Shortcut AI Pricing: Free, Pro, Team & Enterprise Plans Explained

Shortcut AI Pricing Overview

Shortcut offers four pricing tiers designed for different user needs—from individual analysts testing Excel automation to enterprise finance teams deploying AI at scale. Every tier uses the same 90%+ accuracy AI engine that beats McKinsey and Goldman analysts in blind testing.

Free Tier: Shortcut.ai

Price: $0/month

Best for: Individual users testing Shortcut on real work

What's Included

• 3 tasks per day (resets at midnight UTC)
• Full Excel automation capabilities
• Multi-turn editing within each task
• Download .xlsx files
• Browser-based access
• Community support via Discord
• SOC 2 Type 1 compliant security

Limitations

• No Excel desktop plugin
• No template library access
• Standard processing speed (2-5 minutes per task)
• Email support not included

Who Should Use Free?

The free tier is ideal for finance professionals who want to test Shortcut on actual projects before committing to a paid plan. With three tasks per day, you can build a financial model, process data, and create a template—enough to understand the ROI for your workflow.

Learn more: Complete guide to Shortcut.ai

Professional Plan

Price: $49/month (billed monthly) or $39/month (billed annually, save 20%)

Best for: Individual analysts, FP&A professionals, fractional CFOs

Everything in Free, Plus:

• Unlimited tasks (no daily limits)
• Excel plugin for Windows & Mac (see plugin guide)
• Template library access (DCF, LBO, budget templates—see template features)
• Priority processing (1-3 minute task completion)
• Email support (24-hour response time)
• Save custom templates (unlimited)
• File upload (process existing Excel files)

ROI Calculation for Professional

At $49/month, Professional pays for itself if it saves you 1.5 hours per month (assuming $50/hour loaded cost). Typical users report saving 10-20 hours monthly on:

• Financial model building (DCF, LBO, budget templates)
• Data processing and consolidation
• Formula generation and debugging
• Report formatting and dashboard creation

Payback period: Usually less than 1 week for active Excel users

Team Plan

Price: $199/month (includes 5 users, $35/month per additional user)

Best for: Finance teams at startups and SMBs (FP&A, accounting, operations)

Everything in Professional, Plus:

• 5 team members included ($39/seat equivalent, 30% savings vs individual Pro)
• Shared template library (create once, deploy across team)
• Usage analytics (track adoption, identify power users)
• Team collaboration features (comment on templates, version history)
• Dedicated Slack channel for team support
• Admin controls (manage users, templates, permissions)
• Onboarding session (1-hour team training)

ROI Calculation for Team

For a 5-person finance team spending 10 hours/week on Excel work:

• Time savings: 50% reduction = 25 hours saved per week
• Cost savings: 25 hours × $50/hour × 4 weeks = $5,000/month
• ROI: ($5,000 - $199) / $199 = 2,412% return

Payback period: 1-2 days for most teams

Enterprise Plan

Price: Custom (typically starts at $2,000/month for 25+ users)

Best for: Public companies, PE firms, large enterprises with compliance requirements

Everything in Team, Plus:

• SSO integration (Okta, Azure AD, Google Workspace)
• RBAC (Role-Based Access Control)
• Custom deployment options (VPC, on-premise, air-gapped)
• SLA guarantees (99.9% uptime, 1-hour response time)
• Dedicated success manager
• Custom AI training (fine-tune on your templates and conventions)
• API access (integrate with internal systems)
• Audit logs and compliance reporting
• Priority feature requests
• Quarterly business reviews

Enterprise ROI

For a 50-person finance organization:

• Direct savings: 20 hours/person/month × $75/hour × 50 people = $75,000/month
• Cost: ~$3,500/month (example enterprise pricing)
• Net savings: $71,500/month or $858,000/year

Request enterprise demo and custom pricing

Feature Comparison Table

Common Pricing Questions

Can I switch plans anytime?

Yes. Upgrade immediately to unlock features—you'll be charged pro-rata for the remaining billing period. Downgrades take effect at the next billing cycle.

What happens if I go over 3 tasks on the free tier?

You'll see a prompt to upgrade to Professional for unlimited access. Your current task history and templates remain accessible.

Do you offer non-profit discounts?

Yes. Non-profits get 50% off Professional and Team plans. Contact support@shortcut.ai with verification.

Is there a money-back guarantee?

Yes. 30-day full refund if Shortcut doesn't deliver measurable time savings on your Excel work. No questions asked.

Can I pay annually for a discount?

Yes. Annual billing saves 20% on Professional and Team plans. Enterprise contracts are typically annual with custom pricing.

Pricing vs Alternatives

Shortcut vs Hiring an Analyst

• First-year analyst: $80,000-$120,000/year salary + 30% benefits = $104,000-$156,000 total
• Shortcut Professional: $588/year
• Savings: 99.5% cost reduction with often better accuracy

Shortcut vs Freelance Excel Experts

• Freelancer: $75-$150/hour for financial modeling work
• Shortcut Professional: $49/month for unlimited models
• Break-even: After just 1 hour of freelance work per month

Shortcut vs Microsoft Copilot

• Microsoft 365 Copilot: $30/user/month (requires Microsoft 365 E3/E5 at $36-$57/user/month) = $66-$87 total
• Shortcut Professional: $49/month (works with any Excel license)
• Advantage: Lower cost + specialized financial modeling capabilities that Copilot lacks

How to Choose the Right Plan

Start with Free if:

• You're testing Excel AI for the first time
• You only need occasional model building (< 3 times per week)
• You want to build a business case for your manager before purchasing

Upgrade to Professional if:

• You build Excel models multiple times per week
• You want the Excel desktop plugin integration
• You need templates for recurring financial work
• You're a fractional CFO, consultant, or independent analyst

Choose Team if:

• Your finance team has 3+ people doing Excel work
• You want standardized templates across the department
• You need usage visibility for training and adoption
• You're implementing Excel automation as a strategic initiative

Go Enterprise if:

• You have 25+ users needing Excel automation
• You require SSO, RBAC, or compliance features
• You want custom deployment or API integration
• You need SLAs and dedicated support

Start with Free Today

Every Shortcut plan starts with the same core technology that outperforms McKinsey analysts 89.1% of the time. The best way to understand the value is to try it on your actual work.

Get started:

1. Visit shortcut.ai
2. Sign up with email (no credit card required)
3. Build your first financial model in minutes
4. Upgrade when you're ready for unlimited access

Questions about pricing or custom enterprise plans? Contact our sales team or email support@shortcut.ai.

Learn More

• Complete guide to Shortcut AI capabilities
• How to maximize the free tier (3 tasks/day)
• Benchmark study: Shortcut vs McKinsey & Goldman analysts
• Excel plugin features (Professional+)
• Template library guide (Professional+)
• Follow Shortcut on LinkedIn
• Follow Shortcut on X (Twitter)