Skip to main content
The CREFI Excel Add-in brings the full power of CREFI’s AI directly into Microsoft Excel. Instead of switching between your spreadsheet and a separate tool, you can chat with the AI, populate cells, build formulas, create charts, and run analyses without ever leaving Excel.
Your model, not ours. CREFI works with your existing proprietary Excel underwriting models. It reads your spreadsheet, understands its structure, and makes changes directly — preserving your formulas, formatting, and logic.

​
Why Use the Add-in?

​
For Underwriting

  • Auto-populate your model with data from uploaded rent rolls and T-12s
  • Adjust assumptions through conversation (“update vacancy to 5%”)
  • Build sensitivity tables and scenario analyses
  • Create charts and visualizations from your data

​
For Analysis

  • Ask questions about your spreadsheet data in plain English
  • Search across sheets for specific values or patterns
  • Have the AI explain complex formulas or calculations
  • Cross-reference your model against deal data in CREFI

​
For Reporting

  • Generate formatted summary sheets
  • Create presentation-ready charts
  • Build pivot tables from raw data
  • Export polished outputs for memos and presentations

​
How It Works

The add-in appears as a taskpane (side panel) inside Excel. You type requests in the chat, and CREFI reads your spreadsheet, executes changes, and reports back — all in real time. When CREFI makes a change to your spreadsheet, it provides a brief explanation of what it did and highlights the affected cells so you can verify every edit.

Getting Started

Install and set up the add-in

Capabilities

See everything the add-in can do