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Shortcut
Shortcut is a superhuman AI agent developed by Fundamental Research Labs, designed specifically for advanced financial workflows in Excel.
What is Shortcut?
Shortcut is a superhuman AI agent developed by Fundamental Research Labs, designed specifically for advanced financial workflows in Excel.It automates routine spreadsheet tasks and generates complex Leveraged Buyout (LBO), Discounted Cash Flow (DCF), and three-statement models in minutes, helping hedge funds, PE firms, and corporate finance teams save 10-15 hours per week.
Powered by the proprietary Pivot 0.5 finance-specific LLM, Shortcut demonstrates superior accuracy on real-world financial benchmarks, outperforming Claude for Excel and Microsoft Copilot.It also completes identical finance tasks at an average cost 38% lower than competitors, offering a highly efficient and economical solution for professionals.
The tool offers multiple access methods, including an Excel Add-in, Web interface, Windows Desktop app, and a Command Line Interface (CLI) for power users.Shortcut prioritizes data security with zero-data retention agreements, private model gateways, and SOC 2 Type II certification, ensuring sensitive financial data remains under user control.
Key features
- Finance-SpecificPowered by Pivot 0.5, a model trained specifically to understand complex financial logic, accurately building LBOs, DCFs, and three-statement models.
- Seamless IntegraAvailable via Excel Add-in, Web browser, Windows Desktop app, and CLI, adapting to various workflow preferences.
- Cost EfficiencyInternal evaluations show an average cost of $5.09 per completed finance task, which is 38% lower than Claude for Excel.
- Enterprise SecurFeatures zero-data retention agreements, private gateways, on-prem deployment options, and SOC 2 Type II certification to ensure data privacy.
- Parallel ProcessVia ShortcutXL CLI, users can build and edit 10+ Excel models simultaneously from the terminal, bypassing browser sandboxes.
- Source TracingGenerated formulas and data can be traced back to source files, ensuring transparency and auditability of financial models.
How to use it
- Visit the official website to sign up for a free account or book a demo.
- Choose your preferred access method: install the Excel Add-in, download the Windows Desktop app, or use the Web interface.
- For power users, install the CLI tool by running 'npm install -g shortcutxl' in your terminal.
- Open an existing workbook in Excel or create a new model via Shortcut, then input natural language instructions.
- Review the AI-generated formulas and structure, then approve the changes to finalize the model.
Where it fits
- Investment BankiBuild a full LBO model with 400+ linked formulas in 45 minutes, significantly reducing the hours required for manual work.
- Financial PlanniAutomate repetitive spreadsheet tasks and quickly generate three-statement models, allowing FP&A teams to focus on decision-making.
- Due DiligenceRapidly process large volumes of financial data to generate accurate DCF valuation models, assisting PE and investment teams in assessments.
Pricing and free quota
Pricing and any free quota follow the official site.
Who it is for
- Investment Banking Analysts
- Private Equity Professionals
- Corporate FP&A Teams
- Hedge Fund Researchers
- Accounting Firm Consultants
FAQ
Which platforms does Shortcut support?
It supports Excel Add-in, Web interface, Windows Desktop app, and a Windows-specific CLI tool.
Is my financial data secure?
Yes, Shortcut offers zero-data retention agreements, private model gateways, SOC 2 Type II certification, and on-prem deployment options.
What is included in the Free plan?
The Free plan includes 20 weekly credits and access to the Web, Desktop app, Excel plugin, and Google Sheets plugin.
What is special about the CLI version?
ShortcutXL CLI is designed for Windows power users, allowing parallel building and editing of 10+ models directly in the terminal, driving local Excel instances.