financial-architect

Convert Excel financial models into rule-based systems with Named Ranges.

28|19|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/panaversity/agentfactory-business-plugins --skill financial-architect
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-architect
Source: https://github.com/panaversity/agentfactory-business-plugins/tree/main/idfa-financial-architect/skills/financial-architect
Command: npx skills add https://github.com/panaversity/agentfactory-business-plugins --skill financial-architect

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

IDFA makes Excel models readable, auditable, and governable by converting coordinate-based logic into explicit, named ranges and rule-based formulas, enabling governance and reproducible results.

Core Features & Use Cases

  • Three-layer architecture (Assumptions, Calculations, Output) with Named Ranges
  • Audit-ready documentation: Intent Notes for every formula and LaTeX verification for complex maths
  • Deterministic what-if, goal-seeking, and Monte Carlo simulations using the spreadsheet engine
  • Model retrofit: convert legacy coordinate-based models to IDFA-compliant structures
  • Explanations and logic maps to hand off to analysts

Quick Start

Describe the business rule you want encoded, and I will convert it into an IDFA-compliant named-range model ready for Excel.

Frequently Asked Questions about financial-architect

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I make Excel financial models auditable and readable?

Make Excel financial models auditable by converting coordinate-based logic into explicit Named Ranges and rule-based formulas. This approach enforces governance, documents intent, and ensures reproducible calculation results across three-statement models.

What is the best way to audit legacy Excel financial models?

Auditing legacy Excel models is best handled by retrofitting them into a three-layer architecture of Assumptions, Calculations, and Output. This process enforces guardrails, applies Named Ranges, and appends Intent Notes to clarify formula logic.

How do I add Intent Notes and LaTeX verification to Excel formulas?

Add Intent Notes and LaTeX verification to complex formulas by applying a logic-first architecture to your spreadsheet. This appends documentation to every formula and verifies complex maths structurally before delegating calculations to the spreadsheet engine.

Can I run Monte Carlo simulations in Excel using Named Ranges?

You can run deterministic Monte Carlo simulations, what-if analysis, and goal-seeking directly in Excel by structuring models with Named Ranges. The spreadsheet engine handles calculations while the structural rules ensure reproducible results.

Does this approach work for building SaaS dashboards and three-statement models?

This approach works for building SaaS dashboards, three-statement models, and complex simulations. It enforces a three-layer architecture with Assumptions, Calculations, and Output layers, making the logic governable and ready for analyst handoffs.