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Pathway parses financial documents and turns them into underwriting data. Upload bank statements and get back true revenue, loan positions, stacking, NSFs, and daily balances. Upload credit reports and get back FICO 8 scores by bureau, revolving utilization, unsecured accounts, and inquiries. Upload tax forms and get back qualifying income across W-2s, Schedule C, and K-1s. Identities are matched across documents, transactions are tagged and categorized, and balances are reconciled against daily running totals to catch errors. Everything lands in one place to review, screen, and export. Pathway Documents get into Pathway through direct upload, the API, or integrations with Gmail, Salesforce, and Google Drive. You can set up inbox automation with auto-forward rules so documents hit Pathway the moment they arrive in your email. Parsed results and formatted spreadsheets sync back out to your CRM, Drive, or wherever your team works. Integrations

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Core platform

Parser

Reads bank statements, credit reports, tax forms, and loan applications. Extracts every transaction, tradeline, score, and tax figure.

Spreadsheet Gallery

LOC Scrubs, Stack Views, Monthly Columns, Qualifying Income, and more. Formatted and ready to send.

API

Submit documents, get structured data back. Webhooks, polling, and embeddable views.

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Use cases

For Brokers

Funder matching, submission packages, deal tracking.

For Lenders

Auto-screening, stacking detection, underwriting exports.