model-updater

You can automate financial model updates by using a script that ingests new reported actuals, applies sector normalization rules, patches affected cells, and generates a changelog. This reduces manual errors and streamlines model maintenance.

Normalizing new financial data involves applying an analyst playbook's sector-specific rules to the new period. This ensures the updated actuals align consistently with the model's existing assumptions and structural formatting.

Yes, you can update financial models stored in Google Sheets. The update process supports adapters for both model files stored locally on disk and remote Google Sheets, patching cells and appending changelog entries directly.

Tracking changes when patching financial model assumptions is handled by diffing the new actuals against existing assumptions and automatically appending changelog entries to maintain a clear historical record of updates.

The best way to maintain financial models after quarterly reporting is to trigger an automated update command for the specific company, which inputs the new actuals, normalizes the data by sector rules, and logs all assumption changes.

Yes, you need file or Google Sheets access to update financial models. The process requires reading the existing model structure to diff assumptions and patch affected cells with the newly normalized actuals.