Shortcut.ai is an AI Excel agent automating complex financial modeling, including LBOs, DCFs, and three-statement models, with industry-leading accuracy.
AI Excel agent automating complex financial modeling — LBOs, DCFs, and 3-statement models — with industry-leading accuracy, enabling finance professionals to complete hours of spreadsheet work in minutes.
Key Features
Natural language-driven Excel model building (LBO, DCF, 3-statement)
Native Excel plug-in for full feature parity
Formula-driven outputs that update dynamically
Full audit trail with revert capability
90%+ accuracy on SpreadsheetBench benchmark
AI Capabilities
Agentic AI Excel automation using LLMs; natural language to formula-driven financial model output; SOC 2 Type I certified with zero data retention. Official Microsoft Partner.
Integrations
Microsoft Excel (native plug-in), Google Sheets (partial), API access
What sets it apart
-
Highest accuracy Excel AI on the market — 90%+ on SpreadsheetBench vs. ChatGPT and Copilot
-
Deployed at 3 of the 5 largest multi-strategy hedge funds; $100B+ AUM user base
-
Official Microsoft Partner; native Excel plug-in removes friction vs. web-only tools
Key Facts
- Category
- Due Diligence
- Founded
- 2024
- Pricing
- Subscription
- Deal Stage
- Transaction
- Target Market
- Investment Banking, PE, Hedge Funds, Asset Management
