Normalize Local Financial Spreadsheet Fields With Claude Code

Standardize types, dates, and labels in a scratch spreadsheet before modeling, using Anthropic's documented spreadsheet cleanup workflow.

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Setup for Claude Code

Claude Code and financial-analysis. Use a local XLSX copy. Supply the unit and line-item conventions you want the cleanup to follow.

In Claude Code, run claude plugin marketplace add anthropics/financial-services.
Install with claude plugin install financial-analysis@claude-for-financial-services.
Start Claude Code in a scratch directory. Invoke the clean-data-xls skill or ask for the clean-data-xls skill by name.

Example task

Create a two-row XLSX sample with an extra-space revenue label, the text value 1,200, and a close date recorded as 2026-09-30. Ask for a preview of conversions and a cleaned copy using units of thousands.

Expected result

The label is trimmed and the amount becomes a numeric 1,200 in the stated unit. The original and cleaned rows are distinguishable and ambiguous types are flagged.

Upstream documentation

Original SKILL.md on GitHub · Apache-2.0 license · Source reviewed 2026-11-15

Frequently asked question

Does spreadsheet cleanup infer accounting semantics?

It standardizes field formatting and types. Explicitly supply accounting mappings, sign conventions, and fiscal-period rules when the analysis needs them.