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Pathway renders artifacts from a book’s parsed data: Excel workbooks with live formulas, conditional formatting and clean layouts, PDF reports, and the HTML email the intake inbox sends back. Pick a template on a book’s Artifacts tab and Pathway builds it from the book’s current data, ready to send to a funder or attach to a file. Workbooks open in-browser, download as .xlsx, or open directly in Google Sheets. HTML artifacts open in the browser as a page.

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Credit report templates

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Bank statement templates

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Tax templates

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Default templates

Each organization stars a default template per document type on the Artifacts page. The default opens first on a book’s Artifacts tab, and the intake inbox attaches the bank statements default to its replies when that setting is on. Starring an email template makes it the body of every intake reply. Users can pick any other template on an individual book.