01
Features
September 8, 2025
Excel Plug-in and Updates
Shortcut Excel plugin now available! Plus 90%+ formula accuracy, built-in help system, and major performance improvements. Try free today.
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01
Latest Features
Explore the cutting-edge capabilities powering modern spreadsheet automation
02
Features
August 23, 2025
Using Templates
Save custom Excel templates, share across teams, and deploy instantly. From P&L formats to branded reports, scale your workflows with enterprise controls.
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03
Features
October 15, 2024
Processing 50+ PDFs Simultaneously with Shortcut
Upload 50+ PDFs at once—CIMs, 10-Ks, market research. Shortcut parses 100+ page documents and populates your financial models automatically.
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04
Features
October 12, 2024
Build Faster with Custom Templates in Shortcut
Import your firm's Excel templates and save them for reuse. Maintain consistency and speed up recurring financial analyses by 80%.
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05
Features
October 18, 2024
Targeted Edits: Precision Model Updates in Seconds
Select specific cells or tabs and edit only those sections. Update models with new data in seconds without touching the rest of your work.
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06
Features
October 20, 2024
Shortcut's Excel Plugin: AI Native in Microsoft Excel
Native Excel plugin via Microsoft partnership. Edit .xlsx files directly, run macros, use all Excel features with AI built-in.
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07
Features
October 14, 2024
EDGAR Integration: Pull SEC Filings Directly into Your Models
Pull SEC filings automatically—10-Ks, 10-Qs, and more. Shortcut fetches from EDGAR, parses financials, and populates your models.
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08
Features
October 16, 2024
Web Data Integration: Real-Time Market Intelligence in Your Models
AI searches the web for market data, analyst estimates, and industry benchmarks. Get real-time intelligence in your financial models automatically.
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09
Features
October 10, 2024
Privacy and Data Security at Shortcut
Your data stays private. We never train on customer files, never retain uploads, and never share your models. SOC 2 Type 1 compliant.
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10
Features
October 19, 2024
Prompt Library: One-Click Workflows for Recurring Analysis
Save your best prompts and reuse them instantly. Turn complex workflows into one-click actions for recurring analyses.
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11
Features
October 17, 2024
AI Preferences: Your Firm's Formatting Standards, Automatically Applied
Set your formatting preferences once—colors, highlights, number formats. Every model Shortcut builds automatically follows your firm's standards.
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12
Features
October 13, 2024
Ask Mode: Query Your Models Like a Database
Ask questions about your models in plain English. Get instant answers with cell references—no more hunting through tabs and formulas.
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13
Features
October 11, 2024
Ask Mode for Learning: Your Personal Financial Modeling Tutor
Learn financial modeling by asking questions about completed models. Upload an LBO, ask how WACC works, get step-by-step explanations.
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14
Features
October 21, 2024
Shortcut Plugin vs Web App: Choosing the Right Platform
Excel plugin vs web app—detailed comparison. Plugin for native Excel integration and macros, web app for cross-platform collaboration.
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02
Essential How-Tos
Master Shortcut with comprehensive guides from our expert team
01
How-Tos
September 16, 2025
Transforming Financial Data Processing with AI
Transform bank statements into investor-ready financial reports automatically. Save 10+ hours weekly with AI-powered Excel automation.
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02
How-Tos
September 1, 2025
Analyst in Your Pocket
VPs and Senior Partners use Shortcut like having an analyst on-demand. Start complex Excel models before meetings, review in 10-30 minutes.
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03
How-Tos
October 6, 2025
AI for Excel
AI for Excel eliminates 10-20 hours of weekly spreadsheet work. Build models in minutes, automate formulas, process data with 90%+ accuracy.
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04
How-Tos
September 20, 2025
Excel AI Assistant
Excel AI assistant available 24/7. Build financial models, generate formulas, process data through natural language commands.
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