Shortcut is an AI finance agent for Excel and beyond. It builds financial models such as LBO, DCF and three-statement models, writes formulas, traces figures back to source files and runs repeatable workflows inside the workbooks teams already use.

Key features:

Detailed model building directly in Excel.
Formula writing and figure tracing to source documents.
Repeatable workflows for recurring modeling tasks.
Excel add-in for everyday work.
Desktop agent specialized in Excel, plus a web app for browser modeling.
CLI for running workflows from the terminal and existing stack.

Shortcut is aimed at hedge funds, private equity firms, banks, asset managers, FP&A teams and advisory and accounting firms. It supports on-premises deployment, SOC 2 Type II controls, zero-data-retention agreements with model providers, private model gateways and customer-owned storage. The Excel add-in can be started for free, and firms can book a demo.