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Shortcut

Shortcut is an AI-powered agent for Excel that automates spreadsheet tasks, generates formulas, and builds financial models quickly. It saves users 10-15 hours per week on finance-related work, enhancing productivity and accuracy in Excel.

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Shortcut is a superhuman AI agent designed specifically for Microsoft Excel, aimed at automating tedious spreadsheet tasks and enhancing productivity for financial professionals. By leveraging natural language processing, Shortcut allows users to generate complex formulas, create financial models, and automate reporting without the need for manual coding. This innovative tool can significantly reduce report creation time by up to 70% and eliminate 95% of formula errors, making it an invaluable asset for anyone working extensively with Excel.

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The platform excels in its ability to understand plain English commands, transforming them into the necessary Excel functions and data transformations. Users can build comprehensive financial models, including Leveraged Buyout (LBO) models, Discounted Cash Flow (DCF) analyses, and three-statement financial models in mere minutes. This capability is particularly beneficial for investment bankers, equity research analysts, corporate finance teams, and accountants who require precision and efficiency in their financial analyses.

Shortcut integrates seamlessly with existing Excel files on both Windows and macOS, functioning as an add-in that enhances the current spreadsheet structure without disrupting existing workflows. Its real-time collaboration features allow teams to work together more effectively, sharing resources and insights across projects. The platform is built with security in mind, adhering to industry-leading standards to ensure that sensitive data remains private and secure.

With a free plan available and premium subscription options for individuals and teams, Shortcut is accessible to a wide range of users. The Teams plan offers pooled credits, shared resources, and advanced security features, making it ideal for organizations looking to enhance their spreadsheet workflows. Overall, Shortcut represents a significant advancement in Excel automation, empowering users to focus on strategic decision-making rather than getting bogged down by manual data entry and analysis.

  • CategoryAI Spreadsheet Tools
  • Pricing ModelFreemium
  • DeploymentCloud
  • PlatformsWindows, macOS

  • Natural language formula generation

  • Financial model building (LBO, DCF, 3-Statement Models)

  • Real-time collaboration

  • Microsoft Excel integration

  • Reduces report creation time by 70%

  • Eliminates 95% of formula errors

  • Free plan available

  • Enterprise-grade security

  • Zero data retention policies

  • Pooled team credits

  1. Open Excel and install the Shortcut add-in.

  2. Use natural language commands to request formula generation.

  3. Select the type of financial model you want to build.

  4. Collaborate with team members in real-time on shared spreadsheets.

  5. Review and audit your models using Shortcut's built-in tools.

  6. Utilize the platform's security features to protect sensitive data.

  7. Access shared resources and templates for streamlined workflows.

  • Financial Reporting
  • Model Building
  • Data Cleaning
  • Error Checking
  • Collaboration

Shortcut Reviews

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