Shortcut: Pricing, Features & Alternatives (2026)
Finance agent for building and editing Excel models.
Overview
Shortcut is a finance agent for financial modeling and analysis in Excel, with web, desktop, CLI, Excel plugin, and Google Sheets plugin access. The site says it offers on-prem deployment, SOC 2 Type II, zero-data-retention agreements, and private model gateways.
Pricing
- Pricing from
- $0
- Price model
- Subscription
- Free tier
- Yes
- Trial
- No
Free includes 20 weekly credits and access on web, desktop, Excel plugin, and Google Sheets plugin. Pro is $100 per month billed annually, with 1,000 additional monthly credits, unlimited file creation and edits, and platform API access. Teams is $320 per month plus $100 per seat per month, billed annually, with pooled credits. Enterprise is contact-for-pricing and adds SSO, BYOK, a private gateway, and custom SLAs. The page says a message typically takes 2-15 credits. Last checked 5 October 2026.
Features
- It can carry a stretch of the work, then wait. A person still approves anything that leaves the building.
- Integrations: Microsoft Excel, Google Sheets.
- Not sold as one named foundation model on the pages we opened.
Autonomy: Semi-autonomous. Team size: Solo, Small team, Mid-market.
Pros
- Free tier available. Starting price: $0.
- Connects to Microsoft Excel, Google Sheets.
- Finance, PE, banking, and FP&A teams that want an agent inside existing Excel models.
Cons
- We did not open a trust report for this product. Read the vendor's current security page before you send customer, candidate, or client data.
Who it is for
Finance, PE, banking, and FP&A teams that want an agent inside existing Excel models.
Alternatives
Other products that appear in the same categories.
- AkkioNot published
- Databricks AI/BI GenieNot published
- Fabi.ai$0
- HexFree, then $36/editor/mo
- Julius AIFree, then $20/mo