Shortcut
Shortcut is an AI spreadsheet agent for analyzing, automating, and enhancing Excel spreadsheets and financial models.
What Shortcut is
Shortcut is an AI spreadsheet agent for analyzing, automating, and enhancing Excel spreadsheets and financial models. It can generate formulas, transform tables, analyze spreadsheet contents, and automate workflows. The maker says it creates formula-driven outputs, applies professional formatting, and places edits without overwriting existing data. It shows changed cells and explains hard-coded values, with options to undo, revert, or restore edits. Shortcut can open and export Excel files while preserving formatting, formulas, and features. The Free plan includes Excel and Google Sheets plugins, and a Platform API is also available. The product is offered through web, Windows, API, and extension platforms, with Microsoft Excel as its primary platform. ShortcutXL is described as a Windows-only, terminal-first AI agent for Excel power users. The Free plan costs nothing and includes 20 weekly credits. Pro costs $100 a month, billed annually, with 1,000 monthly credits; Teams costs $320 a month, billed annually, with 1,000 monthly team credits. Free-tier data may be used for AI model training; Pro, Teams, and Enterprise data is excluded.
Good
- Generates formulas and transforms tables
- Shows changed cells and explains hard-coded values
- Can open and export Excel files
- Free plan includes Excel and Google Sheets plugins
- Enterprise includes BYOK, SAML 2.0 SSO, and role controls
Watch out
- Free-tier user data may be used for AI training
- Pro costs $100 a month, billed annually
- Teams costs $320 a month, billed annually
- Enterprise pricing is available by contact
Who it suits
Shortcut is aimed at analysts working with Excel spreadsheets and financial models; its maker describes it as built for funds. Enterprise features may suit organizations needing SSO, role-based controls, or custom integrations.
Verdict
Shortcut combines spreadsheet analysis and editing with change visibility and Excel file support. Users should consider the annual plan costs and free-tier data-use terms before choosing a tier.
Plans and prices
From Shortcut's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | 20 free credits · web, desktop app, Excel plugin, and Google Sheets plugin |
| Pro | $20 a month | 500 monthly plan credits · 500 additional monthly credits · 20 free credits · unlimited file creation and edits · Platform API access · Billed annually; credits refresh monthly. | save $60 / year |
| Enterprise | Priced on request | Dedicated support · custom integrations and SLA · custom payment options · option for unlimited seats or credits · Contact us for pricing |
| Teams | — | 4k shared monthly credits · SSO and MFA · group-based access control · usage stats and analytics · shared resources · Billed annually; credits refresh monthly. |
The facts
Each one read from Shortcut's own pages, with the date it was checked.
What it does
- API access
- Yeschecked 20 Sep 2026
- API limits
- The Platform API documentation lists up to five concurrent jobs, a 25-minute maximum job timeout, and a 100MB per-file upload limit.checked 3 Oct 2026
- Auditability
- Shortcut shows changed cells and explains hard-coded values, with options to revert, restore, or undo changes.checked 3 Oct 2026
- Data use
- Shortcut's privacy policy says free-tier user data may be used for AI model training, while Pro, Teams, and Enterprise account data is excluded from training.checked 3 Oct 2026
- Enterprise controls
- Enterprise features include BYOK encryption, SAML 2.0 SSO, role-based access controls, and custom integrations.checked 3 Oct 2026
- File compatibility
- Shortcut says it can open and export Excel files while preserving formatting, formulas, and features.checked 3 Oct 2026
- Formula generation
- Yeschecked 20 Sep 2026
- Integrations
- The Free plan includes access to an Excel plugin and Google Sheets plugin, and the site also offers a Platform API.checked 3 Oct 2026
- Product
- Shortcut is an AI spreadsheet agent that helps users analyze, automate, and enhance Excel spreadsheets and financial models.checked 3 Oct 2026
- Security
- The maker states that Shortcut is SOC 2 Type II compliant and uses AES-256 encryption at rest and TLS 1.3 in transit.checked 3 Oct 2026
- Spreadsheet analysis
- Yeschecked 20 Sep 2026
- Spreadsheet editing
- Shortcut says it produces formula-driven outputs, applies professional formatting, and places edits without overwriting existing data.checked 3 Oct 2026
- Support
- The Enterprise plan includes dedicated support, and the maker describes priority support with custom SLAs and a dedicated account manager.checked 3 Oct 2026
- Table transformation
- Yeschecked 20 Sep 2026
- Target users
- The maker describes Shortcut as purpose-built for top analysts and built for funds.checked 3 Oct 2026
- Workflow automation
- Yeschecked 20 Sep 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
Where it runs
- Primary platform
- microsoft_excelchecked 20 Sep 2026
- Windows CLI
- The homepage describes ShortcutXL as a Windows-only, terminal-first AI agent for Excel power users.checked 3 Oct 2026
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