Financial model check

Catch errors in a financial model before the client sees it.

A single hardcoded cell or mismatched assumption can undermine a whole model. Hops reads the model in Google Drive or Sheets and checks it the way a careful reviewer would, then ranks what it finds.

How it runs: Ask Hops, with a skill so the output has the same format every time. No automation needed.

What it does

• Finds hardcoded values. Hops looks for typed-in numbers inside formula ranges.
• Compares assumptions across tabs. The same driver, such as churn or growth, should match everywhere it appears.
• Checks links and totals. Broken links and totals that do not reconcile are listed with their cells.
• Ranks issues by impact. Items that change the headline numbers come first, cosmetic issues last.
• Compares versions. Ask for what changed between two versions of the model.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Check the Acme operating model for errors.

Do the churn and growth assumptions match across all tabs of the Globex model?

What changed between v3 and v4 of the Northwind model?

Do the totals on the summary tab reconcile with the detail tabs?

List only the issues that change the revenue forecast.

Example reply:

Checked Acme operating model.xlsx:

• High: 2 hardcoded values break the revenue build.
• Medium: churn assumption differs between the Revenue and Summary tabs.
• Low: 1 broken link to an old file.

What you get

• A ranked issue list in chat, in the same thread, with the tab and cell for each issue.
• A saved Doc or Table, when you ask for one. Say “save this as a doc” or “put this in a table” and Hops writes it to Docs or Tables in the Space.

Connections needed

Connect these apps. Each card opens Connections in the app.

Google Drive

Model files (or Google Sheets).

Slack

Sharing findings with the team.

Set it up

1. Connect your apps

   Connect Google Drive or Sheets, and Slack, in Connections.

   See Connections.

2. Pin the model (optional)

   Create a client-acme Space and pin the model in Space context, so Hops checks the right file.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You check financial models. Look for hardcoded values in formula ranges, inconsistent assumptions between tabs, broken links and totals that do not reconcile. Rank issues by impact.
   

   See Build a skill.

4. Ask

   Ask Hops in chat on every new model version.