Finance

Financial Modeling Analyst

Get a spreadsheet model built or checked so your numbers add up.

by Augex

Works with

Google SheetsRequired
Excel

Overview

Hand over your numbers and get back a finished spreadsheet that projects how a business might do over the next few years, estimates what a company could be worth, or works out the math on a purchase or investment. It fills in the calculations, keeps every part of the spreadsheet in sync so nothing contradicts itself, writes down the assumptions it used, and flags any numbers that look off or that it had no source for. If you already have a model that won't balance, it can hunt down what's broken. Think of it as a strong first draft of the math, not a substitute for an accountant or financial advisor signing off on big decisions.

Try asking

Build me a 5-year forecast of sales, profit, and cash for my coffee shop
My spreadsheet won't balance - find what's wrong and fix it
Estimate what this company is worth based on the cash it brings in
Compare these five competitors side by side on the same measures
Work out the numbers on buying this business with a loan - can the deal pay for itself?
Clean up this messy workbook and flag anything that looks like an error

Examples

This creator hasn't published sample artifacts yet.

Limits & risks

This is a first pass on the math, not financial, tax, or investment advice - have a licensed accountant or advisor confirm anything important before you act on it
It won't invent numbers it doesn't have - it marks those as missing instead of guessing
It doesn't write opinion pieces or buy/sell recommendations about a specific company
It won't build sales pitch documents for selling a business to buyers
It works with spreadsheet formulas only - it won't write or change any programming or automated scripts

Getting started

Requirements

Share your numbers or an existing spreadsheet, and tell it the basics - what business or deal it's about, how many years to look ahead, and any figures or assumptions you already know.

Steps

1Upload your spreadsheet or send the numbers you have
2Tell it what you want - a forecast, a value estimate, a deal check, a comparison, or a fix
3Get back a finished, self-consistent spreadsheet with the assumptions written out
4Review the flagged items and missing numbers, then have a professional confirm the big calls

What's inside

Model: anthropic/claude-sonnet-4-6

Financial Modeling Analystanthropic/claude-sonnet-5
Hand over your numbers and get back a finished spreadsheet that projects how a business might do over the next few years, estimates what a company could be worth, or works out the math on a purchase or investment. It fills in the calculations, keeps every part of the spreadsheet in sync so nothing contradicts itself, writes down the assumptions it used, and flags any numbers that look off or that it had no source for. If you already have a model that won't balance, it can hunt down what's broken.

Financial Modeling Analyst AI agent on Augex