Shortcut AI Excel agent: What is it and how can you try it?

There's a new AI agent on the block for people who spend their waking hours inside spreadsheets.

Navigate to Shortcut AI's website, and you'll find a page that looks almost exactly like an empty Microsoft Excel spreadsheet. The main difference is a sidebar chatbot that can be tasked with taking on the tedious legwork of building, say, complex financial models or competitive analyses.

Because Shortcut is agentic, meaning it can handle multi-step tasks on the user's behalf, the tool can do more than just generate Excel formulas or analyze spreadsheet data. In a demo on X, Nico Christie, founder and CEO of the Shortcut AI agent, showed how the tool swapped out the data from a Microsoft distributed cash flow analysis (DCF) for Google data by looking up Google's SEC filings and populating the data in the same template.

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Shortcut launched on Monday with a rather ominous tagline: "Try Shortcut (before your boss does)." Christie also said on X that the Shortcut Excel agent "one-shots most knowledge work tasks on Excel."

In the launch video, Christie said that the company tested Shortcut's skills in private equity, banking, consulting, and product management tasks against first-year analysts from McKinsey, Goldman Sachs, and other firms.

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When scored by managers from the same firm, he said Shortcut "won" against the analysts 89.1 percent of the time, although details about how this "win rate" was scored is unspecified. Christie also claimed Shortcut beat ChatGPT Agent 90 percent of the time. Mashable cannot independently verify these claims, however.

The advent of agentic work tools like Shortcut calls to mind Anthropic CEO Dario Amodei's prediction that AI could wipe out half of entry-level white collar jobs. Disruptive tech throughout history has often targeted manual labor and blue-collar jobs through automation and robotics. But today's advanced AI models promise to automate desk job grunt work and even complex office tasks. A recent study from SignalFire found a decrease in hiring for entry-level tech jobs, suggesting AI's impact on the job market is already in effect.

The optimistic view is that tools like Shortcut will work for workers by automating time-consuming tasks, and thus freeing up space for more creative and strategic work that AI isn't as a good at. The outcome may vary from company to company, but agentic AI already shaping the way employees approach their jobs.

Indeed, the Shortcut AI agent is marketed as a secret weapon for finance bros, consultants, and the like. You can edit existing Excel files in Shortcut and export it back to Excel. "No one would ever know that it was made in Shortcut," Christie said in the launch video.

And heavy spreadsheet users are already paying attention. "Looks like a massive part of finance workflow got automated by AI," said finance creator and writer @HighYieldHarry on X.

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"This is a really big moment for the Finance industry! Exciting times we're in," posted Michael Yuan, cofounder of fintech company Waverly AI.

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Yuan also pointed out some of Shortcuts current limitations: it's slow and has formatting issues. Christie himself also shared that it's "not perfect" and needs to be easier for users to review.

Shortcut offers two plans: Shortcut Pro for $40 a month or Shortcut Max for $200 a month, which gets power users everything in the Pro subscription plus unlimited access to its more advanced model and other perks. There's also a 7-day free trial for either option.

You can learn more at tryshortcut.ai.

Note: The Shortcut AI Excel agent is unrelated to the iOS Shortcuts app, which Apple said would be getting an AI makeover during WWDC 2025. There is also an unrelated agentic AI company called Shortcut.