Shortcut AI

Shortcut AI supercharges financial modeling and analysis inside familiar workflows. Focus on decision-making while the agent helps you build detailed models, improve them, and move faster through complex finance tasks.

Key capabilities include building detailed models, tracing changes back to source files, and going beyond standard Excel workflows. Shortcut is designed for teams that work with high-stakes spreadsheets—finance and investment professionals such as hedge funds, PE firms, banks, asset managers, FP&A teams, investors, advisory and consulting firms, accounting firms, and family offices.

To fit different ways of working, Shortcut is available in multiple formats: an Excel add-in for the models your team already uses, web access for opening workbooks in the browser, and desktop and CLI options for more direct workflow integration. You can use the Excel add-in for day-to-day work and the CLI for repeatable workflows from your terminal.

For governance and data control, Shortcut emphasizes independently audited systems, zero-data retention agreements with AI model providers, private model gateways, and customer-owned storage. It also supports on-prem deployment and includes SOC 2 Type II controls. Pricing and plans are offered, with enterprise pricing available, but specific plan prices aren’t included in the provided content.

What does Shortcut AI do in Excel?

It helps you build and edit detailed financial models and supports analysis workflows so you can focus on decision-making rather than manual spreadsheet work.

Can Shortcut AI trace outputs back to where the work came from?

Yes. Shortcut includes the ability to trace work to source files, helping you understand how results were produced.

How can I use Shortcut AI—does it work only in Excel?

You can use Shortcut via an Excel add-in, web (in your browser), desktop, or the Shortcut CLI for running repeatable workflows from your terminal.

What governance and data controls are available?

Shortcut emphasizes independently audited systems, zero-data retention agreements with AI model providers, private model gateways, and customer-owned storage. It also supports on-prem deployment and includes SOC 2 Type II controls.

Is Shortcut AI offered as part of a plan or do I pay per use?

Plans and enterprise pricing are available, but the provided content doesn’t include specific pricing amounts for each plan.

Who is Shortcut AI intended for?

It’s designed for finance professionals and organizations like hedge funds, PE firms, banks, asset managers, FP&A teams, investors, advisory and consulting firms, accounting firms, family offices, and enterprises.