Financial Model Auditor
Set the audit scope, upload your workbook, and arrive with a structured review request ready to send.
Or choose from a pre-made template
Choose a ready-made financial model and adapt it to your business.
3 Statement Model
Integrated income statement, balance sheet, and cash flow forecasts.
DCF Model
Discounted cash flow valuation model with explicit forecast, terminal value, and WACC.
Leveraged Buyout Model
Complete LBO analysis with debt financing structures, sponsor returns, and sensitivity to exit scenarios.
Hiring Model
12-month headcount, comp expense, and sales-productivity forecast across five departments.
What a financial model audit should cover
A financial model audit is a structured review of whether a workbook is accurate, logical, transparent, and fit for its intended decision. It is especially valuable before a financing, transaction, board meeting, or major investment decision.
Check formulas and workbook integrity
Formula errors, broken links, inconsistent ranges, hardcoded values, and circular references can undermine an otherwise strong model. An audit should identify issues systematically and distinguish isolated errors from structural problems.
The review should also test that calculations flow correctly between operating schedules, financial statements, valuation outputs, and summary dashboards.
Challenge the model logic
A workbook can be technically error-free but still produce misleading results if its business logic is weak. Auditing the model means checking whether revenue drivers, margins, working capital, taxes, debt, and cash flow reflect how the business actually operates.
Key assumptions should be internally consistent and aligned with the model’s stated purpose, whether that is planning, valuation, diligence, or financing.
Prioritize material issues
Not every finding has the same impact. A practical audit prioritizes issues according to their effect on valuation, liquidity, leverage, investor returns, and decision-making. This gives teams a clear remediation plan instead of an unranked list of comments.
Frequently asked
What can a financial model audit review?
Choose the areas that matter most, including formula errors, broken links, logic, accounting, assumptions, formatting, completeness, and sensitivities.
Will my workbook be changed?
The audit request is designed to identify and explain issues first. You remain in control of any changes to the workbook.
Which files can I upload?
Upload one Excel workbook in .xlsx format, up to 5 MB.
What are common financial model errors?
Common issues include broken links, inconsistent formulas, hardcoded values in calculations, circular references, incorrect signs, and incomplete sensitivity analysis.
When should I audit a financial model?
An audit is especially useful before fundraising, a transaction, a board review, financing, or when a model has passed between several owners.
Can I choose the depth of the audit?
Yes. Select a focused review or a more comprehensive audit, then set the scope and priorities that matter most.
What will the audit focus on?
The request can cover workbook structure, formulas, accounting logic, assumptions, outputs, presentation, and scenario analysis.
Have more financial modelling questions? Contact us
