excel is needed for the editable report. Sources and human review remain necessary. The pack does not guarantee detection of every error and does not provide an independent assurance opinion.

Created by Henry Sheykin for FinModelsLab.