Shortcut: an Excel AI agent for financial modeling and analysis

Shortcut is an AI agent for financial modeling and analysis, offered through an Excel add-in, web app, Windows desktop and CLI. It can assist with building and editing models, analyzing workbooks, and tracing source files. Capabilities depend on where the selected product runs. Check the official documentation before choosing a workflow.

What it can do

Work with spreadsheets: The Excel add-in works with the open workbook, while the web app handles files in a browser workspace. File access, macros, and integrations differ by product. Modeling and analysis: Shortcut is positioned for financial workflows, including model building and source tracing. Review formulas, assumptions, references, and units, especially in forecasts, valuations, and investment analysis. Outputs are not investment or accounting advice. Multiple interfaces: Official docs distinguish CLI/Desktop, Excel add-in, web app, and Platform API. Desktop Excel mode on Windows can access some local files and Excel-specific features; the add-in is interactive within Excel; web and API workflows use files supplied to those environments. VBA, macros, and unattended operation are not supported equally. Plans and credits: The current pricing page lists Free, Pro, Teams, and Enterprise options with credit-based usage. Prices, allowances, billing periods, and features can change; see current pricing.

How to get started

Choose a product from the official site, sign in, and read its guide. Open or provide the workbook, then specify the task, scope, assumptions, and expected output. For consequential edits, work on a copy and review the changes and calculations before saving.

Use cases and limits

Shortcut may assist with spreadsheet cleanup, financial models, analysis, and report preparation. Actual capability depends on product, account, file type, and organizational settings. AI can misread workbook structure or produce incorrect formulas. Review important results and follow data access policies. Do not upload unauthorized personal, customer, or confidential information; check file access and retention rules for the chosen environment.

FAQ

Can every version run VBA or access local files?

No. Support varies by product. Check the documentation for the version you use.

Can I use an AI-generated financial model directly for decisions?

Review formulas, inputs, assumptions, sources, and boundaries first. It is not professional investment or accounting advice.

What are the current plans and credit limits?

Plans and quotas can change. Check the live pricing page.