Shortcut

Shortcut is an AI agent for Excel that automates spreadsheet tasks and builds financial models from text descriptions.

Shortcut is an AI agent designed for finance professionals, hedge funds, banks, and enterprises to automate spreadsheet workflows in Excel. Users can generate formulas instantly, build LBOs, DCFs, and 3-statement models, and save 10 to 15 hours per week on reporting. The platform runs via a web application, desktop app, Excel plugin, Google Sheets plugin, and CLI. It includes security features such as zero-data retention agreements, private model gateways, on-premise deployment options, and customer-owned storage. The system features a finance-specific language model named Pivot and integrates into existing Excel models.

Shortcut at a glance

Best for: Finance, Founder
Runs on: Web, macOS, Windows, Excel plugin, Google Sheets plugin, CLI
Pricing: Free plan available; Pro plan available; Teams $100 per seat/month; Enterprise custom pricing available.
Released: July 2025
Category: AI productivity tool
Website: shortcut.ai

Key features

Build financial models from text descriptions
Generate Excel formulas instantly
Create LBOs, DCFs, and 3-statement models
Run repeatable workflows from the terminal
Approve edits using keyboard shortcuts
Deploy on-premise or use private gateways
Manage team workspaces and pooled credits

Use it for

Building full LBO models
Automating spreadsheet tasks
Generating complex financial formulas
Reviewing financial models

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