Shortcut

Questions from the bench

What is Excel AI and how does it work?

Excel AI (Shortcut) is an artificial intelligence-powered system that automates spreadsheet tasks and generates formulas through natural language commands. It works by understanding plain English requests and automatically creating the necessary Excel formulas, functions, and data transformations, reducing manual work by up to 70%.

How much time does Excel AI save on financial reporting?

Excel AI saves 10-15 hours per week on financial reporting tasks, breaking down to approximately 3 hours per week on formula creation, 4 hours per week on data cleaning, 5 hours per week on report generation, and 2 hours per week on error checking and validation.

Can Excel AI build financial models like LBOs and DCFs?

Yes, Shortcut can build comprehensive financial models including Leveraged Buyout (LBO) models, Discounted Cash Flow (DCF) analyses, and 3-statement financial models in minutes. The AI understands standard financial modeling conventions and automatically creates linked schedules, assumptions tables, and sensitivity analyses.

Does Shortcut work with existing Excel files?

Yes, Shortcut integrates seamlessly with existing Microsoft Excel files on both Windows and macOS as an add-in. It analyzes the current spreadsheet structure and can automate tasks, add formulas, or modify existing workbooks without disrupting existing work.

Is Excel AI suitable for financial professionals and analysts?

Yes, Shortcut is specifically designed for financial professionals including investment bankers, equity research analysts, corporate finance teams, and accountants. It understands financial terminology, accounting standards (GAAP, IFRS), and industry-specific modeling requirements used by Big 4 firms and investment banks.