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MuzeWinter
MuzeWinterCOMMUNITY
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model-audit-tieout

Audit Excel financial models for formula integrity and source tie-outs.

1|2|Updated Jun 16, 2026
Search Tags:#financial models#formula integrity#decision readiness#workbook audit#source tie-out#excel review
One-click install
npx skills add https://github.com/MuzeWinter/CooperAPI-Plugin --skill model-audit-tieout-muzewinter
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: model-audit-tieout
Source: https://github.com/MuzeWinter/CooperAPI-Plugin/tree/main/plugins/investment-banking/skills/model-audit-tieout
Command: npx skills add https://github.com/MuzeWinter/CooperAPI-Plugin --skill model-audit-tieout-muzewinter

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill audits existing financial models and workbook outputs so you can catch formula breaks, unsupported assumptions, broken links, and weak source support before anyone relies on the result.

Core Features & Use Cases

  • Workbook Health Checks: Reviews formulas, hardcodes, hidden sheets, external links, circularity, and other mechanical risks inside Excel models.
  • Source Tie-Out Review: Traces key outputs and assumptions back to source documents, model cells, and explicit assumptions for decision support.
  • Decision Readiness: Produces issue logs, readiness posture, and banker-readable audit packs for IC, credit, client, diligence, or board use.
  • Example Use Case: A user uploads a valuation or lending model and asks for a review of sensitivities, cash flow logic, support for assumptions, and whether the file is ready for committee review.

Quick Start

Ask the skill to review the attached workbook for formula integrity, source tie-outs, assumptions, sensitivities, and readiness before decision use.

Frequently Asked Questions about model-audit-tieout

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

FAQPage Schema
How do I audit an Excel financial model for formula integrity and decision readiness?▼

You can review workbook health by inspecting formulas, hardcodes, hidden sheets, and external links for mechanical risks. This process logs issues and traces source support to ensure your transaction model is ready for committee review.

What is source tie-out tracing in financial modeling?▼

Source tie-out tracing verifies that key model outputs and assumptions trace back to original source documents or explicit model cells. This Skill performs static Excel inspection to document support for valuation and forecast outputs.

Can I use openpyxl to check for hardcoded numbers and broken links in Excel workbooks?▼

Yes, you can use openpyxl to perform static inspection of Excel workbooks for hardcoded numbers, broken external links, and hidden sheets. This Skill leverages openpyxl to log mechanical risks and assess decision readiness.

Does this Excel review tool work for valuation and lending covenant checks?▼

Yes, this Excel review tool works for valuation, lending covenant checks, and forecast models. It reviews cash flow logic and sensitivities, producing an audit pack with documented assumptions and readiness posture for client or credit committee use.

What are the limitations of static Excel inspection for workbook health checks?▼

Static Excel inspection limitations include not capturing dynamic formula calculations or real-time data updates during workbook health checks. This Skill focuses on structural formula integrity, source tie-out tracing, and documented assumptions rather than live recalculations.

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