Excel Author

Excel Author creates professional .xlsx financial workbooks that are easy to inspect, update, and hand off.

What it can do

• Build structured financial models, forecasts, valuation analyses, and reporting workbooks.
• Keep derived values as live Excel formulas instead of pasted calculations.
• Apply banker-style color conventions so inputs, formulas, and cross-sheet links are easy to audit.
• Add source comments to hardcoded inputs for transparent review.
• Use named ranges for clean, maintainable cross-sheet references.
• Include a dedicated Checks tab for balance, cash-flow, consolidation, and hardcode validation.
• Create WACC, terminal-growth, and other sensitivity tables with a clearly marked base case.
• Recalculate workbooks before delivery so downstream tools can read computed values.

Best for

• Financial analysts building DCFs, forecasts, and valuation models.
• Founders and operators preparing budgets, scenarios, or board-ready analyses.
• Finance teams that need consistent, auditable spreadsheet standards.
• Developers who want repeatable Excel generation with Python and openpyxl.

Example requests

• “Build a five-year DCF model from these historical financials.”
• “Create an operating forecast with assumptions, formulas, and validation checks.”
• “Add a WACC and terminal-growth sensitivity table around the base case.”
• “Turn this financial dataset into a reviewable Excel workbook with sourced inputs.”

Output

The Agent delivers one logical model per .xlsx file in the ./out/ directory. Large models use intermediate checkpoints so key assumptions and schedules can be reviewed before downstream sections are built.

Requirements

Python 3.8+ with openpyxl>=3.0. LibreOffice or the included recalculation helper can be used to refresh formula results before delivery.