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The CREFI Excel Add-in gives the AI direct control over your spreadsheet through natural language. Here’s a complete reference of what it can do.

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Reading Data

CapabilityWhat You Can Ask
Read cell ranges”Read cells A1:F50 on Sheet1”
Export as CSV”Get the data from the Rent Roll sheet as a table”
Search”Find all cells containing ‘vacancy‘“
Read formulas”Show me the formulas in column G”
Read formatting”What number format is used in the NOI cells?”
For data analysis tasks, CREFI defaults to CSV export mode which is fastest for processing large ranges. It only reads cell-by-cell when you need formulas, notes, or formatting details.

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Writing Data

CapabilityWhat You Can Ask
Set values”Put 250000 in cell D5”
Set formulas”Add a SUM formula in D20 for the range D2:D19”
Add notes”Add a comment on cell E10 explaining the cap rate assumption”
Apply formatting”Format column C as currency with 2 decimal places”
Style cells”Make the header row bold with a dark background”
Copy patterns”Copy the formula in row 12 down through row 370”
Clear cells”Clear the contents of column F”

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Cell Formatting Options

CREFI can apply:
  • Number formats — currency ($#,##0.00), percentages (0.0%), dates, custom formats
  • Font styling — bold, italic, underline, font size, font family, font color
  • Cell styling — background color, horizontal alignment
  • Borders — top, bottom, left, right with solid, dashed, dotted, or double styles

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Sheet and Workbook Structure

CapabilityWhat You Can Ask
Create sheets”Add a new sheet called Summary”
Rename sheets”Rename Sheet1 to Rent Roll”
Delete sheets”Delete the scratch sheet”
Duplicate sheets”Make a copy of the Assumptions sheet”
Insert rows/columns”Insert 3 rows above row 10”
Delete rows/columns”Delete columns H through J”
Hide/unhide”Hide the raw data columns”
Freeze panes”Freeze the first two rows”
Resize”Make column A wider” or “Auto-fit the column widths”

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Charts

CREFI can create, modify, and delete charts directly from your data: Supported chart types:
  • Column (clustered, stacked)
  • Bar (clustered, stacked)
  • Line (with or without markers)
  • Pie and Doughnut
  • Scatter
  • Area (standard, stacked)
  • Bubble
  • Radar
What you can ask:
  • “Create a bar chart of monthly NOI from the T-12 data”
  • “Add a line chart showing rent trends over the last 12 months”
  • “Update the chart title to ‘Revenue Breakdown’”
  • “Move the chart below the data table”

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Pivot Tables

Build and manage pivot tables through conversation:
  • “Create a pivot table summarizing rent by unit type”
  • “Add a pivot table that shows average occupancy by floor”
  • “Update the pivot table to include a column for lease expiration year”
Aggregation options: Sum, Count, Average, Max, Min
CapabilityWhat You Can Ask
Go to a cell”Take me to cell G15 on the Summary sheet”
Highlight a range”Highlight the NOI section”
Activate a sheet”Switch to the Assumptions sheet”

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Asking Questions

Beyond reading and writing, you can ask the AI to analyze your data:
  • “What’s the total revenue across all units?”
  • “Which expense category is growing the fastest?”
  • “Does the NOI support the asking price at a 5.5% cap rate?”
  • “Compare this month’s actuals to the budget”
The AI reads the relevant data, performs calculations, and responds in the chat — with references to specific cells so you can follow along.