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Best for financial diagnostics

The Diagnostic Engine

$199.00
Best for financial diagnostics
Native editable XLSX model with worked example
Model plus worked example

Turn trial-balance data into a reviewable five-year model and structured findings for the day-10 meeting—you interpret and present the analysis.

Get the Diagnostic Engine

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Get the Full Package — $399

Operating areas

three-statement model
financial model
diagnostics
fractional CFO

The Diagnostic Engine

See the Diagnostic Engine in action

Watch the actual workbook buyers receive, shown with illustrative data so you can see the model and worked example in use.

Two editable XLSX workbooks source model + filled worked example seven worksheets

This is the supplied Diagnostic Engine product tour, showing the workbook buyers receive.

Scope and working structure

What is included

Turn trial-balance data into a reviewable five-year model and structured findings

The Diagnostic Engine structures the analytical work between the trial balance and the day-10 meeting. The model runs the diagnostics and reads its own output; you review the funding gap and pressure points, apply your judgment, and lead the findings conversation with a clear story and next steps.

It includes a native editable three-statement model and worked example that give you a disciplined starting point for your own client analysis. You remain responsible for validating the client evidence and presenting your advice.

Designed for Microsoft Office (Word/Excel). Opens in Google Docs/Sheets via import; minor formatting differences may appear.

What it does

Turn trial-balance data into a reviewable five-year model and structured findings.

The model runs the diagnostics and reads its own output, surfacing the funding gap and pressure points for review. You interpret the evidence, make the call, and present the findings. The editable workbook and worked example provide a structured starting point for your own client analysis. Delivered immediately through your protected purchase page.

Inside the tool

The model, plus a fully worked example so you can see it running before you touch it.

  1. The model

    Editable Three-Statement Model

    The source model includes README, Mapping, Paste Here, Assumptions, Model, Diagnostics, and Summary worksheets.

  2. Worked example

    Filled worked example

    The same model with worked sample data, included so you can inspect it running before you touch the source file.

  3. Delivery

    Immediate protected access

    After completed purchase, both workbooks are available from your purchase-specific download page and delivery email.

How to use it

Start with the model; use the worked example as context.

  1. 01Review the workbook structureRead the README and inspect the Mapping, Paste Here, Assumptions, Model, Diagnostics, and Summary worksheets.
  2. 02Adapt it to the engagementEnter and review client-specific information, assumptions, and mappings using your own diligence.
  3. 03Recalculate and validateUse the compatible spreadsheet application you choose, then verify outputs before using them in client work.

What to expect

Verified model facts, plainly stated.

  • The model, plus a fully worked example so you can see it running before you touch it.
  • Seven worksheets: README through Summary.
  • Two editable XLSX workbooks: the source model and filled worked example.
  • Built-in diagnostic status rows to support your review.
  • One-time purchase with immediate digital delivery.

Diagnostic Engine FAQ

The details behind the model and worked example.