TresVista Partners with Shortcut.ai to Embed Excel AI Agents into Institutional Financial Modeling
Elevating model integrity, transparency, and speed across critical financial workflows with AI
TresVista announced a partnership with Shortcut.ai, the leading Excel-native, cell-level AI agent for institutional financial modeling. Embedding Shortcut’s in-workbook, traceable automation into core modeling and research workflows enables faster refresh cycles, consistent outputs, and review-ready transparency that improves confidence in client-facing deliverables.
Shortcut supports model builds and updates, scenario analysis, and precise cell-level changes while preserving formulas, macros, and workbook logic. Every change is traceable and reviewable, aligned with institutional standards for control and governance.
Over a 45-day structured pilot, teams observed 25% average efficiency gains at the execution level and 25-35% percent efficiencies at the review level, while maintaining workbook integrity and control standards. In certain workflows, gains were as high as 5x normal speeds.
“We are integrating Shortcut.ai to bring the leading Excel-native AI agent directly into our financial modeling workflows,” said Sudeep Mishra, Managing Director and Co–CEO, TresVista. “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.”
For deal teams where speed, clarity, and model integrity are paramount, the integration enables faster refresh cycles, clearer sensitivities, and review-ready outputs across fast-moving timelines. These advantages carry through to TresVista’s broader execution platform, which supports more than 350 unique global clients across private equity, credit, real assets, public markets, secondaries, and banking, ensuring timely updates, standardized outputs, and rigorous reviewability for investment committees and operating partners.
“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.” said Nico Christie, Co-Founder, Fundamental Research Labs, and Creator of Shortcut.ai.
This partnership is among the first to bring Excel-native, cell-level AI into institutional modeling at scale. It extends TresVista’s AI-native foundation, established through earlier partnerships and evaluations, into the execution layer, where impact is measured in the speed, accuracy, and consistency of client-facing outputs. All integrations follow TresVista’s structured evaluation framework and operate within governed environments to ensure security, reliability, and operational fit.
More to come as TresVista continues to extend AI across core workflows, pairing discipline with pace to deliver smarter, faster outcomes without compromising trust.
About TresVista
TresVista is a global platform providing sophisticated solutions to clients by combining domain expertise, technology, and human capital. The firm focuses on secure, governed, and scalable execution to strengthen client delivery across advisory workflows.
About Shortcut.ai
Shortcut.ai is the most advanced way to work in spreadsheets.
We built the first superhuman Excel AI agent – transforming beginners into confident operators and enabling experienced professionals to perform at an institutional, world-class standard.
