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Jamie vs Shortcut

Features, pricing, ratings, and pros and cons, side by side.

Shortcut logo

Shortcut

AI agent that builds, audits and edits Excel financial models from plain-language prompts

Freemium
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Verdict

Jamie is listed under AI Assistants and Shortcut under Productivity. Both have a free plan or trial. Only Jamie is available on macOS and iOS. Only Shortcut is available on CLI.

Best overall

Jamie

  • Private equity and M&A teams
  • Bankers
  • Lawyers
  • Consultants

Choose Jamie if

  • You want a tool built for Teams that need meeting notes without a visible bot and with EU data residency, plus CRM updates after client calls.
  • Records on-device with no meeting bot, including for in-person meetings.
  • EU, Swiss and UK data processing, ISO 27001 certification and GDPR compliance suit regulated industries.

Choose Shortcut if

  • You want a tool built for building LBO and DCF and three-statement models quickly, auditing and tracing existing workbooks, repeatable finance workflows via CLI or API.
  • Covers Excel add-in, web, Windows desktop, CLI and API from one product.
  • Finance-specific focus on LBO, DCF and three-statement models with source tracing.
Best for beginners
Jamie
Best for business
Jamie

Features

17 features compared.

  • Bot-free recording
    Jamie
    Available
    Shortcut
    Not available
  • AI meeting notes
    Jamie
    Available
    Shortcut
    Not available
  • Action item detection
    Jamie
    Available
    Shortcut
    Not available
  • Ask Jamie chat
    Jamie
    Available
    Shortcut
    Not available
  • Pre-meeting briefings
    Jamie
    Available
    Shortcut
    Not available
  • Agentic Workflows
    Jamie
    Available
    Shortcut
    Not available
  • Developer access
    Jamie
    Available
    Shortcut
    Not available
  • Enterprise controls
    Jamie
    Available
    Shortcut
    Not available
  • Natural-Language Model Building
    Jamie
    Not available
    Shortcut
    Available
  • Spreadsheet Editing and Auditing
    Jamie
    Not available
    Shortcut
    Available
  • Excel Add-in
    Jamie
    Not available
    Shortcut
    Available
  • Desktop Agent
    Jamie
    Not available
    Shortcut
    Available
  • Web App
    Jamie
    Not available
    Shortcut
    Available
  • CLI
    Jamie
    Not available
    Shortcut
    Available
  • Platform API
    Jamie
    Not available
    Shortcut
    Available
  • Reusable Skills and Templates
    Jamie
    Not available
    Shortcut
    Available
  • Enterprise Governance
    Jamie
    Not available
    Shortcut
    Available

Pricing

Plans as listed by each vendor. Check their sites for current prices.

  • Pricing model
    Jamie
    Freemium
    Shortcut
    Freemium
  • Free plan
    Jamie
    Yes
    Shortcut
    Yes
  • Starting price
    Jamie
    €0
    Shortcut
    $0
  • Plans
    Jamie
    5 plans
    Shortcut
    4 plans

Jamie plans

  • Free

    €0

    Entry plan to try Jamie

    • 10 AI notes/month
    • 30-minute meeting limit
    • 1 custom template
    • Ask Jamie chat
    • Google Docs
    • Notion
    • OneNote

  • Plus

    €25/month

    Individuals with moderate meeting volume

    • 20 AI notes/month
    • 2-hour meeting limit
    • 3 custom templates
    • Google Docs
    • Notion
    • OneNote

  • Pro

    €47/month

    High-volume and power users

    • Unlimited AI notes
    • 5-hour meeting limit
    • unlimited templates
    • advanced integrations
    • API and webhooks
    • MCP

  • Team

    €39/user/mo

    Teams sharing a workspace

    • Everything in Pro
    • centralized billing
    • shared workspace and tags
    • shared templates
    • user management
    • admin controls

  • Enterprise

    Custom/custom

    Large organizations with security requirements

    • Everything in Team
    • volume discounts
    • SAML SSO
    • SCIM provisioning
    • audit logs
    • custom data retention
    • IP allowlist

Shortcut plans

  • Free

    $0

    Entry plan to try the agent

    • 20 weekly credits
    • web app
    • desktop app
    • Excel plugin
    • Google Sheets plugin

  • Pro

    Most popular

    $100/month

    Individual finance professionals

    • 1,000 monthly credits
    • unlimited file creation and edits
    • Platform API access

  • Teams

    $320/month

    Small teams of 2 to 15 seats

    • 1,000 pooled monthly credits plus $100 per seat
    • shared workspace
    • usage analytics
    • centralized billing
    • shared resources

  • Enterprise

    Custom/custom

    Large organizations with custom needs

    • SSO
    • custom permissions
    • BYOK
    • private gateway
    • dedicated support
    • custom contracts and SLAs
    • custom integrations

Our ratings

Scored out of 10 by the Finder Atlas editorial team. Last reviewed October 2026.

