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LendPathway connects to the tools your team already uses. All integrations live under the Connectors section in the sidebar.

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Gmail

Connect your Google account to manage email directly inside LendPathway. Each user connects their own inbox via OAuth — LendPathway never stores your password.

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Connecting

  1. Go to the Integrations page (under Connectors in the sidebar)
  2. Click the Gmail card
  3. Sign in with Google and grant read and send access
  4. When the popup closes, your inbox is connected
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You can disconnect at any time from the same Integrations page. Disconnecting removes stored tokens immediately.

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What you can do

Once connected, click Gmail in the sidebar to open your inbox.
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  • Browse messages — Switch between Inbox, Sent, Starred, and Trash. Search across all messages. Filter by All or Unread.
  • Read threads — Open any email thread and view the full conversation. Download attachments directly.
  • Send and reply — Compose new emails or reply inline with support for CC, BCC, and file attachments.
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  • Contacts — LendPathway syncs contacts from the last six months of your inbox (From, To, and CC fields). You can also add contacts manually.
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Google Drive

Export any generated spreadsheet to Google Drive as a native Google Sheet.

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Connecting

  1. Go to the Integrations page (under Connectors in the sidebar)
  2. Click the Google Drive card
  3. Authorize LendPathway to create files in your Drive
You can also connect from the Google Drive page itself — if you’re not connected yet, a Connect Drive button appears at the top. LendPathway only requests the drive.file scope, which limits access to files LendPathway creates. It cannot read or modify your existing Drive files.
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Exporting a spreadsheet

  1. Open a book with completed analytics
  2. Go to the Bank Spreadsheet, Credit Sheet, or Tax Sheet tab
  3. Click Open in Drive in the floating toolbar at the bottom
  4. LendPathway uploads the workbook and converts it to a native Google Sheet
  5. The Sheet opens in a new tab
Available for Excel-based templates only. If your access token expires, LendPathway refreshes it automatically — no need to reconnect.

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Google Drive page

Click Google Drive in the sidebar to see all spreadsheets LendPathway has exported to your Drive. You can search by name and click any file to open it in Google Sheets.
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Salesforce

Sync parsed deal data to Salesforce Opportunities. Map LendPathway metrics to your existing fields, and optionally let LendPathway auto-parse new deals as they enter your pipeline.

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Connecting

See the Salesforce Connector page for more information

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Browsing Opportunities

Once connected, click Salesforce in the sidebar to browse Opportunities.
  • Filter by stage, owner, or search by name
  • Sort by recently modified or oldest created
  • Select an Opportunity to view its details and attached files in a side panel
  • Create a book from an Opportunity’s files — with an optional Auto-parse checkbox that starts parsing immediately and syncs results back to Salesforce when done
(image of the Salesforce page showing the Opportunities list with an Opportunity selected and detail panel open)

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Field Mappings

Map LendPathway analytics to Salesforce Opportunity fields so parsed results push back to your CRM.
  1. On the Salesforce page, click Configure Attributes in the top-right toolbar
  2. For each LendPathway metric, select the target Salesforce field
  3. LendPathway validates that the Salesforce field type is compatible before saving
Available metrics:
MetricType
Average Daily BalanceCurrency
Total Negative DaysNumber
Average Negative Days (Monthly)Number
Beginning BalanceCurrency
Ending BalanceCurrency
Total DepositsCurrency
Average Monthly DepositsCurrency
Average Monthly WithdrawalsCurrency
Average Monthly Deposit CountNumber
Total True RevenueCurrency
Average Monthly True RevenueCurrency
Total Revenue TransactionsNumber
Total Loan PaymentsCurrency
Average Monthly Loan PaymentsCurrency
Business NameString
(image of the Configure Attributes modal showing metric-to-field mappings)

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Pushing Results

After a book is parsed, you have two options:
  • Manual push — Open the book, click the Salesforce badge in the top-right info badges, and confirm.
  • Automatic sync — If the book was created from a Salesforce Opportunity with Auto-parse enabled, analytics push automatically after parsing completes.

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Auto-Parse

Auto-parse monitors your Salesforce pipeline and creates books for new Opportunities that match your criteria.
  1. On the Salesforce page, click Auto-Parse in the top-right toolbar
  2. Configure:
    • Required stages — Only Opportunities in these stages are picked up
    • Require attachments — Skip Opportunities with no files
    • Checkbox field (optional) — A Salesforce checkbox that must be true to trigger
    • Parse complete field (optional) — A Salesforce field LendPathway sets to true when parsing finishes
LendPathway polls every 5 minutes. New matching Opportunities are created as books, parsed, and synced back without manual intervention. Auto-parse creates books and consumes usage. Monitor your usage to avoid unexpected overages. (image of the Auto-Parse settings modal)

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Embed API

Build LendPathway into your own application. Submit documents via the API, embed parsed results in an iframe, and receive webhooks when processing completes. The Embed API uses Personal Access Tokens (PATs), not OAuth. See the API Reference for full endpoint documentation.

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Authentication

To create a PAT:
  1. Click your org name at the bottom of the sidebar to open the org switcher
  2. Click Settings
  3. On the Account tab, scroll to API Access Tokens
  4. Click New Token, give it a name, and copy the token
Include the token in every request as a Bearer token in the Authorization header. Tokens are hashed at rest — LendPathway stores only the SHA-256 hash, not the raw token. Treat your token like a password. (image of the API Access Tokens section in Settings showing a token and the New Token button)

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Submitting Documents

POST /api/submit-book accepts multipart form data.
FieldRequiredDescription
filesYesOne or more PDF files
book_nameYesName for the book
descriptionNoOptional description
webhook_urlNoURL to receive a callback when parsing finishes
LendPathway creates a book, uploads the files, and starts parsing in the background. The response returns immediately with the new book_id.

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Webhooks

If you provide a webhook_url, LendPathway sends a POST request when processing finishes: 
{
  "book_id": "uuid",
  "status": "completed",
  "book_url": "https://app.lendpathway.com/books/<book_id>"
}
If parsing failed, an error field is included with a description.

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Embedding Results

Embed parsed analytics in your UI with token-authenticated iframes.
  1. Create an embed token: POST /api/embed/token with book_id. Tokens expire after 24 hours by default. Pass permanent: true for tokens that don’t expire.
  2. Build the iframe URL: https://app.lendpathway.com/embed/book/{embed_token}
  3. Drop that URL into an <iframe> on your page. The iframe renders the full analytics dashboard — no login required for the end user.
Each book can have one active embed token at a time. Requesting a new token for the same book reuses the existing one if it’s still valid. (image of an embedded analytics iframe in a sample host application)

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Typical Flow

  1. Your app uploads files via POST /api/submit-book and gets back a book_id immediately
  2. LendPathway parses in the background
  3. When done, LendPathway hits your webhook_url
  4. Your app creates an embed token and renders the iframe for the end user