ToolDriver-based Financial Model
Drive the model with assumptions, post them through a real ledger, and get statements that tie - because they were built from double entry, not glued together.
What it does
Builds income statement, balance sheet, cash flow and equity from business drivers by posting them through a journal ledger into a trial balance. The balance sheet balances structurally rather than by plug. The chart of accounts carries Odoo account types, so the model maps onto a real Odoo ledger later.
Who it's for: founders and advisors who need a model that survives an accountant reading it.
What you get: the builder, three input CSVs, a QA checks sheet, and a verification-by-recalculation gate - nothing ships until it is green. Hard rules keep formulas portable: no XLOOKUP, LET or LAMBDA, no circular references, and error-suppression used sparingly.
Specification
| Version | 1.0.0 |
|---|---|
| Compatibility | Not Odoo-specific; chart of accounts carries Odoo account types |
| Requirements | Python 3 with openpyxl, plus a LibreOffice binary for the recalculation gate. Not Odoo-specific. |
| Proven on | a post-deal engagement |
| Writes to | local |
| Keywords | financial model, three statements, driver-based, trial balance, FP&A |
How you install it
Order the kit, download the encrypted bundle from your portal, then unlock it with the activation token we send you:
python3 kitctl.py unlock finmodel-1.0.0.kitpkg --token KIT-... --target https://your-instance.odoo.com --db yourdb --login you --password ... --out ./kit
The token binds to that instance the first time it is exchanged. Reinstalling there stays free; a different instance is refused and we are told about it.