# Jamie vs 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

- Jamie profile: https://finderatlas.com/tools/jamie
- Shortcut profile: https://finderatlas.com/tools/shortcut
- Comparison page: https://finderatlas.com/compare/jamie-vs-shortcut
- Last reviewed: October 2026

## 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.

### 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.

## Pricing

| | Jamie | Shortcut |
| --- | --- | --- |
| Pricing model | Freemium | Freemium |
| Free plan or trial | Yes | Yes |
| Starting price | €0 | $0 |

## Features

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

## Platforms

| Platform | Jamie | Shortcut |
| --- | --- | --- |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | No |
| iOS | Yes | No |
| Android | No | No |
| API | Yes | Yes |
| Browser Extension | No | No |
| CLI | No | Yes |

## Jamie strengths

- 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.

## Jamie limitations

- 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 strengths

- 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.

## Shortcut limitations

- 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.

## FAQ

**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.