A new AI agent named Shortcut AI has been introduced to streamline tasks within spreadsheets. This tool functions similarly to Microsoft Excel but features a sidebar chatbot designed to handle complex, multi-step operations.
Unlike conventional formula generators, Shortcut AI operates as an agentic AI, capable of executing multi-step workflows on behalf of users. For instance, a demonstration showcased Shortcut AI seamlessly integrating Google's SEC filings data into a Microsoft distributed cash flow analysis (DCF) template, automatically updating the spreadsheet with current information.
Shortcut AI launched with the provocative tagline, "Try Shortcut (before your boss does)." Nico Christie, the founder and CEO, claims the agent can "one-shot most knowledge work tasks on Excel." In a competitive test against first-year analysts from prestigious firms like McKinsey and Goldman Sachs, Shortcut AI reportedly won 89.1% of the time, as judged by managers. While these claims are unverified, they highlight the growing capabilities of agentic AI in automating complex office tasks, potentially impacting entry-level white-collar jobs.
Tools like Shortcut AI offer the potential to empower professionals by automating tedious tasks, allowing them to focus on more strategic and creative aspects of their work. It's particularly marketed towards finance professionals and consultants who heavily rely on Excel. Users can reportedly edit existing Excel files within Shortcut AI and export them without leaving any trace of AI assistance. Initial reactions from finance professionals have been largely enthusiastic, heralding it as a significant advancement in finance workflow automation, though some users have noted current limitations such as speed and formatting issues. The Shortcut AI team acknowledges these points and is committed to ongoing improvements.
How to Try Shortcut AI
Shortcut AI offers two subscription tiers:
- Shortcut Pro: Priced at $40 per month.
- Shortcut Max: Available for $200 per month, providing unlimited access to advanced models and additional benefits.
Both plans include a 7-day free trial. More details can be found at tryshortcut.ai.
Note: Shortcut AI's Excel agent is distinct from Apple's iOS Shortcuts app and another unrelated agentic AI company also named Shortcut.
Source: Originally published at Mashable on July 29, 2025.
Frequently Asked Questions (FAQ)
Shortcut AI Functionality
Q: What is Shortcut AI?
A: Shortcut AI is a new AI agent designed to assist users with tasks performed within spreadsheets, integrating a chatbot directly into a spreadsheet-like interface.
Q: How does Shortcut AI differ from a typical Excel formula generator?
A: Unlike formula generators, Shortcut AI is an "agentic AI," meaning it can perform complex, multi-step workflows autonomously for the user, rather than just providing static formulas.
Q: What kind of tasks can Shortcut AI handle?
A: Shortcut AI is capable of handling complex, multi-step tasks, such as replacing data from one source (like SEC filings) into a spreadsheet template and automatically populating it with updated information.
Q: What is the claimed performance of Shortcut AI?
A: In testing against first-year analysts from top firms, Shortcut AI reportedly won 89.1% of tasks judged by managers. It also claims to outperform ChatGPT Agent 90% of the time, though these claims are unverified.
User Experience and Impact
Q: What is the tagline for Shortcut AI?
A: The tagline is "Try Shortcut (before your boss does)."
Q: Who is Shortcut AI marketed towards?
A: It is marketed as a tool for finance professionals, consultants, and others who frequently use Excel for their work.
Q: Can users edit files within Shortcut AI?
A: Yes, users can edit existing Excel files directly within Shortcut AI and export them seamlessly, with no visible signs of AI assistance.
Q: What have been the initial reactions to Shortcut AI?
A: Early reactions from finance professionals have been enthusiastic, calling it a major breakthrough for finance workflows. However, some users have noted limitations such as slower speeds and formatting issues.
Pricing and Access
Q: How can I try Shortcut AI?
A: Shortcut AI offers a 7-day free trial for all its subscription plans.
Q: What are the subscription plans for Shortcut AI?
A: The plans are Shortcut Pro for $40/month and Shortcut Max for $200/month, which includes unlimited access to advanced models and additional perks.
Crypto Market AI's Take
The emergence of agentic AI tools like Shortcut AI signifies a broader trend where artificial intelligence is increasingly automating complex knowledge work, not just manual labor. This development aligns with our focus on leveraging AI for enhanced efficiency and insight across various sectors, including finance. For professionals seeking to navigate the complexities of data analysis and workflow automation, understanding how these AI agents function is crucial. Our platform, Crypto Market AI, explores the integration of AI in financial markets, providing tools and insights that can help users stay ahead in an increasingly automated landscape. We also delve into the practical applications of AI in financial services, as highlighted in articles like "AI Data Analytics Drive Strategic Crypto Portfolios in 2025."
More to Read:
- The AI Gig Economy is Here and It Pays in Crypto
- AI-Powered Crypto Scams Surge 456%: Experts Warn No One Is Safe
- AI Agents Capabilities, Risks, and Growing Role
