Financial Model Builder for Google Sheets
Build professional financial models in Google Sheets with AI formula design and scenario analysis
What You Can Do
Create comprehensive financial models from scratch or refine existing ones using Claude to design formulas, validate calculations, and stress-test scenarios. You'll generate sophisticated models including cash flow projections, P&L statements, balance sheets, and valuation analyses—all with properly structured formulas that reference cleanly and scale efficiently. Claude ensures your model logic is sound, catches circular references, and suggests architectural improvements for maintainability.
Features
Claude writes complex formulas (INDEX/MATCH, XLOOKUP, array formulas) tailored to your model structure and automatically calculates dependencies
Build multiple scenarios (optimistic, pessimistic, base case) with parameterized inputs that update all dependent calculations instantly
Catch formula errors, circular references, and inconsistent units before they propagate downstream
Design clean data layers (inputs, calculations, outputs) that scale from startup assumptions to enterprise-grade financial planning
Define lookup ranges, parameterized inputs, and reference structures for seamless what-if analysis
Generate models with clear cell references, explanatory comments, and visual hierarchies that communicate intent
Update models as assumptions change—Claude regenerates affected formulas and validates the entire model end-to-end
Example Output
Example 1: SaaS Unit Economics Model
Inputs:
- Monthly recurring revenue (MRR): $50,000
- Customer acquisition cost (CAC): $2,500
- Payback period (months): 12
- Annual churn rate: 3%
Outputs (auto-calculated):
- Lifetime value (LTV) = MRR × 12 ÷ Churn
- LTV:CAC ratio = LTV ÷ CAC → 8.0x
- Months to payback = 11.5 (adjusted for churn)
Example 2: 3-Statement Model Fully linked Income Statement → Balance Sheet → Cash Flow Statement with proper accounting identities. Net Income flows from P&L to Equity; operating cash flows feed the cash position.
Example 3: Sensitivity Analysis Table Two-variable sensitivity grid (revenue growth 5–25% vs. margin 30–50%) where each cell auto-calculates the resulting EBITDA margin.
What's Included
- SKILL.md: Complete Claude instructions for model-building workflows
- Financial model templates (SaaS unit economics, hardware startup, real estate):
- Formula reference checklist (NPV, IRR, unit economics, cohort retention):
- Validation checklist (circular references, dimensional consistency, audit trails):
- Scenario setup guide (parameter design, naming conventions, data linking):
- Example models with inline comments (3-statement, cohort analysis, DCF valuation):
Who It's For
- CFOs and finance managers — Build and maintain corporate financial plans without external consultants
- Startup founders — Model revenue growth, burn rate, and fundraising scenarios on your own schedule
- Financial analysts — Create auditable, scalable models for valuation, M&A analysis, and strategic planning
- Business owners — Forecast cash flow, plan tax strategy, and simulate outcomes under different assumptions
- Investors & advisors — Build and stress-test models to evaluate opportunities and deal assumptions
Best For
- Building multi-year financial projections (revenue, expenses, cash flow)
- Creating scenario models (base case, bull case, bear case with one-click switching)
- Designing and validating complex formula logic across hundreds of cells
- Stress-testing assumptions (sensitivity analysis, parameter variation, what-if analysis)
- Refactoring legacy models for clarity, auditability, and long-term maintainability
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