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Financial Model Builder

Builds formula-driven Excel financial models (3-statement, DCF, LBO) with audit and delivery checks

Source Download skill
Repository
iOfficeAI/OfficeCLI
Stars
32,939
Licence
Apache-2.0
Files
1 file

What it does

Once installed, the agent builds Excel workbooks that work like professional financial models. It separates inputs, calculations and outputs into zones, keeps assumptions in labeled cells rather than buried in formulas, and checks that balance sheets balance and valuations trace back to their drivers. It relies on the broader officecli-xlsx skill for basic spreadsheet rules and adds model-specific recipes for 3-statement, DCF and LBO models, sensitivity tables and scenario switches.

Great for

  • Founders or analysts preparing a fundraising or 3-statement projection in Excel
  • Finance students learning how DCF or LBO models are structured and audited
  • Teams that need a formula-driven .xlsx rather than hardcoded numbers

Skip it if

  • Simple budget trackers or CSV reports, which the skill says to route to the basic xlsx skill instead
  • High-stakes investment or accounting decisions without review by a qualified professional, since model outputs depend entirely on the assumptions entered

Try asking

  • “Build a 3-statement model for my startup with P&L, balance sheet and cash flow for the next five years”
  • “Create a DCF valuation with WACC, terminal value and a sensitivity grid on growth and WACC”
  • “Set up an LBO model with a debt schedule, cash sweep and IRR/MOIC returns”
  • “Add Base, Upside and Downside scenarios to my SaaS ARR model with a dropdown switch”
Step-by-step guide: how to use Financial Model BuilderInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    officecli-financial-model.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip officecli-financial-model.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip officecli-financial-model.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Provide your key assumptions up front (growth rates, margins, tax rate, WACC, pricing) so the agent can place them in the Inputs zone
  • Ask the agent to run the zone audit and balance checks before trusting any output, and review the blue-font assumption cells yourself
  • Install the officecli tool from the official repository or verified source and review the install script before running it, since the setup runs a remote script

What's inside

  • SKILL.md

Redistributed unmodified from iOfficeAI/OfficeCLI under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.