Shortcut is an AI agent for building and editing Excel workbooks, aimed at finance work. It runs on the web, as a desktop app and as Excel and Google Sheets plugins; the free tier includes 20 credits a week.
Shortcut is an AI agent that builds and edits Excel spreadsheets, positioned on its homepage for finance tasks such as models and analysis. It is available on the web, as a desktop app, as an Excel plugin and as a Google Sheets plugin, so a user can start a task in the browser and continue in Excel. The site offers a direct link to get the Excel add-in alongside a free sign-up.
The pricing page lists four levels. Free costs nothing and includes 20 free weekly credits with access on web, desktop, the Excel plugin and the Sheets plugin. Pro, for advanced individual use, costs $125 a month billed monthly and adds 1,000 monthly plan credits, unlimited file creation and edits and platform API access. Teams costs $400 a month plus $125 per seat with pooled credits, and Enterprise adds custom support, terms and deployment options. An annual option is shown with a 20 percent discount.
The homepage states SOC 2 Type II. It also shows a vendor-run comparison of cost per finance task against Claude for Excel; that figure is Shortcut's own internal evaluation, not an independent test. Because the agent edits real workbooks, keep a copy of important files and review changed formulas before relying on the output. For teams, the Teams plan pools credits across members, and Enterprise adds custom terms and deployment options. Shortcut also offers an annual option at a 20 percent discount, which lowers the effective monthly cost for steady users.
There is a free tier with 20 free weekly credits and access to the web app, desktop app and the Excel and Google Sheets plugins. Pro is $125 a month billed monthly.
Yes. The site offers an Excel add-in, and the pricing page lists the Excel plugin on every plan, including Free.
No. The homepage labels it as Shortcut's internal evaluation of 20 finance tasks from July 2026.
Website: https://shortcut.ai/
Company: Shortcut
Shortcut: finance-focused AI agent for Excel with web, desktop and Excel/Sheets plugins. Free 20 credits a week; Pro $125/mo billed monthly; vendor states SOC 2 Type II. Priced for professional modelling.
| Pricing model | Freemium |
|---|---|
| Free tier | Yes · 20 free weekly credits; web, desktop app, Excel plugin and Google Sheets plugin |
| Starting price | $125 / month |
| Data residency | Not verified |
| Compliance (as stated by vendor) | SOC 2 Type II (claimed) |
| Integrations | Microsoft Excel, Google Sheets |
| Public API | Yes |
| Self-hostable | Not verified |
| Official site | Not verified |
| Can a general AI assistant replace it? | General chatbots can explain formulas; editing a live multi-tab model in place needs an Excel-connected agent like this. |
| Last verified | 2026-10-30 by editor |
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