Jamie
7.8overall
Shortcut
7.6overall

Jamie leads in 4 categories and Shortcut in 1.

  • Ease of Use

    Jamie leads by 0.5
    Jamie
    8.5
    Shortcut
    8.0

  • Feature Depth

    Shortcut leads by 0.3
    Jamie
    8.0
    Shortcut
    8.3

  • Value for Money

    Jamie leads by 0.2
    Jamie
    7.0
    Shortcut
    6.8

  • Performance & Speed

    Jamie leads by 0.2
    Jamie
    8.0
    Shortcut
    7.8

  • Documentation & Support

    Jamie leads by 0.3
    Jamie
    7.5
    Shortcut
    7.2

Scores weigh documented features, plan value, platform coverage, integrations and user feedback. A missing score means we have not rated that area yet.

Pros and cons

Jamie

Pros

  • Records on-device with no meeting bot, including for in-person meetings.
  • EU, Swiss and UK data processing, ISO 27001 certification and GDPR compliance suit regulated industries.
  • Notes in 99+ languages with custom templates and custom vocabulary.
  • Public API, webhooks and MCP server on Pro and above.
  • Native Windows, macOS and iOS apps; the App Store listing shows a 4.89 rating from 253 ratings.

Cons

  • The Free plan is limited to 10 AI notes per month and 30-minute meetings.
  • CRM integrations such as Salesforce and HubSpot, plus API access, require Pro (€39 to €47 per month) or higher.
  • No Android or Linux app was found.
  • SOC 2 Type II is listed as pending, and one reviewer argues the price is high for what is offered.

Shortcut

Pros

  • Covers Excel add-in, web, Windows desktop, CLI and API from one product.
  • Finance-specific focus on LBO, DCF and three-statement models with source tracing.
  • Permanent free tier with 20 weekly credits.
  • Enterprise security options include SOC 2 Type II, BYOK and on-premises deployment.
  • Public Platform API with webhooks and an OpenAPI spec.

Cons

  • Pro costs $100/month billed annually, well above general-purpose AI assistants.
  • Credit-based usage (2 to 15 credits per message) makes costs hard to predict; a Trustpilot reviewer reported credits cut after switching to an annual plan and slow support.
  • Desktop agent is listed for Windows only, and there is no mobile app.
  • Published benchmark claims are vendor-run, and the Teams pricing is inconsistent across pages.

Platforms

  • Web
    Jamie
    Supported
    Shortcut
    Supported
  • Windows
    Jamie
    Supported
    Shortcut
    Supported
  • macOS
    Jamie
    Supported
    Shortcut
    Not supported
  • iOS
    Jamie
    Supported
    Shortcut
    Not supported
  • Android
    Jamie
    Not supported
    Shortcut
    Not supported
  • API
    Jamie
    Supported
    Shortcut
    Supported
  • Browser Extension
    Jamie
    Not supported
    Shortcut
    Not supported
  • CLI
    Jamie
    Not supported
    Shortcut
    Supported

Integrations

Jamie

14 integrations
  • Zoom
  • Microsoft Teams
  • Google Meet
  • Google Docs
  • Notion
  • OneNote
  • Asana
  • Salesforce
  • HubSpot
  • Attio
  • Pipedrive
  • Dynamics 365
  • DealCloud
  • Affinity

Shortcut

4 integrations
  • Microsoft Excel
  • Google Sheets
  • Microsoft PowerPoint
  • Microsoft AppSource

Company

  • Company
    Jamie
    Jamie
    Shortcut
    Fundamental Research Labs
  • Founded
    Jamie
    2022
    Shortcut
    Not listed
  • Headquarters
    Jamie
    Berlin, Germany
    Shortcut
    San Francisco, CA
  • Listing
    Jamie
    Claimed
    Shortcut
    Claimed

Frequently asked questions

Is Jamie better than Shortcut?

It depends on your workflow. Jamie is built for Teams that need meeting notes without a visible bot and with EU data residency, plus CRM updates after client calls. Shortcut is built for building LBO and DCF and three-statement models quickly, auditing and tracing existing workbooks, repeatable finance workflows via CLI or API.

What are the key feature differences between Jamie and Shortcut?

Jamie: Bot-free AI meeting notes, action items and CRM follow-ups with EU data hosting. Shortcut: AI agent that builds, audits and edits Excel financial models from plain-language prompts.

Does Jamie or Shortcut have a free plan?

Yes, both do. Jamie is freemium and Shortcut is freemium, and each has a free plan or trial.

Which is cheaper, Jamie or Shortcut?

Jamie starts at €0 and Shortcut starts at $0. See the pricing table above for what each tier includes.