Shortcut Partners with TresVista

We are pleased to announce that TresVista, a leading financial services firm supporting over 350 global clients across private equity, credit, real assets, public markets, secondaries, and banking, has partnered with Shortcut to embed Excel-native AI agents into their institutional financial modeling workflows.

Embedding Shortcut's in-workbook, traceable automation into TresVista's core modeling and research workflows enables faster refresh cycles, consistent outputs, and the review-ready transparency that improves confidence in client-facing deliverables.

“We are integrating Shortcut.ai to bring the leading Excel-native AI agent directly into our financial modeling workflows. The advantage here is precision and transparency. Every output is traceable, review-ready, and designed to meet institutional-grade standards. We landed on Shortcut.ai after months of evaluating many options, and we are pleased that today they are recognized as the leader in bringing AI to Excel.”

— Sudeep Mishra, Managing Director and Co–CEO, TresVista

A 45-day pilot demonstrated significant efficiency gains. Teams observed approximately 25% average improvements at the execution level and 25–35% improvements during review phases. Some workflows achieved 5x speed increases.

“We are witnessing a paradigm shift in how institutional financial modeling gets done. The efficiency gains are real and accelerating, and TresVista's ability to thoughtfully integrate frontier AI into mission-critical workflows signals where the rest of industry is headed.”

— Nico Christie, Co-Founder, Fundamental Research Labs, and Creator of Shortcut.ai

We are excited to work with the TresVista team and their clients. This is what Shortcut was built for: institutional-grade financial modeling, automated at the cell level, with full traceability and human review at every step.

Read TresVista's full announcement here.