Financial Analysis Workflows

What problem does it solve?

This workflow centralizes quality assurance and competitive analysis for financial models, pitch decks, and market studies, reducing the risk of material errors and unsupported claims before client delivery or transaction decisions.

Core Features & Use Cases

• Model Audit: Balance sheet reconciliation, circular reference detection, formula tracing, sign convention enforcement, growth sanity and terminal value validation, and cross-statement linkage checks.
• Deck Review: Number consistency across slides, data-narrative alignment, professional terminology enforcement, and formatting standards with slide-level location annotations.
• Competitive Analysis: Porters Five Forces, TAM/SAM/SOM market sizing with methodology, competitive positioning matrix, financial benchmarking via comps_analysis, and moat durability assessment.
• Integrated Outputs: Annotated checklists grouped by severity, precise locations (cell or slide), recommended fixes, and audit trails referencing calls to credit_metrics and peer data tools.

Quick Start

Perform a model audit: verify balance sheet balances, detect circular references, run credit_metrics and comps_analysis where applicable, and produce an annotated audit checklist.