# Shortcut

> Finance agent for Excel that builds DCF, LBO and three-statement models and traces numbers to source files

Source: https://dontaskagain.com/shortcut
Website: https://www.tryshortcut.ai/?utm_source=dontaskagain
Pricing: Freemium
Categories: [Data analysis](https://dontaskagain.com/categories/data-analysis.md), [Documents](https://dontaskagain.com/categories/documents.md), [Finance](https://dontaskagain.com/categories/finance.md)
Listed: 2026-10-23
Updated: 2026-10-23

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.

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