Shortcut processes 50+ PDFs simultaneously, extracting financial data from CIMs, 10-Ks, and reports to automatically build Excel models in minutes instead of hours, eliminating manual data transcription entirely.
Financial professionals waste hours manually transcribing data from PDFs into Excel. Whether it's a 200-page Confidential Information Memorandum (CIM), quarterly earnings reports, or market research, the process is tedious and error-prone.
Shortcut eliminates this bottleneck entirely. Upload up to 50+ PDFs simultaneously—each 100+ pages—and watch as Shortcut intelligently parses the data into your preferred model format.
Our specialized in-house PDF breakdown tool doesn't just extract text—it understands financial document structure. When you upload a CIM or 10-K, Shortcut identifies:
Example Prompts:
"Build a three-statement model from these historical financials"
"Update my DCF with the latest 10-K data"
"Extract all financial metrics from this CIM"
Click the upload button or drag and drop up to 50+ PDFs. Supported formats include:
Shortcut automatically:
Use natural language prompts to build models:
"Build an LBO model from this CIM using our standard template"
Shortcut creates a complete model with extracted data populated in the right cells.
Analysts receive a 150-page CIM on Monday morning. Instead of spending two days building a model from scratch, they upload the CIM to Shortcut with their firm's LBO template. Within minutes, they have a working model ready for refinement.
During diligence, PE associates need to compare target financials against management projections. Upload both the historical audited financials and management's projection deck. Shortcut builds an integrated three-statement model with variance analysis already populated.
When evaluating acquisition targets, corp dev teams receive financial information in inconsistent formats. Upload all PDFs—regardless of structure—and Shortcut normalizes the data into your company's standard reporting format.
For public companies, combine PDF uploads with our EDGAR integration. Just prompt "pull the last three 10-Ks from Adobe and build a revenue analysis."
Learn about data sources →Use your firm's standard models via template imports. Upload PDFs alongside your template for instant population.
Learn about templates →Query your PDFs directly: "What was EBITDA margin in Q3 2023?" Get instant answers without manual searching.
Learn about Ask Mode →Our system achieves 95%+ accuracy on financial documents. We benchmark against ex-analysts from Goldman Sachs, Morgan Stanley, and KKR to ensure output matches professional standards. The AI flags any uncertainties for manual review.
Yes, Shortcut includes OCR (Optical Character Recognition) capabilities to process scanned documents. Quality depends on scan resolution, but most professional scans work perfectly.
All PDFs are processed with enterprise-grade encryption. Data is never stored longer than necessary for processing, and we maintain SOC 2 Type II compliance. Your confidential documents remain confidential.
The era of manual PDF transcription is over. Let Shortcut handle the data extraction while you focus on analysis and decision-making.
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