January 2026
Shortcut v0.6: The Most Powerful Excel AI Yet
Introducing 10 major capabilities that make Shortcut the most powerful Excel AI agent available for enterprise teams.
Shortcut launched the first AI agent for Excel in the summer of 2025, creating a tidal wave across the industry. Major labs took notice—Microsoft Copilot, Anthropic's Claude for Excel, and nearly a dozen startups followed to capture a slice of the opportunity we created.
Today, hundreds of thousands of users across 1,000+ companies trust Shortcut—from Fortune 500s, Big 4 Accounting Firms, and Top Hedge Funds to students around the world and farmers in West Africa.
Our lead in capabilities has only accelerated. Here's what sets us apart.
Accuracy on Complex, Real-World Work
Shortcut delivers exceptional accuracy on the complex, multi-step tasks that matter most. Whether you're extracting data from dense financial filings or building interconnected models, Shortcut maintains precision where it counts.
- -Extracts numbers from complex tables, footnotes, exhibits, scanned documents, and embedded images with high accuracy
- -Preserves number formatting, currency symbols, and decimal precision automatically
- -Maintains consistency across multi-step workflows where errors would otherwise compound
Mean Accuracy Score
n=4 benchmark tasks
Roblox 10-K Extraction
Embedded image extraction
Payout Structure Math
Complex waterfall calculations
Google/Meta Combination
Multi-company financial modeling
Templating Easy Peter
Template-based model generation
Roblox 10-K Financial Extraction Comparison
Fill out historical sections using Roblox 2024 10-K. Don't change unshaded or pre-filled cells. Note that the growth rates are calculated on a quarter-over-quarter basis.
To complete this task, the agent must first locate and download the actual 10-K filing from the SEC. Shortcut has the ability to download SEC files directly to its own environment. Other agents must rely on supplemental web search, which returns incomplete or reformatted data. Even with the 10-K PDF manually attached, many agents still struggle because the Roblox 10-K uses embedded images of charts instead of text-based tables—Shortcut's custom extraction pipeline handles these seamlessly.
Full Auditability & Source Citations
Every action Shortcut takes is fully traceable. It leaves comments with citations, auto-opens source PDFs to show you the exact reference, and lets you roll back to any action to see the before and after. Every change is non-destructive.
- -Cells with assumptions or data extractions include comments citing the exact source document and page
- -Auto-opens the source PDF and highlights the exact text or table referenced
- -Roll back to any action to see before and after states instantly
- -Previews changes on the spreadsheet with a list of all cells being modified before applying
- -Complete audit trail for compliance and review workflows
Enterprise Customization: AI Rules & Workflows
Every team is unique. Set global AI preferences for formula styles (XLOOKUP vs INDEX MATCH), handling of named ranges and merged cells, and formatting standards. Build custom, repeatable workflows that match exactly how your team operates.
- -Build workflows that follow exact patterns, then trigger them by simply @mentioning in Shortcut
- -Set custom rules: avoid named ranges, prohibit merged cells, use XLOOKUP instead of VLOOKUP, enforce IB formatting standards
- -Save and share workflow templates across your entire team
250MB File Support & Zip Folders
Work with large, realistic enterprise files without hitting arbitrary limits. Shortcut supports file attachments up to 250MB and accepts all relevant spreadsheet attachment file types including zip folders.
- -250MB file limit—handle real enterprise files with ease
- -Process 300,000+ row general ledgers, full 10-K filings, and investment memos
- -Upload entire zip folders with dozens of documents for the agent to work with
Shortcut handles a full zip folder with 30+ documents—all readily available for the agent to work with
One of the Most Challenging Extraction Tasks in the World
372 pages of blurry images and massive tables. Shortcut routinely scores 100%.
Create PDFs and PowerPoints
Go beyond spreadsheets. Shortcut can create PDFs and PowerPoints with professional polish to accompany your projects and deals—all from within your Excel workflow.
- -Generate presentation-ready PowerPoints and formatted PDF reports from your Excel models
- ↳Create custom workflows (Skills) to define your PPT and PDF preferences too
- -Automate the entire workflow from data analysis to final deliverable
Generate polished PDFs and PowerPoints directly from your spreadsheet data
Plan Mode for Complex Tasks
For complex or ambiguous requests, Shortcut automatically switches into Plan Mode. Review the approach, see multiple options with pros and cons, and approve before any changes are made to your workbook.
- -Automatically activates for complex, multi-step, or ambiguous requests
- -Presents multiple approaches with pros and cons for each option
- -Review and approve the plan before any changes are made to your workbook
Multi-Chat & Persistent History
Complex spreadsheet projects span days, weeks, or months. Shortcut preserves your complete chat history across sessions, so you never lose context or have to re-explain your work.
- -Multiple concurrent chats per workbook—work on different sections or tasks in parallel
- -Full conversation history preserved indefinitely—pick up exactly where you left off
- -Context carries forward: the agent remembers your preferences, past decisions, and established patterns
Web, Google Sheets & Excel Native Support
Shortcut meets you where you work. Whether you're in Microsoft Excel, Google Sheets, or our web app, you get the same powerful AI agent with consistent capabilities across every platform.
- -Native Microsoft Excel add-in—work directly in your existing Excel environment
- -Full Google Sheets integration—same power for teams on Google Workspace
- -Web app for quick tasks—no installation required, works from any browser
- -Seamless file handling across platforms—upload Excel files to web, export Google Sheets to Excel
Advanced Python Charting
Scientists and engineers use Python for world-class analysis—so we gave Python to Shortcut. Build publication-quality dashboards, Monte Carlo simulations, and statistical visualizations directly from your spreadsheet data.
- -Generate Nature-quality charts and dashboards from your Excel models
- -Run Monte Carlo simulations, sensitivity analysis, and statistical distributions
- -Python executes only when explicitly requested—you stay in control
Desktop App & API Access
Shortcut isn't just a tool—it's a platform. Our Desktop App gives you full access to your local files and computer, while our API lets you build automations and integrate with your existing systems.
- -Desktop App with full access to your local files, folders, and computer
- -Full API access to run Shortcut programmatically on any spreadsheet
- -Build automated pipelines that process files on a schedule or trigger
- -Integrate with your existing tools: Zapier, Make, custom scripts, and internal systems
Sample app: Enter any stock ticker, get a complete DCF model. Built with Shortcut API + Claude Code in <15 minutes.
What's Next
Shortcut v0.6 represents a major milestone, but we're just getting started. Our roadmap includes even deeper integrations, more powerful automation capabilities, and continued improvements to accuracy and speed.
We built Shortcut for professionals who spend their days in spreadsheets—analysts, consultants, finance teams, and operations leaders. Every capability reflects years of working alongside the most demanding spreadsheet professionals in the world.
Thank you to our users and customers who have helped shape Shortcut into what it is today. Your feedback drives everything we build.