>_ Shortcut
ai agent that generates and edits excel spreadsheets from natural language prompts, purpose-built for financial modeling and spreadsheet automation. works as a web app, desktop app, native excel plugin, cli tool, or google sheets plugin. formula-driven outputs with cell-level auditability — shows every changed cell, what values are hard coded, and allows revert/restore/undo. maintains 95% feature parity with excel on web, 100% with the plugin.
best for
analysts and teams at funds who build financial models (lbos, dcfs, 3-statement models) and need spreadsheet work completed 10x faster with auditability and excel parity.
typical workflow position
research→valuation
key featureformula-driven outputs with cell-level auditability and native Excel plugin
asset classMulti-asset
functionAI Agents, Operations
pricingFREE-$$$$
modelfreemium
added1mo ago
upvotes0
viaweb, desktop, cli, api
user baseHedge Fund, Private Equity, Investment Bank, Retail, RIA, Family Office, Mutual Fund
pricing
verified Jun 2026
Free$0/month
Pro$20/month billed annually
Teams$400/month + $20 per seat/month
Enterprisecontact sales
related tools
all Shortcut alternatives →- Endex— Excel-native AI agent for enterprise finance — builds three-statement models, DCFs, and analyses from prompts in minutes, with auditable citations.
- Current AI— Proactive AI agents for fundamental investors — real-time news/event monitoring, auto-updating Excel models, and second/third-order supply-chain impact analysis.
- Tracelight— Provides an AI assistant for building financial models in Excel through natural language commands, error checking, automated formatting, and workflow automation.