Shortcut AI for Finance Guide

In Finance & FP&A, AI tools are becoming game changers for analysts and managers looking to speed up reporting, modeling, and analysis.

One of the latest entrants is Shortcut AI, an AI-powered spreadsheet environment that looks like Excel but adds a built-in AI assistant to execute complex tasks from simple text prompts.

I tested Shortcut AI live with nine real FP&A prompts to evaluate its speed, accuracy, and practicality for day-to-day finance work.

Here’s what I learned — and you can download my free guide and datasets to try them yourself.

Shortcut AI for FP&A — Free Guide & Real Test Review

What is Shortcut AI?

Shortcut AI is a cloud-based spreadsheet tool that:

• Mimics Excel’s layout and ribbon interface
• Features a right-hand “copilot” pane for AI prompts
• Can share, export, and create files like a traditional office suite
• Executes multi-step spreadsheet tasks in response to natural language commands

For example, you can type:

“Compare actual vs budgeted revenue for the last 12 months and highlight variances above 5% in red.”