How to analyze finance data in Excel files automatically
Run six finance skills locally in Nexus Runner to turn Excel budget, cashflow and ledger data into variance tables, 30/60/90-day forecasts and anomaly lists.
Skills in this bundle
Budget Sentinel
Compare budget vs actual spending -- calculates variance, flags over-budget items, supports department grouping and threshold alerts
Cashflow Radar
Forecast cashflow horizons (30/60/90 days), category breakdown, confidence intervals.
Data Insight
28-mode analysis for Excel/CSV/SQLite: schema inspection, SQL query, statistical summaries, fraud detection (Benford, counterparty, network topology), large-amount test, Journal Entry Testing (JET), business-finance reconciliation (AR/AP aging, inventory turnover), and BI export.
Data Quality Warden
Full-featured CSV/Excel/JSON/XML data cleaning with 54 PowerBI DataProcessor rules (FormatCleaner 11 rules, StructureCleaner 20 rules, SemanticCleaner 23 rules), quality scoring, and pipeline automation.
Valuation Compass
Discounted cash flow (DCF) valuation: discounts projected free cash flows at WACC plus a perpetuity-growth terminal value to derive enterprise value, equity value and per-share value, with a WACC x terminal-growth sensitivity table and review next-best-actions (actions.json). (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)
Fin Analyze
Analyze budget for finance scenarios and output a structured, reviewable result with actionable recommendations. Prompt-class skill; results require human review. (Action Co-pilot: generates next-best-actions (actions.json), follow-up tasks and calendar reminders on top of the analysis — what to act on today.)
Open your Excel file in Nexus Runner and run six finance skills in order: Data Quality Warden cleans the sheet, Data Insight inspects schema and statistics, Budget Sentinel compares budget against actuals, Cashflow Radar projects 30/60/90-day cash, Valuation Compass runs a DCF, and Fin Analyze writes the numbers up as a reviewable read-out. All six execute on your own machine, so the workbook is never uploaded, and what you get back is a structured, re-checkable file rather than a free-form answer.
- Six finance skills cover cleaning, inspection, analysis, forecasting, valuation and written read-out, all called locally from Nexus Runner.
- Excel, CSV and SQLite files stay on local disk; nothing is uploaded for analysis.
- Skills on this page cost 1 to 10 Nex per run. Free tier: 200 Nex per month, reset at the start of each month. Pro: ¥49/month with 3000 Nex. Enterprise: ¥299/month with 50000 Nex.
- Fraud detection and Journal Entry Testing are built in: Benford, weekend entries, round amounts, threshold amounts, duplicates, missing sequence numbers.
- Nexus Runner 1.0.10, Windows 10/11 x64 only.
What automatic Excel finance analysis means here
Automatic Excel finance analysis moves reconciliation, variance comparison, cash forecasting and voucher sampling out of hand-built pivot tables and formulas into skills with a fixed input and output contract. In MCP Nexus a callable unit is either a skill or an agent; the six on this page are finance-domain skills. They read the Excel or CSV file you point them at, compute against defined rules, and write results out as structured tables, charts and lists. The difference from conversational Q&A is that the definitions hold: the same sheet run twice returns the same fields, so every line can be checked and months can be compared. Everything executes inside Nexus Runner on your own PC, and the source workbook never leaves it.
From one spreadsheet to a conclusion you can check
Three ways to do the same job
| MCP Nexus | Manual work | Generic cloud AI | |
|---|---|---|---|
| Where the data goes | Skills execute inside Nexus Runner on your PC; the workbook is never uploaded | Sheets travel by email and shared drives, and versions drift | The whole sheet has to be sent to a third-party server first |
| Depth of analysis | Cleaning, schema inspection, SQL, statistics, fraud and JET testing, budget variance, cash forecasting and DCF chained together | Pivot tables and formulas rebuilt by hand every month | Good at suggesting an approach, weak at producing the same checkable table twice |
| Shape of the result | Structured output written to disk each run, reviewable and comparable month over month | Conclusions scattered across drafts, mail threads and chats | Answers generated per prompt; change one number and you ask again |
| Data quality up front | 54 cleaning rules run before analysis, covering encoding, merged cells and voucher balance | Manual eyeballing, where omissions are hard to catch | Answers computed straight off dirty data, which amplifies the error |
| How it is priced | Metered in Nex: 1 to 10 Nex per run for these skills, with 200 free Nex per month | Priced in staff hours, concentrated in month-end overtime | Priced per seat, unrelated to how much you actually run |
Real use cases
FAQ
How do I analyze an Excel finance sheet automatically?
Select the file in Nexus Runner and call the finance skills in order: Data Quality Warden to clean, Data Insight for schema and statistics, Budget Sentinel for budget versus actual, Cashflow Radar for the forecast, Fin Analyze for the write-up. Each step computes against defined rules, so no formulas or scripts are needed.
Do I have to upload my spreadsheet to the cloud?
No. All six skills execute inside Nexus Runner on your own machine, and the Excel, CSV or SQLite file stays on local disk throughout the analysis.
How much Nex does one analysis cost?
Skills on this page cost between 1 and 10 Nex per run -- Fin Analyze 1 Nex, Valuation Compass 3 Nex, Cashflow Radar 5 Nex, for example. The free tier includes 200 Nex per month, reset at the start of the month; Pro is ¥49/month with 3000 Nex; Enterprise is ¥299/month with 50000 Nex.
Do I need to code, and what does my PC need?
No coding: pick a file, pick a skill, fill in the parameters. You need Nexus Runner 1.0.10, which supports Windows 10/11 x64 only.
Can I act directly on the DCF output from Valuation Compass?
No, treat it as working material. It discounts the free cash flows you supply at your WACC, adds a perpetuity-growth terminal value, and reports enterprise value, equity value, per-share value and a sensitivity table plus next actions for sign-off. Every assumption and conclusion must be reviewed by a qualified professional, and the output is not investment or valuation advice.