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Formula Audit XL

For Consulting

Hand over models clients can open, understand, and trust

Build and deliver Excel models that are formula-consistent, free of hidden hardcodes, and structured so clients can maintain them without calling you back.

Your day with Formula Audit XL

1

Pre-delivery model quality check

Before the final presentation, run a full audit of the client deliverable. Consistency check flags two rows in the cost model where a formula was overwritten with a static value during an all-nighter. Corrected before the client ever sees it.

2

Documenting the model for client handover

The engagement is closing. Run Cell Map so every cell type is colour-coded, then walk through Explore Precedents on each key output so the logic from inputs to results is visible on screen. The client's finance team can navigate and maintain the model without a knowledge-transfer workshop.

3

Validating a colleague's work before sign-off

A junior consultant built the financial model for a market-entry case. Trace the precedents on each output to confirm the logic matches the design. One assumption cell is referenced from the wrong scenario column. Caught before the partner review.

4

Responding to a client challenge on a specific output

The client questions a projection during the steering committee. Trace that output's precedents live on screen, showing the exact path from assumption to result. The conversation moves from doubt to discussion.

Consulting models carry the firm’s credibility. They are built quickly, often by multiple contributors, and handed to clients who will use them long after the engagement ends. A clean handover (formula-consistent, free of temporary hardcodes, with a clear structure) is part of the deliverable.

“A model error discovered by a client damages the relationship regardless of how good the strategy work was. Having a structured audit step before every delivery has become part of how our team works.”
Senior Manager, strategy practice, Big-4 consulting · Consulting

Stop eyeballing models. Start auditing them.

For Microsoft Excel on Windows: 2016, 2019, 2021 & 365 · No data leaves your machine