Shortcut
AI agent for finance work that builds and edits financial models and analyses in spreadsheets, with traceability to source files, available on the web, a desktop app and Excel and Google Sheets add-ins.
About Shortcut
Analysts spend hours building and updating spreadsheet models by hand and checking numbers back to source documents.
Who it’s for
- Analysts at investment, private equity, banking and FP&A teams who build Excel models
- Teams that need on-premises or zero-data-retention deployment for financial data
When to consider it
Consider Shortcut when you want an agent that works inside Excel or Google Sheets on financial models instead of a general chat assistant.
Tradeoffs & limitations
- The free plan has 20 credits a week and a message typically uses 2 to 15 credits; Pro is $100 a month billed annually for 1,000 monthly credits, and Teams is $320 a month plus $100 per seat.
- SSO, BYOK, private gateways and custom contracts require Enterprise.
SOTA overview · Documentation-based assessment · Sources & review method
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Sources & review method
Documentation-based assessment · Nov 3, 2026 · Prepared with AI assistance; not a hands-on benchmark.
Checked by SOTA · AI-assisted documentation review. Selection advice is our assessment; verify current requirements for your deployment.
Import history & original evidence
Shortcut official website
AI agent for finance work that builds and edits financial models and analyses in spreadsheets, with traceability to source files, available on the web, a desktop app and Excel and Google Sheets add-ins.
Based on official pages and announcements checked on 2026-11-02. No hands-on test, performance benchmark or popularity ranking is claimed.