Shortcut
Product information, use cases, and access for Shortcut.
Pricing information
No verified public pricing is available yet.
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What is Shortcut?
Shortcut is an AI agent for Excel and finance work, helping users automate spreadsheet tasks, reporting, and financial analysis. It can respond to natural-language requests, generate formulas, edit workbooks, and help build LBO, DCF, and three-statement models. It is designed for investment banking, private equity, asset management, corporate finance, accounting, consulting, and other finance teams.
Users can bring Shortcut into existing Excel workflows through its add-in, or use it through the web, desktop application, or command line. The product supports everyday spreadsheet work as well as repeatable workflows launched from a terminal, and it can trace models back to source files. This range of interfaces suits professionals who want to speed up modeling, analysis, and review while continuing to work with familiar financial spreadsheets.
Key features of Shortcut
Natural-language Excel work
Users can describe a task in natural language, and Shortcut can generate formulas, make edits, and handle related spreadsheet operations within an Excel workbook. This is useful for reducing repetitive formula work and workbook changes while allowing spreadsheet users to work from the outcome they need.
Financial modeling and analysis
Shortcut supports finance-oriented modeling and analysis, including leveraged buyout models, discounted cash flow analyses, and three-statement models. It is suited to finance teams that need help organizing assumptions, connecting model structures, and reviewing financial outputs.
Multiple ways to work
The product offers an Excel add-in, web access, a desktop application, and a command-line interface, so teams can choose an entry point that matches their existing workflow. The add-in fits work inside established models, while the web and desktop options provide broader access and the CLI supports repeatable workflows from a terminal.
Governance-oriented deployment
Shortcut’s official product information describes deployment and data-control options for organizational use, including running it in a customer environment, using private model gateways, and keeping storage under customer control. These options are relevant to enterprise teams evaluating how the product fits their governance requirements for sensitive financial work.