Shortcut (Excel AI)

AI Data Analysts

AI Excel agent that builds and edits spreadsheets, models, and analyses via chat and an Excel add-in; free tier plus paid plans.

Shortcut (TryShortcut.ai) is an AI Excel agent that automates spreadsheet work—from cleaning data and writing formulas to building full financial models like DCFs, LBOs, and three-statement models. It runs as a web app and as a native Excel add-in, preserving formatting and formulas while supporting multi-turn edits, audits, and export to .xlsx. A free tier provides limited daily tasks, with paid plans unlocking unlimited usage, priority processing, templates, and the Excel plugin.

Industry: Analytics

Pricing: freemium

Use cases: financial analysts, FP&A teams, accountants, private equity & VC, operators and founders

Capabilities: Generating and auditing formulas, charts, and pivot tables in Excel., Building DCF/LBO/three-statement models from raw inputs or PDFs., Cleaning and restructuring CSV/XLSX data for analysis and reporting., Running sensitivity tables and scenario analyses via natural language., Exporting final workbooks with preserved formatting and functions.

Tags: Excel add-in, financial modeling, DCF, LBO, three-statement model, formula generation, data cleaning, xlsx export, pivot tables, sensitivity analysis

• Does Shortcut (Excel AI) offer a free tier?
• Can it integrate with Google Sheets?
• Is API access available for integration purposes?
• Does it build financial models from PDF filings?
• Can it automate tasks directly within Excel?