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Shortcut

Finance agent that works in Excel, the terminal and on the desktop, with on-prem deployment and SOC 2 Type II controls.

Agent by Shortcut

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Shortcut is an AI agent for financial modeling and analysis, offered as an Excel add-in, a command-line tool, a desktop app and a web app. The page says it can run inside a customer environment and has SOC 2 Type II audited controls, with zero-data-retention agreements with model providers. The benchmark figures on the page come from the vendor's own evaluation.

Use cases: finance, finance-accounting, spreadsheets

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Fact sheet

Jobs
financeshortcut.ai
Autonomy
Supervised: runs multi-step tasks, asks at checkpointsshortcut.ai
Where you use it
Terminal, Desktop app, Web, othershortcut.ai
Hosting
Hosted or self-hostedshortcut.ai

Facts extracted by Claude Haiku 5.5 from the linked sources on Oct 24, 2026. Wrong fact? Tell us.

Details

License
License unknown
Website
shortcut.ai
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Website
Cite this page

Shortcut. Agent Mart. https://agentmart.dev/agents/shortcut (last updated 2026-10-24)