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Shortcut
What it is
Shortcut is an AI spreadsheet agent for analyzing, automating, and enhancing Excel spreadsheets and financial models. It generates formulas, transforms tables, analyzes spreadsheet contents, and automates workflows. The maker positions it for top analysts and funds. Its spreadsheet editing produces formula-driven outputs, applies professional formatting, and places changes without overwriting existing data. Changed cells are shown, hard-coded values are explained, and edits can be reverted, restored, or undone. Shortcut opens and exports Excel files while preserving formatting, formulas, and features. The Free plan includes Excel and Google Sheets plugins, while a Platform API is also available. Platforms are web, Windows, API, and extension, with Microsoft Excel listed as primary. ShortcutXL is a Windows-only, terminal-first agent for Excel power users. Plans include Free at no cost, Pro at $100 a month billed annually, Teams at $320 a month billed annually, and Enterprise with contact pricing.
For and against
For
- Generates formulas and transforms tables
- Preserves Excel formatting, formulas, and features
- Shows changed cells and supports undo
- Offers Excel and Google Sheets plugins
- Provides API and enterprise controls
Against
- Free-tier data may be used for AI training
- API jobs allow up to five concurrent runs
- API uploads are limited to 100MB
- ShortcutXL is Windows-only
The verdict
Shortcut combines spreadsheet automation with traceable editing and Excel file compatibility. Check plan credits, API limits, and free-tier data use before choosing it.
Who it suits
Shortcut suits analysts, funds, and Excel users who need spreadsheet analysis, formula generation, workflow automation, or auditable edits. Windows power users can use the terminal-first ShortcutXL agent.
Plans and prices
Free
20 free credits · web, desktop app, Excel plugin, and Google Sheets plugin
Read 3 Oct 2026 · mog.shortcut.ai
Pro
500 monthly plan credits · 500 additional monthly credits · 20 free credits · unlimited file creation and edits
Read 3 Oct 2026 · mog.shortcut.ai
Enterprise
Dedicated support · custom integrations and SLA · custom payment options · option for unlimited seats or credits
Read 3 Oct 2026 · mog.shortcut.ai
Teams
4k shared monthly credits · SSO and MFA · group-based access control · usage stats and analytics
Read 3 Oct 2026 · mog.shortcut.ai
On the record
- API access
- Yesshortcut.ai · read 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.mog.shortcut.ai · read 3 Oct 2026
- Auditability
- Shortcut shows changed cells and explains hard-coded values, with options to revert, restore, or undo changes.mog.shortcut.ai · read 3 Oct 2026
- Spreadsheet analysis
- Yesshortcut.ai · read 20 Sep 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.mog.shortcut.ai · read 3 Oct 2026
- Enterprise controls
- Enterprise features include BYOK encryption, SAML 2.0 SSO, role-based access controls, and custom integrations.mog.shortcut.ai · read 3 Oct 2026
- File compatibility
- Shortcut says it can open and export Excel files while preserving formatting, formulas, and features.mog.shortcut.ai · read 3 Oct 2026
- Formula generation
- Yesshortcut.ai · read 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.mog.shortcut.ai · read 3 Oct 2026
- Primary platform
- microsoft_excelshortcut.ai · read 20 Sep 2026
- Product
- Shortcut is an AI spreadsheet agent that helps users analyze, automate, and enhance Excel spreadsheets and financial models.mog.shortcut.ai · read 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.mog.shortcut.ai · read 3 Oct 2026
- Spreadsheet editing
- Shortcut says it produces formula-driven outputs, applies professional formatting, and places edits without overwriting existing data.mog.shortcut.ai · read 3 Oct 2026
- Support
- The Enterprise plan includes dedicated support, and the maker describes priority support with custom SLAs and a dedicated account manager.mog.shortcut.ai · read 3 Oct 2026
- Table transformation
- Yesshortcut.ai · read 20 Sep 2026
- Target users
- The maker describes Shortcut as purpose-built for top analysts and built for funds.mog.shortcut.ai · read 3 Oct 2026
- Windows CLI
- The homepage describes ShortcutXL as a Windows-only, terminal-first AI agent for Excel power users.mog.shortcut.ai · read 3 Oct 2026
- Workflow automation
- Yesshortcut.ai · read 20 Sep 2026
