Case Studies
Real results from enterprise teams who replaced manual workflows with AI-powered Excel automation.
May 2026 · Independent Benchmark
In an independent benchmark across three financial models, Shortcut ranked #1 overall among five Excel AI tools.
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February 2026 · Financial Services
Embedding Excel AI agents into institutional financial modeling across 350+ global clients.
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February 2026 · Investment Banking
Four real-world examples.
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February 2026 · Accounting
Four real-world examples of how finance teams eliminate the mechanical drudgery in month-end close, GL consolidation, reconciliation, and budget analysis — without changing their process.
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February 2026 · Commercial Real Estate
Four real-world examples of how commercial real estate teams eliminate the Excel mechanics in budgeting, utility tracking, lease abstraction, and expense analysis — so analysts can focus on the deals, not the spreadsheets.
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January 2026 · Hedge Funds
Three real-world examples.
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January 2026 · Financial Services
Claude launched their Excel agent in early 2026. Here's why enterprise teams still choose Shortcut for a full day of real spreadsheet work.
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