Shortcut is an AI agent for Excel that builds and edits spreadsheets and financial models. It can create LBO, DCF and three-statement models, generate formulas and trace results back to source files. You can use it as an Excel add-in, in a Google Sheets plugin, from a command-line interface, as a desktop app or in the browser. A free plan gives 20 weekly credits, Pro costs $100 a month billed annually, and Teams is $320 a month plus $100 per seat, also billed annually.
Finance professionals are the audience: hedge funds, private equity firms, banks, asset managers, FP&A teams, advisory, consulting and accounting firms, family offices and enterprises. Individual analysts can start on the free tier and move to Pro for 1,000 monthly credits, unlimited file creation and edits and platform API access. Teams share a pooled credit balance, a shared workspace, usage analytics and central billing, while Enterprise customers add SSO, bring-your-own-key, private gateways, on-prem deployment and custom contracts.
An investment banking team can build a full LBO model with more than 400 linked formulas in about 45 minutes, compared with roughly five hours by hand, according to the company. An FP&A analyst can ask the agent to update an existing workbook and review each edit before approving it. A review team can speed up checking of models, and a case study from TresVista reports 25 to 35 percent efficiency gains during a 45-day pilot. Developers can script repeatable workflows from a terminal with the CLI, and credit usage typically runs 2 to 15 credits per message.
