CORE Intelligence

WHAT IT DOES

CORE Intelligence allows you to:

• Access project workbooks – Sign in to see your organization's projects and open associated Excel workbooks directly

• Capture financial data – Select cell ranges containing income statements, balance sheets, cash flows, and debt schedules

• Map to standard metrics – Assign data to metrics like Revenue, EBITDA, Debt Service Coverage Ratio, and more

• Sync to CORE platform – Push your mapped data securely to the CORE web application

• Power AI analysis – Synced data feeds into AI-powered credit memo generation and financial dashboards

WHO IT'S FOR

• Commercial lenders and credit funds

• USDA, SBA, and government program lenders

• Credit analysts and underwriters

• Financial institutions with structured lending programs

KEY BENEFITS

• Seamless workbook access – Open your project's financial model directly from the add-in

• No manual re-entry – Eliminate copy-paste errors between Excel models and analysis tools

• Single source of truth – Keep your Excel models connected to your credit platform

• Preserve formatting – Captured tables retain their structure for clear presentation

• Secure sync – All data transmitted over encrypted HTTPS connections

REQUIREMENTS

• Active CORE platform subscription

• Microsoft 365 (Excel Desktop or Excel Online)

• Microsoft account for authentication

Learn more at https://core.watersidecf.com